Dustin Remmler is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America, Merrill, and Citigroup/Citibank. Outside of his advisory role, he is a freelance classical musician who occasionally performs with orchestral and wind groups in the Chicago area. 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 with client decision-making retained. Their advisory process combines quantitative and qualitative research, offering a range of eligible strategies supported by affiliates for implementation and portfolio services.

Jon Theeke Jr. is a financial advisor with Thrivent Investment Management in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Mr. Theeke serves on the Cornerstone Foundation board for Lutheran Social Services Illinois, participating in fundraising and outreach activities. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate services.

Joni Mallory is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company for 33 years. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

William Lafond is a CFP® with 40 years of industry experience and currently serves as a financial advisor at LPL Financial. His prior roles include positions at Grove Point Advisors, LLC and Grove Point Investment, LLC. Lafond is chairperson of the Chaney Lake Road Maintenance Association, a nonprofit board in Wakefield, MI. 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 through a large network of advisors using both proprietary and third-party strategies.

Linda Davis is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James in various capacities since 1993. Outside of her advisory work, she is involved as a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary planning approach tailored to client goals and supports its offerings with advanced analytical tools and technology.

Forrest White II is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses and has 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Joseph Rumbley is a Certified Financial Planner® (CFP®) with over 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of St Charles, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Arturo Ramirez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Financial Advisors, Inc., Edward Jones, and CitiFinancial Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, Cetera, Fifth Third Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Timothy Glennon is a financial advisor with LPL Financial in Batavia, IL, holding a Series 66 designation and with 28 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., Cetera Wealth Services, and Tower Square Securities. Outside of his advisory work, he is involved with JP Glennon & Associates and serves as a notary with The Financial Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Murphy is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages individual and education savings accounts for a family member and holds a traditional IRA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bryan Holstrom is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Covenant Financial, and Paragon Advisors. Outside of his advisory role, Holstrom serves as a board member for Mid-America Reformed Seminary and as a trustee for Grace Orthodox Presbyterian Church, where he also volunteers as a financial planner for ministers. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Bret Shannon is a financial advisor with Raymond James Financial Services Advisors, Inc. in Geneva, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he is involved in several business activities including client acquisition and planning through Morton Private Wealth Strategies Inc., where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains unique municipal advisory capabilities along with specialized retirement plan consulting services.

Molly Rohrer is a financial advisor with Morgan Stanley in Geneva, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Lauren Zick is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience and has worked at Bank of America, N.A. since 2019. Prior to that, she held roles at Circulation, Inc. and Smart Vision Labs, Inc. Lauren also has experience related to St. John's University and Tanglewood Kennels, LLC. 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, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

John Hong is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley since 2013 and has served at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a landlord and owns investment rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Justin Broderick is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, Ameriprise/Eric M Larson & Associates, Fisher Investments, William Blair, and Amazon. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael New is a CFP® professional with 28 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held positions at BMO Harris Financial Advisors, U.S. Bancorp Investments, Fifth Third Securities, and Banc of America Investment Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lori Galbraith is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Fifth Third Securities, First Midwest Bank, Waddell & Reed, and Infinex Investments. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.