Lawrence Grzybek is a financial advisor with Edward Jones in Crystal Lake, Illinois, holding the CFP®, ChFC®, and Series 66 designations. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Lammers is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Douglas Wollney is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Outside of his advisory work, he manages a rental property in Chicago as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Abraham Chidalek is a CFP® with 19 years of experience in financial services. He is currently with Cetera and has held prior roles at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he serves on the finance committee of St. James Parish in Arlington Heights, providing financial consultation to the pastor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, and charitable clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with OSAIC since 2016. Outside of his advisory role, he owns and manages Pawula Financial Group, where he provides life and health insurance products and financial advice to individuals, families, and small companies. OSAIC serves a diverse client base including retail and institutional investors, offering services such as brokerage and investment advisory, financial planning, and retirement plan consulting. The firm employs a variety of asset-allocation and portfolio management tools and supports multiple advisory platforms and third-party managed account solutions.

Aneta Ivanova is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of finance, she teaches dance as a group fitness instructor at Lifetime Fitness Algonquin. 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 through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive services.

Marc Schock is a financial advisor with LPL Financial in Barrington, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Noah Fishbein is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023. His previous experience includes roles at UBS Financial Services and Strategic Wealth Partners, among others. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base, offering wealth advisory planning, investment consulting, and specialized services to individuals, institutions, and public entities, with notable capabilities in municipal and public finance.

Heather Cortez is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Old National Bank, First Midwest Bank, and Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Timothy Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and was previously employed at JPMorgan Chase Bank, N.A. from 2009 to 2017. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Muneera Dawood is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Andrew Curry is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and over 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is involved as the sole proprietor of a publishing business and is a partner in Cachufa Games, a retail and online gaming store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Mark Lechowicz is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. He has taught at McHenry County College since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management approaches.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Dale Stern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over 21 years with Harris Investor Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Samantha Lerette is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. In addition to her advisory role, she operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Thomas Flynn is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. His prior work experience includes a brief period at Mens Wearhouse in 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.