William Bloom III is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 10 years. Bloom serves as president of Bloom Financial, Co. and is the author of a forthcoming retirement book aimed at boaters. He is also a board member of the Chicago Yacht Club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform.

Michael Malone is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2017. His prior experience includes a position at Nissan in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework in its recommendations.

Roger Nelson is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at PFS Investments Inc and Larsen MFG. Outside of advisory services, he is involved in sales 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 account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading implementation.

Thomas Bongiorno is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent two years with Metlife Securities. Outside of his advisory work, he is a drummer in a local 80's cover band that performs at special events. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment strategies without discretionary authority.

Patrick Dunne is a financial advisor with Edward Jones in Oak Lawn, Illinois, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and maintains a commercial property in Oak Lawn. 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 solutions supported by a large nationwide network of advisors and branch offices.

Tyler Berg is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Adam Griffiths is a financial advisor with Cambridge Investment Research Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Lionheart Financial. Outside of advising, he is an author and founder of a scholarship program, and he serves as a financial coach through his own firm. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Louis Piccione is a Series 66 licensed financial advisor with Morgan Stanley, based in Lisle, Illinois, and has 18 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. He also serves as a trustee and co-trustee for a trust in Orland Park, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm‑approved tools and offers both direct client services and Corporate Financial Planning agreements.

Joseph Donnellon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations and was previously with Woodbury Financial Services for 19 years. He is also the managing partner of The Lineage Group, a securities marketing entity through which he conducts his business. OSAIC serves a range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Gerald Pruim is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2006 and operated Prium Financial Services from 2009 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, he coaches soccer for the Wheaton United Soccer Club in Illinois. 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 portfolio programs, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

Thomas Walsh is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 registrations with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lawrence Chaon is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial since 2009. He has operated Larry Chaon Ltd since 1981. Outside of his advisory work, he dedicates most of his time to accounting and tax services for individuals and small businesses through his involvement with Accounting & Tax Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Tomio Nanto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at LPL Financial since 2021 and has been associated with BMO Bank NA since 2018, including a prior five-year period at BMO Harris Bank. 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 comprehensive advisory and brokerage services through a large network of investment adviser representatives, providing access to financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Lekki is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. Prior to joining Cetera in 2024, he worked at Edward Jones and has been involved with Megent Financial since 2019. He is also the owner of Lekki Wealth Management LLC and provides notarial services for union member documents. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Kurtis is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops structured financial strategies for individuals and businesses, focusing on family wealth management, legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Kevin leverages his knowledge and experience in financial services, banking, and investing to help clients build a platform to grow their assets and secure their financial future. Kevin holds a Bachelor's Degree and a Master's Degree from Northern Illinois University and holds the Personal Investment Advisor (PIA) designation. He works closely with clients to create personalized investment strategies tailored to their goals and provides access to banking and lending needs through Bank of America. Outside of his professional work, Kevin enjoys outdoor activities and several sports, including basketball, football, golfing, and softball. He lives in Woodridge with his wife, twin daughters, and their dog Lily.

Loc Nguyen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to this, he has worked at JPMorgan Chase Bank, NA starting in 2010. 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 integrates centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning processes that focus on investment categories and strategies.

Douglas Carr is a CFP® and ChFC® with 31 years of industry experience. He is currently with Cetera and previously worked at VOYA Financial Advisors. In addition to his advisory roles, he has operated as an independent insurance agent specializing in fixed insurance products for over three decades. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Brian Dombroski is a financial advisor with LPL Financial, holding Series 66 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and JP Morgan Securities Inc. 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 investment adviser representatives.