William Bloom III is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 10 years. Bloom serves as president of Bloom Financial, Co. and is the author of a forthcoming retirement book aimed at boaters. He is also a board member of the Chicago Yacht Club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform.

Michael Malone is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2017. His prior experience includes a position at Nissan in 2016. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework in its recommendations.

Tyler Berg is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Adam Griffiths is a financial advisor with Cambridge Investment Research Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Lionheart Financial. Outside of advising, he is an author and founder of a scholarship program, and he serves as a financial coach through his own firm. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Joseph Donnellon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations and was previously with Woodbury Financial Services for 19 years. He is also the managing partner of The Lineage Group, a securities marketing entity through which he conducts his business. OSAIC serves a range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Robert Naselli is a Series 65-licensed financial advisor with LPL Financial, bringing four years of industry experience. He has also been the owner of Topel Forman LLC, a tax preparation and accounting firm, since 1997. Naselli’s background includes prior roles at Avantax Planning Partners, Inc. and long-term involvement with Topel Forman LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering various investment strategies supported by research and technology, and manages over $819 billion in discretionary assets through a large network of advisors.

Gerald Pruim is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2006 and operated Prium Financial Services from 2009 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Mitchell is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at BMO Harris Financial Advisors, TD Ameritrade, JPMorgan Chase, JP Morgan Securities, Massachusetts Mutual Life Insurance Company, Fidelity, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves a diverse client base including individuals, retirement plans, banks, and institutions, providing financial planning, model portfolios, and institutional platforms with a broad range of investment strategies.

Daniel Lekki is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones and has been involved with Megent Financial since 2019. He is also the owner of Lekki Wealth Management LLC and provides notarial services for union member documents. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Kurtis is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops structured financial strategies for individuals and businesses, focusing on family wealth management, legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Kevin leverages his knowledge and experience in financial services, banking, and investing to help clients build a platform to grow their assets and secure their financial future. Kevin holds a Bachelor's Degree and a Master's Degree from Northern Illinois University and holds the Personal Investment Advisor (PIA) designation. He works closely with clients to create personalized investment strategies tailored to their goals and provides access to banking and lending needs through Bank of America. Outside of his professional work, Kevin enjoys outdoor activities and several sports, including basketball, football, golfing, and softball. He lives in Woodridge with his wife, twin daughters, and their dog Lily.

Susan Leuver is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior roles include positions at Morgan Stanley and various Wells Fargo affiliates. Outside of her advisory work, she serves as an executor of her grandmother's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services tailored to clients with certain net-worth thresholds and combines advisory recommendations with other financial product offerings.

Brian Williams is a financial advisor with Edward Jones in Mokena, IL, holding a CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is the owner of an LLC named Brisela LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tricia Bivens is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Robert Baird & Co. since 2022. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, LPL Financial, and Herbst Financial Advisors. Outside of her advisory work, she is an Independent Certified OPTAVIA Wellness Coach, providing health coaching to individuals. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio management services tailored to client goals and risk tolerances.

Eric Zehnder is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In his role, he focuses on assisting clients with retirement planning to align their financial strategies with their personal goals and lifestyle preferences. Eric's approach centers on helping clients manage their investments so they can enjoy their retirement without financial concerns. His professional experience is dedicated to guiding clients through planning for their needs and wants during retirement. Outside of his professional work, Eric has interests that include biking, fitness, gardening, golf, and running.

Patricia Koney is a financial advisor at Ameriprise with 38 years of industry experience. She has been with Ameriprise and its affiliate since 1989 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by committees to deliver these non-discretionary recommendations in partnership with advisors like Koney.

Michelle Cooper Mcnally is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, First Midwest Bank, and Infinex Investments. Outside of her advisory work, she is involved in a movie and TV production company focused on reality TV show filming. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Marisa Gutierrez is a financial advisor with Edward Jones in Orland Park, IL, holding a Series 66 designation and eight years of industry experience. She has previously worked at Fidelity Investments, Northern Trust Securities, Merrill, and Chase Bank. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Burbank is a Series 66 credentialed financial advisor with seven years of experience at Thrivent Investment Management and prior experience at Marquette Bank spanning 17 years. She serves as a board member for Love Smiles, a nonprofit organization supporting pediatric cancer patients and their families through storytelling and care packages. Additionally, she is Vice President and a scholarship committee member of the Lincoln Way Area Business Women's Organization, which awards scholarships to local women pursuing higher education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s planning approach includes a broad range of topics and can be combined with its managed-account program under a consolidated billing option called “WealthPlan.”

Vanessa Poppie is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously at City National Bank from 2020 to 2025. Outside of finance, she was involved in the hospitality industry for six years with Gibsons Restaurant Group/Bacardi at the Park. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services, tailoring investment strategies to clients' risk profiles through a combination of in-house and third-party managers.

Joann Richard is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors since 2015 and was previously with ACES Illinois for 24 years. Richard is also an author, contributing a chapter titled "School is in the Home" to the 2022 publication "Encouraging Inspiring & Changing Lives, One Story at a Time." Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.