Muneera Dawood is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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, holding a Series 66 designation and more than 21 years of industry experience. His prior firms include Cetera Advisor Networks, Cetera Wealth Services, Investment Advisors International, and Ameriprise. He has experience teaching at McHenry County College. 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 and access to third-party asset management, using various model portfolios and strategies supported by technology tools for operational and research purposes.

Suzann Schroeder is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 condominium association in Warrenville, IL. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through various investment management and financial planning services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by internal research and ongoing manager oversight.

Dale Stern is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over two decades at Harris Investor Services Inc and Harrisdirect LLC. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Samantha Lerette is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and 15 years of industry experience. She has also worked at Cetera Advisor Networks and has been associated with Exemplar Financial Network for over two decades. In addition to her advisory role, Lerette operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting 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 programs, including financial planning and model portfolio strategies, supported by extensive research and operational tools.

Thomas Flynn is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes a role at Mens Wearhouse in 2018. Flynn is based in Woodstock, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and utilizes a combination of quantitative and qualitative research methods.

Maria Wojcik Llamas is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Financial Advisors and specialized tools.

Jeffrey Bobrowicz Jr. is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors. He has ownership interests in JJ BOB 56 LLC and Bobrowicz Wealth Management Group LLC, both based in Woodstock, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides services that include cash-flow, retirement, and niche planning areas such as business-owner transition and special-needs analysis.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with recommendations that may include ESG criteria.

Mark Manthey is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and OneAmerica Securities, as well as managing member and owner of Naythem Consulting, LLC, a contracting business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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.

Adam Schoenwald is a CFP® with 20 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory work, he performs as a musician in musical acts on weekends. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Katie Buckler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1998 and 2007, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Reimann is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Ameriprise Advisor Services, and Citigroup Global Markets. He is also the owner of Edgartown, Inc., a business entity related to investment activities. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio models and strategies supported by research and technology tools.

Hernesto Gamino is a financial advisor with Edward Jones in West Dundee, IL, holding a Series 66 designation and 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 offers a range of advisory strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Niggemann is a financial advisor with UBS Financial Services in Barrington, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at UBS Financial Services since 2009 and was previously with Merrill from 2004 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products, including fee-based financial planning and alternative investments.

Joshua Allen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG criteria within eligible strategies.

Olivia Hauser is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in education and other fields, including positions at Illinois State University and Mobile Therapy Centers of America. Fidelity’s Strategic Advisers LLC, where Olivia works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.