Kimberly Burbank is a Series 66 credentialed financial advisor with seven years of experience at Thrivent Investment Management and prior experience at Marquette Bank spanning 17 years. She serves as a board member for Love Smiles, a nonprofit organization supporting pediatric cancer patients and their families through storytelling and care packages. Additionally, she is Vice President and a scholarship committee member of the Lincoln Way Area Business Women's Organization, which awards scholarships to local women pursuing higher education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s planning approach includes a broad range of topics and can be combined with its managed-account program under a consolidated billing option called “WealthPlan.”

Sarah Palomares is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and affiliated entities since 2009. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vanessa Poppie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has previously worked at City National Bank and Wells Fargo Advisors, LLC. Outside of her advisory role, she has experience in the hospitality sector, having worked at Chisox Bar & Grill, and is involved in managing personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, with offerings that include alternative investments and tax-management options.

Joann Richard is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors since 2015 and was previously with ACES Illinois for 24 years. Richard is also an author, contributing a chapter titled "School is in the Home" to the 2022 publication "Encouraging Inspiring & Changing Lives, One Story at a Time." Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Cerullo Jr. is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for nine years at Allegiant Commodity Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Arthur Karman is a financial advisor at Equitable Advisors with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Prior to this, he was associated with Axa Advisors, LLC for 21 years. He also operates a business under the name Karman & Associates. Equitable Advisors serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory programs.

Jude Nwaiwu is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Citigroup Global Markets for 18 years before joining LPL Financial in 2025. Nwaiwu holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.

Matthew Michalik is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he has worked hourly for NBC Sports in Western Springs, Illinois. 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, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Charles Quattrochi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Avantax and Raymond James Financial. Outside of advising, he is involved in accounting and tax preparation through P's & Q's Financial Corp. and serves as a board member, currently inactive, for the Global Medical Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and a variety of program structures.

Edward Murphy is a CFP® professional with 40 years of industry experience, currently serving at LPL Financial since 2023. He previously worked at Noyes Advisors LLC for eight years and at David A. Noyes & Company for 29 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining proprietary research, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Nanette Gutierrez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Dwight Schwartz is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2015, including a period at Charles Schwab Bank. He also briefly worked at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options and combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Katherine O'Neill is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 1994, including service at both Raymond James & Associates, Inc. and Raymond James Financial Services Inc. She is also the CEO and president of O'Neill Family Wealth Management, Inc., a separate business entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and partnerships.

Sarah Stapleton is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with two years of industry experience. She previously worked at Stepping Stones and has additional experience with Missouri Property Services and RayJus Inc. Outside of her advisory role, she manages sound for Sunday services at Crossroads Christian Church in Joliet, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Linda Huculak is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LaSalle St Securities and Edward Jones. Outside of her advisory role, she is involved as a travel sales agent with World Travel Mart. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Darryl Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Waddell & Reed, INC. for 37 years and was involved with D.D.E. Partners, LLC. He also conducts business in non-variable insurance within his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Roger Ryndak is a financial advisor with OSAIC based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He spent 54 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory work, he owns a sole proprietorship marketing various insurance products to his clientele. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services supported by advanced portfolio construction and management tools.