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, 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.

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.

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.

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 at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Mariani Landscape and Lake Forest College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Rymsza is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Teresa Ferrer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2004. 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 guide its recommendations.

Allen Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Exemplar Financial Network, Cetera Advisor Networks LLC, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 financial advisor at Blameuser Asset Management with 23 years of industry experience. He holds the ChFC® designation and Series 63 license and has been associated with First Midwest Securities, Inc. since 1993. Outside of his advisory work, he plays the trumpet in various bands and may also teach music. Blameuser Asset Management provides portfolio management and financial planning services to both institutional clients and individual investors. The firm employs individualized portfolio management strategies and also offers insurance brokerage services, operating on a small scale with about $4.5 million in assets under management across roughly 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.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.