Alexander Summers is a Series 66 licensed financial advisor with four years of industry experience, currently with Fidelity Investments. Before joining Fidelity, he worked at Ben Moore Legacy Group, Merrill, Bank of America, and Bankers Life and Casualty. Outside of finance, he is a partner in Tim's Removal & Restoration LLC, organizing contractor labor for home improvement projects related to his family business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

August Negele is a financial advisor with Thrivent Investment Management in Grayslake, IL, holding a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he worked in real estate as a data analyst and agent with Keller Williams and other brokerages. He continues to provide real estate data analysis on a contract basis alongside his financial advisory role. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm provides written recommendations across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

William Zurek is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Securities America Advisors, Securities America Inc, and Community State Bank prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms using a variety of asset-allocation and portfolio management tools.

Garrett Koncan is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in community organizations including the Rotary Club of Gurnee and the Gurnee Chamber of Commerce. Ameriprise is an institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported planning tools to deliver customized retirement income recommendations.

Sean Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Fifth Third Securities and Fifth Third Bank. 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 advisor-facing technology tools.

Tyler Lattery is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Collabera, and within the ISD 191 Burnsville Eagan Savage school district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jeffrey Sweno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. prior to joining LPL Financial. 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 variety of financial planning, model portfolio programs, and institutional platforms, supporting client strategies with both proprietary and third-party resources.

Michele Klemm is a financial advisor at Ameriprise in Gurnee, IL, with 20 years of industry experience. She holds the Series 65 and Series 63 licenses and has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing planning focused on income stability and tax-aware withdrawal strategies for clients nearing or in retirement.

Steven Hefter is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president and treasurer of the Steve Hefter & Janice Hefter Family Foundation, where he spends time reviewing and identifying charitable giving opportunities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Kevin Rieger is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

James Glenn is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non–high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Scott Verne is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Highland Park, IL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Gavin Carlson is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Wealth Advisors, First American Bank, and Amazon. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers across multiple advisory platforms.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Anasavanh worked at Merrill Lynch from 2022 to 2025 and held roles at JPMorgan Chase Bank, N.A. from 2021 to 2022 and again starting in 2025. Anasavanh also has six years of experience at Stellar Home Health Care Inc. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

Spencer Decker is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management. 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 solutions including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms such as the Bank Wealth Program.

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.

Vickey Ippolito is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked with GoPay LLC and has a background that includes various roles in the hospitality industry. Outside of finance, she serves on the board of a nonprofit acting school and is active as an actress with the Milwaukee Talent Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory services.