Dustin White is a CFP® professional with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lake Forest, Illinois. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Eric Bowden is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and BMO Harris Bank. Bowden maintains a DBA entity for an LPL-related business in Gurnee, Illinois. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Robert Schachner is a financial advisor with Edward Jones in Libertyville, IL, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1982. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides services including discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Jared Tryon is a CFA® charterholder and holds the Series 66 designation with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA, as well as Arbor Research & Trading, Inc. He is involved in a tax preparation and accounting referral business under Exemplar Accounting & Tax. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

Mark Harms is a financial advisor with LPL Financial in Libertyville, IL, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services Inc. and Edward Jones. He is also an author outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Eulalia Turkowski is a financial advisor with LPL Financial in Gurnee, IL, holding a Series 66 designation and nine years of industry experience. She worked for Wayne Hummer Investments LLC for ten years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Ulysses Smith Jr. is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Smith owns multiple small businesses, including a sales company and a labor services firm, and is involved in various gig economy roles such as rideshare driving and online retail selling. Primerica Advisors serves primarily individual investors and manages a wrap-fee asset management program with approximately $15.5 billion in assets under management. The firm provides advisory services through a large network of advisors using model-delivery strategies created by unaffiliated asset managers.

Jennifer Pestikas is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022. Pestikas has experience with Abbott Laboratories Employees Credit Union and Cuna Brokerage Services, Inc. Outside of advisory work, she is co-author and podcast host for "Brave Women at Work," a series focusing on stories of resilience, and owns Jennifer Pestikas Coaching LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from multiple sources to provide both discretionary and non-discretionary management.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Peter Brush is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ann Morocco is a financial advisor with Osaic Wealth, Inc. She holds the Series 63 and Series 65 designations and has 16 years of industry experience. Her prior work includes roles at Securities America Advisors and Raymond James Financial Services. Outside of her advisory role, she is involved in insurance sales through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various investment tools and supports both discretionary and non-discretionary account management across multiple asset types.

Daniel Sigman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. His prior experience includes roles at Sigman Wealth Planning, Prudential Insurance Company of America, and NRECA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Kelly Banner is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent since 2007. Outside of her advisory role, she is a member of JTB Real Estate LLC, where she occasionally handles paperwork and record keeping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary portfolio management. The firm’s approach includes combining planning with managed-account programs under a consolidated billing option while maintaining separate services.

Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. 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 through a large nationwide network of financial advisors and branch offices.