Rita Maliekal is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. In addition to investment advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Randall Johnson is a financial advisor with Edward Jones in Libertyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked for 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Robert Baldridge is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, operating under a fiduciary standard.

Sean Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc., Blue Oak Financial Services, and Waterstone Financial Group, Inc. He has maintained a long-term involvement with Blue Oak Financial Services since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Douglass is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes ten years at Bank of America and Merrill, followed by five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Robert Bettermann is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at OSAIC, Securities America, Inc., St. Bernard Financial Service, Inc., and Brooklight Place Securities. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tommy Pirvu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill, Bank of America, and SS&C Tech Inc. He is based in Lake Forest, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative and qualitative research to support its recommendations.

Jennifer Donohoe is a CFP® professional with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Stephanie Barnett is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. since 2015. Barnett is based in Libertyville, IL. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to support goal analysis and recommendations.

Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones, he held advisory roles at Advisor Share Wealth Management and operated several self-employed wealth management ventures. Outside of finance, he has experience working with Revolution Brewing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets through a broad network of advisors and offers affiliated investment products and tax-efficient services under a fiduciary standard.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Kenneth Kruss is a financial advisor at Osaic Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Citigroup Global Markets. He is also president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Kelly Ipjian is a financial advisor with LPL Financial based in Lake Forest, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His previous roles include positions at OSAIC, Triad Advisors, Alera Investment Advisors, GCG Financial Services, and Securian Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Shawky Yoakim is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 16 years of industry experience. His career includes roles at J.P. Morgan Chase Bank and Fifth Third Securities, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Kathleen Liggins is a Series 66-licensed financial advisor with Edward Jones in Buffalo Grove, IL, where she has six years of experience. She has been with Edward Jones since 2007 in various roles. Outside of her advisory work, she serves as Treasurer for the Barrington Juniors Women’s Club and is a managing member of BK Legacy Holdings LLC, a consumer retail products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including both discretionary and non-discretionary options, and maintains a large nationwide network of financial advisors and branch offices.

Christine Kusher is a Series 66-licensed financial advisor with LPL Financial, based in Gurnee, IL, and has 23 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, where she has worked for over a decade. Outside of her advisory work, she is also a self-employed musician. 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 wide range of financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.