Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cameron Wheeler is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Charles Schwab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.

Mark Wielinga is a financial advisor with Stifel in Orland Park, Illinois, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at RBC Capital Markets Corporation from 2008 to 2017. Outside of his advisory role, he is involved in farming activities. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Megan Sowinski is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Old National Bank, LPL Financial, JP Morgan Chase Bank, J.P. Morgan Securities, Fisher Investments, Fidelity, and Strategic Advisors Inc. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Kevin Finlon is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Osaic in 2024, he spent 10 years with Pruco Securities LLC and The Prudential Insurance Company of America. He also operates a single-member LLC focused on selling life insurance and annuity contracts when appropriate. OSAIC Wealth Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation tools and supports portfolios with multiple investment types, managing accounts on both discretionary and non-discretionary bases.

Carroll Klotz is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC, LPL Financial LLC, and Wayne Hummer Investments L.L.C. In addition to his advisory work, he operates a tax preparation business. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Michael Hullinger is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at BMO Bank NA, JP Morgan Chase Bank NA, JP Morgan Securities LLC, PNC Bank, and Capital One Auto Finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Stephen Francis is a CFP® professional with 21 years of experience at Raymond James Financial in Wilmington, Illinois. He holds the Series 66 designation and has managed agricultural operations through Oak Knoll Farm/Francis Bros. for over a decade. His work history includes leadership roles in various tax, insurance, and financial services companies since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, and supports clients through advisory programs and institutional portfolio management.