Charles Margolis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked across various Wells Fargo divisions since 2009. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations across diverse planning needs, including niche areas such as business-owner transition and special-needs analysis.

James Ray is a financial advisor with LPL Financial in Lake Forest, IL, holding CFP®, Series 63, and Series 65 credentials and has 19 years of industry experience. His prior roles include positions at IHT Wealth Management, BMO Harris Financial Advisors, Fifth Third Securities, and Citigroup Global Markets. Outside of his advisory work, he provides technology-related consulting based on his experience at Fifth Third and BMO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

Drew Cullum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2005 and is also the owner of Trew Benefits, Inc., where he has been involved since 1998. Additionally, he serves as a committee member of the Village of Libertyville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party investment strategies across various platform arrangements.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Gregory Powell is a Series 63 licensed financial advisor with 42 years of industry experience. He is currently affiliated with Cetera and has held various roles within Cetera and its associated entities since 2012. He also serves as a compliance officer at Horizon Financial Group and Horizon Financial Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chad Brown is a financial advisor with J.P. Morgan Securities in Pleasant Prairie, WI, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of his advisory role, he coaches youth soccer for local clubs AFC Union and Rush Union. 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 applying an ESG eligibility framework in its recommendations.

Agnes Roach is a CFP® professional affiliated with LPL Financial, bringing 42 years of industry experience. Her prior roles include five years with Cetera Advisor Networks and over four decades running her own financial planning business. She is based in Gurnee, Illinois. 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, and institutional platforms, supported by research and technology tools.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Laura Repel is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2009, also maintaining a long-term affiliation with JPMorgan Chase Bank, N.A. since 1989. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clara Bogen is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Cetera since 1998 and has also operated CSB Income Tax Service since 1981, providing tax preparation services alongside her advisory role. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Benjamin Leshem is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo since 2009. Leshem serves as a trustee for multiple family and investment trusts and is an endowment committee member at North Suburban Synagogue Beth El. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and summary letters.

David Kalfen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been affiliated with Cetera and its related entities since 1991 and currently serves as co-managing member of KalfiNi LLC, an e-commerce business focused on shoe sales. Kalfen also holds roles as a board trustee for the Center for Enriched Living and secretary/CFO of Girls Who Lift Inc., a clothing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Andrea Lechner is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining RBC Capital Markets, she worked at Capital Strategies Group, Inc. and spent twenty years with Goldstein Financial Group, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maggie Watson is an advisor at LPL Financial with Series 66 credentials and no prior industry experience. She previously worked at Heritage Wealth Partners and has roles outside finance as a registered dietitian and business owner of Maggie Watson Nutrition LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by advanced operational tools and a broad suite of non-advisory financial services.

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.

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.

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.