John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Woodbury Financial Services Inc. and Robert W. Baird & Co. Inc., as well as self-employment. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing a variety of discretionary and third-party management strategies.

Michael Purdy is a financial advisor with Stifel in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1990. Outside of his advisory role, he serves as president and limited partner of Galvani Family Ltd. Partnership, a family partnership managing a commercial property in Northbrook, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy that incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jason Gunther is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working out of Lake Forest, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cheryl Duda is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals, families, and small business owners protect and grow generational wealth. She works closely with clients to understand their unique priorities and develop personalized financial plans that align with their needs and values. Her expertise includes retirement and legacy planning, tax-efficient investing, college education funding, small business solutions, and access to specialty lending. With over 20 years of experience in the financial industry, Cheryl holds professional designations including Chartered Financial Analyst (CFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Shanghai International Studies University and an MBA from the Illinois Institute of Technology. Fluent in both Chinese and English, Cheryl brings a broad perspective to her client relationships. Outside of her professional role, Cheryl is active in her community through involvement with District 30 Toastmasters and XL Toastmasters Club. She enjoys running, including marathons, cooking, hiking, reading, traveling, and spending time with her family.

Bradley Jenks is a financial advisor with LPL Financial in Gurnee, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 2000. Outside of his advisory role, he serves as a board member for the Zacharias Sexual Abuse Center, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a wide range of clients—including individuals, retirement plans, banks, and institutions—through various advisory and brokerage services. The firm offers multiple investment programs and leverages technology tools for operational and research support while maintaining a broad suite of financial services beyond advisory functions.

Susan Marks is a Series 66-licensed financial advisor with seven years of industry experience. She has been with J.P. Morgan Securities since 2020 and previously worked at Stifel, Nicolaus Inc. from 2018 to 2020. Susan is based in Vernon Hills, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Kellie Perrault is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Midwest Bank and Old National Bank. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Sackman is a financial advisor with LPL Financial in Beach Park, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also involved in non-variable insurance and operates a notary service under the business name Sackman and Son Financial 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Thomas Heller is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services and OSAIC. He also operates T. Heller Financial, a firm he founded in 2003. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Janet Franz is a financial advisor with Equitable Advisors in Kenosha, WI, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

William Holman Jr. is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and an industry experience of 31 years. His prior work history includes positions at City National Bank, Bank of America, NA, and Merrill. He is also the owner of WTL22 LLC, an entity formed to manage the proceeds from the sale of a family residence. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

Paul Sylvia is a financial advisor with Ameriprise in Gurnee, IL, holding the CFA® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience with prior roles at firms including Northwestern Mutual and Aon Corporation. Sylvia operates through Ellio Wealth Advisors, LLC, the ownership entity for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Bradley Rish is a financial advisor with Morgan Stanley in Lake Forest, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Sur La Table, Insight Securities, and Hamra Enterprises. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Benjamin Perkins is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mariani Landscape and Lake Forest College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations by offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes a mix of in-house and third-party managers along with various account administration options.

Dean Labelle is a financial advisor with Cetera who holds the Series 66 designation and has 26 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and also owns and operates Dean Labelle Accounting, providing accounting, bookkeeping, payroll, and tax services since 1992. Additionally, he serves as a music director and worship service planner for a religious organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.

Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Laurence Kuhl is the sole advisor at Kuhl Investments Inc. in Lake Bluff, IL, holding the PFS™ designation and Series 65 license with 27 years of industry experience. He has managed Kuhl Investments since 1997 and also owns Kuhl Financial Services, a separate business providing tax preparation and comprehensive personal financial planning. Kuhl Investments Inc. operates as an independent firm focused on serving individual clients.

Robert Blameuser is a ChFC®-designated financial advisor with 23 years of industry experience. He is the principal of Blameuser Asset Management, having previously worked for First Midwest Securities, Inc. for 16 years. Outside of finance, he is an active trumpet player in various bands and may also teach music. Blameuser Asset Management provides portfolio management and financial planning services for both institutional clients and individual investors. The firm combines individualized investment strategies with insurance brokerage services and manages approximately $4.5 million in assets across about 25 clients.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.