Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of her advisory role, she receives compensation for referrals related to loan products, home security, and automation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices and employs third-party asset managers alongside custodial support from Pershing.

Vadim Tashlitsky is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has worked at Edward Jones since 2024 and has prior experience with HPAC and Lake Forest College. Outside of his advisory role, he coaches age group swimming for the Highland Park Aquatic Club. 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.

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. 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, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Theodore Woytowicz is a financial advisor with LPL Financial in Lincolnshire, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he participates in the Park Ridge Citizens Patrol. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of investment adviser representatives.

Jordan Micklow is a financial advisor with Edward Jones in Lake Forest, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Woodbury Financial Services and Spectrum Wealth Advisors. Outside of financial advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting services firm. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Thomas Paulson is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes positions at Bank of America, Merrill, and City National Bank. Outside of advising, he is an officer and 50% owner of a plumbing supply company and serves as treasurer on the board of a family education foundation providing college scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management integrating in-house and third-party managers, alongside features such as tax management and responsible investing.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Christopher Brown is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan entities since 1993, including 14 years at J.P. Morgan Securities. 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. The firm employs a centralized due diligence process with quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes two years at Edward Jones and ongoing roles at RJW Investment Consultants since 2009. Outside of advisory services, he owns and operates independent insurance and college funding counseling businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Charles O'Neil is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing advisory programs, portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

Michael Marella III is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved with The Land Barons LLC, an LLC focused on real estate rental properties, where he handles general maintenance and bookkeeping. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations, with both discretionary and non-discretionary options.

Michael Davern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera, and has been involved with Exemplar Tax & Accounting since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Quinn Landl is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, he had positions at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent time working at the Krannert Art Museum and in the retail sector before entering finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Paul Adams is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in Lake Forest, IL, and is a member of the Kiwanis Club of Lake Bluff. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrea Jones is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 2008 to 2022 before joining Stifel Nicolaus & Co. Inc. in 2022. Andrea is also a commissioned notary with the American Association of Notaries. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies and provides fee-based financial planning and model allocations intended to support client decision-making.

Marcus Jean Simon is a financial advisor with Merrill who holds Series 66 and Series 65 designations and has 21 years of industry experience. He has been with Merrill since 2012 and has previous experience with Bank of America, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is involved with an outside business organization based in Shorewood, Illinois. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.