Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, 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 selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

Cynthia Vavrik is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit organization Something For Kelly, which focuses on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Monday is a CFP®, ChFC®, and holds a Series 66 license. He has nine years of experience in the financial industry, all of which have been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at IBM for fifteen years. Beyond his advisory role, Monday serves as Chairman of the Burr Ridge Veterans Memorial committee and is President of the LaGrange Rotary Club, where he leads community service initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Leyendecker is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2024. Prior to that, he held positions at Equitable Advisors, BlueTriton Brands Inc., and Sherwin Williams. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Jack Glenn is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience related to the University of Iowa and the Illinois Junior Golf Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Casey Davis Vician is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. He also has experience working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include an ESG eligibility framework.

Heather Henderson is a financial advisor at Edward Jones in Lisle, IL, holding a Series 66 credential with three years of industry experience. Prior to her current role, she worked for the American Society of Composers, Authors and Publishers for eight years. She is also involved with AmSpirit Business Connections, where she assists local networking chapters in growing their membership. 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 investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

William Hawrylak is a financial advisor at Merrill in La Grange, IL, holding a Series 66 credential. His professional background includes roles at Bank of America, Merrill, Northwestern Mutual, and Green Street Growth, with additional experience in education and recreational services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Smith is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes 17 years at UBS Financial Services. Outside of his advisory role, he manages real estate investments as a partner and manager of rental property LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by tools such as Monte Carlo simulations and secular return estimates.

William Brower is a financial advisor at Osaic Wealth with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Osaic since 2024. Prior to this, he spent over two decades at Securities America Advisors, Inc. and maintains ownership of William H. Brower, P.C., a bookkeeping and tax preparation business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party money manager programs.

Mathew Puthenveetil is a financial advisor at Wells Fargo Clearing with one year of industry experience and a Series 66 designation. Prior to joining Wells Fargo, he worked at Glenwood Dental Care P.C. and held positions at Benedictine University, Community Hospital, and the University of South Florida. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

James Ferguson II is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. His background includes roles at Morgan Stanley Private Bank, The University of Alabama, NXT Capital, and Gibsons Restaurant Group. Outside of finance, he has experience connected to the hospitality industry through these positions. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and firm-approved processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Andrew Mau is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Voya Financial Advisors and Lionheart Financial LTD. He is a board member of a networking group, BNI Power Referral Partners. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Claude Sherman Jr. is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to deliver tailored, non-discretionary advice primarily focused on assets held in Ameriprise Managed Accounts.

Nicholas Frontera is a Certified Financial Planner® at Edward Jones with 17 years of industry experience, all spent with the firm since 2009. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Krooswyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked for 18 years with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His other business activities include involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering financial planning, asset management programs, and institutional platforms.

Allison Schuller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and J.P. Morgan Securities, among others. She is involved with Partnerland LLC, a business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning and model portfolio programs, with investment management delivered through a large network of advisors using various strategies and supported by advanced operational tools.

Trevor Heide is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at City National Bank and BMO Investment Distributors prior to his current role. Outside of his advisory work, Trevor serves on the board of the homeowners association for his condominium and is a junior board member of PAWS Chicago, a nonprofit animal shelter where he participates in fundraising and volunteering. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm integrates both in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Douglas Klimah is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera since 2019, with prior roles at Opus Wealth Partners and LPL Financial. In addition to his advisory work, Klimah serves as a notary providing notarization services for union member documents. Cetera Investment Advisers LLC is a large SEC-registered firm that offers a wide range of investment and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to various portfolio management strategies through discretionary and non-discretionary program structures.

Robert Sanfilippo is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and retired for two years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 over 22,000 advisors.