Richard Stanfel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at &PARTNERS. He previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Stanfel also manages a personal condominium and a family limited partnership that owns real estate holdings. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement consulting. The firm employs a range of analytical approaches and utilizes both proprietary and third-party strategies, with services delivered through a dual-registered advisory and broker-dealer platform.

Matthew Palmere is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, Bank of America, Merrill, and AT&T. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Waller is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lake Forest, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His work history includes roles at Fifth Third Bank, VistaNational Insurance Group, Blockwall Strategies, Inc., and New York Life Insurance Company. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Alexander Summers is a Series 66 licensed financial advisor with four years of industry experience, currently with Fidelity Investments. Before joining Fidelity, he worked at Ben Moore Legacy Group, Merrill, Bank of America, and Bankers Life and Casualty. Outside of finance, he is a partner in Tim's Removal & Restoration LLC, organizing contractor labor for home improvement projects related to his family business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

August Negele is a financial advisor with Thrivent Investment Management in Grayslake, IL, holding a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he worked in real estate as a data analyst and agent with Keller Williams and other brokerages. He continues to provide real estate data analysis on a contract basis alongside his financial advisory role. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm provides written recommendations across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Garrett Koncan is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in community organizations including the Rotary Club of Gurnee and the Gurnee Chamber of Commerce. Ameriprise is an institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported planning tools to deliver customized retirement income recommendations.

Sean Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Fifth Third Securities and Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Tyler Lattery is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Collabera, and within the ISD 191 Burnsville Eagan Savage school district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jeffrey Sweno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning, model portfolio programs, and institutional platforms, supporting client strategies with both proprietary and third-party resources.

Michele Klemm is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 63 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Timothy Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2009, including J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach emphasizes non‑discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.

Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Kevin Rieger is a financial advisor with J.P. Morgan Securities based in Lake Forest, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

James Glenn is a financial advisor with Edward Jones in Mundelein, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory work, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment options. The firm is notable for its extensive national network of advisors and branches as well as its affiliated trust and lending capabilities.

Edward Bothfeld is a financial advisor with LPL Financial holding a Series 66 designation and 23 years of industry experience. His prior experience includes 13 years at Commonwealth Financial Network and 10 years at Osaic FA, Inc. He also serves as an alderman on the Lake Forest City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio access, third-party asset management, and institutional platforms.

Gavin Carlson is a financial advisor at Osaic with two years of industry experience and holds a Series 66 designation. His work history includes positions at Osaic Wealth Inc, Spectrum Wealth Advisors, First American Bank, and Amazon, as well as educational experience at the University of Wisconsin-Madison and Westosha Central High School. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

Spencer Decker is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms such as the Bank Wealth Program.

Jayden Lekarczyk is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Prior to joining Merrill in 2026, Jayden held positions at LPL Enterprise LLC, Paramount Lead Solutions, and Bank of America, N.A. He has also been involved with Park Ridge Country Club and Park Ridge Park District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.