Scot Turvey is a CFP® professional with 20 years of industry experience. He is currently with LPL Financial and was previously with J.P. Morgan Securities for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management options.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jake Gaines is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and 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 searches, and customized performance reporting. The firm delivers its advisory services alongside brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.

Melissa Uylaki is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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.

David Council is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gene Becker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and related entities since 2009. Becker has ownership stakes in several investment-related businesses, including MANBECK PARTNERS, INNOVATIVE RETIREMENT ASSOCIATES LLC, and GB PARTNERS LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

Lizbeth Menjivar is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held various roles within Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Lizbeth has experience in helping customers develop customized financial plans aimed at assisting families in working towards their long-term financial objectives. She focuses on building relationships to understand each client's personal, professional, and financial goals, enabling the creation of tailored financial strategies. Outside of her professional work, Lizbeth enjoys family activities, food, Pilates, traveling, volunteering, and yoga.

William Flowers is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 17 years of industry experience. He worked at Edward Jones for 14 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by internal and third-party research.

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Louis Cain is a financial advisor at Edward Jones with one year of industry experience. He previously worked at St. John the Evangelist for five years and with the Fellowship of Catholic University Students for three years. Outside of his advisory role, he is involved with the Diocese of Gary as a fundraiser and religious education teacher, and serves as a tour guide for Stella Maris Tours. 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 programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Bridget Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed for over two decades and has been involved with various insurance carriers, as well as serving roles with the Palos Area Chamber of Commerce and Moraine Valley Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

William Moore is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. Moore serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property and renovation projects. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Thomas Oconnor Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009, including seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions while managing approximately $671 billion in assets.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin also engages in the sale of fixed life insurance products through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients by providing financial planning, advisory services, and access to a range of brokerage and insurance products. The firm’s integrated platform supports both advisory and brokerage channels, leveraging model portfolios and third-party managers to deliver investment advice.

Justin Foley is a financial advisor with LPL Financial in Hammond, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at First Midwest Bank. Additionally, he serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.