Casey Adams is a CFP® certified financial advisor at Ameriprise with 10 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Ninth Avenue LLC, where he also provides financial advising services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that includes a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Huckleby is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wintrust Bank, Fifth Third Securities, U.S. Bancorp Investments, Bank of America, Merrill Lynch, and JPMorgan Securities. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior work includes roles at the IRS and a long tenure at 7-Eleven, Inc. Outside of advisory work, he is involved with Play Poker Chicago on a part-time basis. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 38 years of industry experience. Her career includes long tenures at Waddell & Reed, INC. and various insurance carriers, as well as operating Gant Enterprises Inc. She is based in Matteson, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, including financial planning and access to third-party asset management.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Lukas Bergstrom is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously with BMO HARRIS Bank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he has been involved with 4 Star Casting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing both proprietary and third-party investment strategies across various platforms.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tiondra Purnell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at several financial firms, including DuPage Credit Union and Onemain Financial. Purnell is based in Homewood, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cameron Wheeler is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Charles Schwab. 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.

Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.

Amber Harris is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Cetera since 2018 and previously spent 15 years at Invest Financial Corp and over two decades at Maquette Bank. Outside of her advisory role, she sells dry nail polish sets and owns a business making and selling handmade jewelry and accessories. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Munther Abdallah is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Obrien is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Clearbridge Investments, and Citigroup Global Markets. He also serves as Director of Family Office at JPB Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Mark Wielinga is a financial advisor with Stifel in Orland Park, Illinois, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at RBC Capital Markets Corporation from 2008 to 2017. Outside of his advisory role, he is involved in farming activities. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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 these services alongside affiliated brokerage, distribution, and investment management capabilities.

Alexander Kubiak is a financial advisor with Cetera based in Orland Park, IL, holding a Series 66 designation and five years of industry experience. He has held roles at firms including PricewaterhouseCoopers and Antares Capital, and currently owns and operates Kubiak Wealth Partners, LLC, and Kubiak Wealth Management. In addition to his advisory work, he serves as a CPA providing tax and bookkeeping services through Kubiak and Kubiak CPAs Limited. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, diverse program options, and access to both affiliated and third-party managers.

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Richard Madal is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he is a band member and serves as an elder and trustee at Holy Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.