Anastasia Thermos is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments, Inc., Cuna Brokerage Services, Inc., and Abbott Laboratories Ecu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and systematic methodologies in its investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Fradi Dababneh is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to working closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Fradi emphasizes ongoing advice and portfolio adjustment to align with clients' changing circumstances. His areas of expertise include college and education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fradi completed an Accredited Certificate Program at the College of Lake County. Outside of his professional role, Fradi enjoys basketball, boxing, fishing, pickleball, running, and spending time with his family. He is involved in his community through church security work.

Brandon Chapel is a financial advisor with J.P. Morgan Securities in Mundelein, Illinois. He holds a Series 66 designation and has six years of industry experience. Outside of his advisory role, he works as a freelance DJ under the name dB Stereo, performing at corporate events, weddings, and nightclubs. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Robert Allen IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. In addition to his advisory role, he has been involved with Chicago Tag & Label since 2001 and Primerica Financial Services since 1999. Outside of advisory services, he is engaged in selling loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kevin Mathews is a financial advisor at RBC Capital Markets with 16 years of industry experience. His previous roles include positions at City National Bank, Aviva Investors, and as a fixed income consultant. He serves on the boards of two homeowners associations in Lake Forest, IL, including a role as president. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to client risk profiles.

Joseph Gleba is a financial advisor with Cetera, holding a Series 66 designation and over 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Porte Brown Wealth Management. He serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association as a committee member. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services Inc., operated as a self-employed advisor, and spent 15 years at Robert W. Baird & Co. Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer a wide range of investment options and portfolio management solutions.

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.

Aparna Sarma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, N.A./Merrill Lynch for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 2000. Jenks serves as a board member of the Zacharias Sexual Abuse Center, a nonprofit organization. LPL Financial is a national firm serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through its network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management and supports diversified strategies with research and technology tools.

John Fitzpatrick is a financial advisor with Wells Fargo Advisors in Kenosha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for his spouse in Lake Forest, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Jennifer Wilcoxen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Exemplar Financial Network. Outside of her advisory role, she is a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Susan Marks is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously employed at Stifel, Nicolaus Inc. from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Daniel Sackman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of experience in the industry. He previously worked at First Allied Advisory Services and First Allied Securities. Sackman is involved in non-variable insurance activities and operates Sackman and Son Financial Services, where he also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Thomas Heller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services Inc. for nine years and OSAIC for one year. He also operates T. Heller Financial, a business entity related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Janet Franz is a financial advisor with Equitable Advisors in Kenosha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

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 CFA® charterholder with nine years of experience in the financial services industry. He is currently with Ameriprise in Arlington Heights, IL, having held prior positions at firms including Northwestern Mutual and 303 Securities LP. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports.