Joshua Quail is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel for nine years. Quail serves on the finance council for St. Gall Parish and is involved as a chancellor with the Knights of Columbus. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, due diligence-supported investment recommendations, and access to multiple management platforms and third-party solutions.

John Adcock is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has previously worked at WCG Wealth Advisors, LLC and Massachusetts Mutual Life Insurance Co. Adcock is also involved with Treloar & Heisel, LLC, where he engages in the sale of fixed and non-variable insurance products. MAI Capital Management, LLC provides comprehensive investment management and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Frank Vandy is a financial advisor with Concurrent Investment Advisors, LLC in Aurora, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Investment Partners, and LPL Financial. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Robert Hammel is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and CETERA Financial Specialists LLC prior to joining Lincoln Investment. Hammel is also a CPA principal at Costin, Hammel & Leake, LLC, an accounting, audit, and tax firm. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Keith Janczak is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in online game streaming on Twitch. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed-account programs through its Passageway platform, combining third-party portfolio managers and advisor-managed options, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Justin Stuursma is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Edward Jones for six years and Retirement Advisors Inc for two years. Outside of his advisory role, he coaches sports and fitness at Lincoln Way East High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

Kathy Grubar is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Andrew Reynolds is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services that include financial planning, access to external asset managers, and insurance product facilitation.

Marie Knorr is a CFP® professional with 24 years of experience in the financial services industry. She currently works at LPL Financial and has held prior roles at Wayne Hummer Investments and Lincoln Investment. Outside of her advisory work, she is involved with several business ventures including Knorr Enterprises and KPT LLC, as well as providing tax preparation and accounting services through Trupoint Tax Service. 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 solutions that include model portfolio programs, third-party asset management, and institutional platforms.

Nathan Ahearn is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a long-standing role 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Serio is a financial advisor with Merrill in Palos Hills, IL, holding a Series 66 credential and eight years of industry experience. His career includes roles at Merrill since 2017 and Bank of America, N.A. since 2019. Outside of finance, he is involved in a family business, Joe's Italian Villa Inc., a restaurant where he handles customer service and operations on a part-time basis. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Vance is a CFP® professional with 22 years of industry experience. He currently works at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has been employed since 2012 and 2018, respectively. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Kenneth Armbruster is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Voya Financial Advisors for five years before joining Cambridge in 2020. Armbruster serves as a board member of the Grand Lodge of AF&AM of Illinois and holds leadership roles with the Scottish Rite Valley of Chicago. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various discretionary and non-discretionary strategies and proprietary model portfolios.

Vytas Balciunas is a Series 66-credentialed financial advisor with five years of industry experience. He has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a data-driven, non-discretionary investment process that incorporates ESG criteria and centralized manager due diligence.

Mark Karner is a CFP®-certified financial advisor with Edward Jones in Joliet, Illinois, where he has worked since 2002. He has 24 years of industry experience. He serves on the Board of Directors and chairs the Investment Committee at Joliet Catholic Academy and is also Vice President of the JCA Parent Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he is involved as a soccer referee for the Naperville Park District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a range of securities and alternative investments.

Brett Schaibley is a Series 66-licensed financial advisor at Edward Jones in Frankfort, IL, with 10 years of industry experience, all of which has been at Edward Jones since 2016. 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 programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive nationwide network of advisors and branch offices.

David Morales is a financial advisor with LPL Financial and holds a Series 66 designation. He has 15 years of industry experience, previously working at Merrill and BMO Harris Financial Advisors before joining LPL Financial in 2021. Outside of his advisory role, he owns Mila Mores Group, Inc., a business not related to investments. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.