Diane Sewing is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she co-chairs worship and spiritual life at Trinity Lutheran Church and serves on the Village of Elwood Parks & Recreation Committee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Frank Palmasani is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His work history includes longstanding roles at Lincoln Investment since 2010, Sourcebooks since 2011, Great American Advisors, Inc. since 2005, Hinsdale South High School since 1993, and Unifinancial since 1986. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs that incorporate both strategic and tactical investment approaches.

Amy Montgomery is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at LPL Financial from 2013 to 2022 and has been with Pursuit Wealth Group and Commonwealth Financial Network since 2022. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Adam Provance is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at First Midwest Bank and LPL Financial, both from 2013 to 2022, and is a co-owner of Compass Tax Advisors, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jessica Martin is a financial advisor with Commonwealth Financial Network in Joliet, IL, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Stifel Independent Advisors, LPL Financial, and Clifton Larson Allen. Outside of advisory work, she is involved in tax preparation through JRM Consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including customized portfolio solutions and third-party asset manager access. The firm supports its advisors with operations, technology, compliance, and investment management services.

Chad Humphrey is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held positions at Raymond James Financial Services and LPL Financial, among others. His background includes roles in both advisory and insurance sectors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Jennifer Prosise is a financial advisor with Lincoln Investment in Joliet, Illinois, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been associated with Lincoln Investment Planning, Inc. since 2011 and operates Proside Consulting, Inc., which assists clients with student loan consolidation and repayment strategies. She also serves as Vice President of the National Tax-Deferred Savings Association and is Treasurer and a board member of the Estate Planning Council of Joliet. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in advising educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities 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 investment recommendations.

Marie Knorr is a CFP® professional with 24 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Wayne Hummer Investments, LLC for four years. Outside of her advisory role, she is involved with Knorr Enterprises and operates a tax preparation and accounting service through Trupoint Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Mark Karner is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. Based in Joliet, IL, he serves on the board of directors and chairs the investment committee for Joliet Catholic Academy, as well as acting as vice president of the school’s parent association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

Luis Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Luke Morris is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked previously at Mission Wealth Management, Strategic Advisers, Inc., and Fidelity Investments. He is based in Joliet, Illinois. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Manuel Ortiz is a financial advisor with LPL Financial in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including previous roles at JPMorgan Chase Bank, U.S. Bank, and JP Morgan Securities. Outside of his advisory work, he has operated a real estate business since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Jack Frost is a financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its predecessor firm since 1982. Outside of his advisory work, he serves on the Board of Directors for the South Side Muskie Hawks, a local chapter of Muskies, Inc., acting as Treasurer and Membership Chair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ginevra Basso Laha is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Delco Financial Group. Outside of her advisory work, she volunteers as a Sunday school teacher at St. John's Church in Naperville, Illinois. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Dean Shepherd is a Series 66-licensed financial advisor with Edward Jones in Wilmington, IL, having 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Nathaniel Albert is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his financial advisory role, he serves as an alderman for Ward 4 on the City of Crest Hill Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large nationwide network of advisors and branch offices.

Oscar Ledesma is a financial advisor at Thrivent Investment Management, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Amazon and Trinity International University. Ledesma also has experience with Heavenly Adobes and Rentals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Connor Skubic is a Series 66-credentialed financial advisor with Edward Jones, based in Coal City, Illinois. He has three years of industry experience, including roles at Edward Jones and prior work in construction and at Illinois State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Brian Odell is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Summit Financial Group and Delco Financial Services, where he has also maintained ownership and operated a tax preparation business. He serves as a board member for New City Life Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and oversees more than $256 billion in assets across more than 10,000 advisors.