Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, Wells Fargo Clearing, and Old Mutual Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individualized strategies across multiple program platforms.

Jeanette Murray is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Bilal Hamideh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. He has two years of industry experience and has held roles at several affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory work, he manages a sales team and is involved in training and supervising agents in insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management along with retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management consistent with clients’ goals and risk tolerances.

Matthew Palmere is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, Bank of America, Merrill, and AT&T. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jacob See is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Napa Auto Parts, North Central College, and Hampshire High School. Outside of advising, he provides tax preparation and accounting support through Midwest Small Business Accounting and Tax. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures supported by centralized due diligence and technology tools.

Marta Krupa is a financial advisor with PNC Wealth Management in Elgin, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at PNC Investments LLC for 10 years before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account available to select employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Judith Noffke is a financial advisor at Lincoln Investment with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual Investment Services, Cadaret Grant & Co., and Thrivent Investment Management. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

Sandra Gentry is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 65 designation and has five years of industry experience. She has worked at Bankers Life Advisory Services since 2020 and has been with Bankers Life & Casualty since 2014. In addition to her advisory role, she serves as a unit field trainer agent for Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Michael Lawrence is a CFA® charterholder with five years of experience at Carson Wealth and its affiliated entities. Prior to joining Carson Wealth, he worked at Chicago Equity Partners for 23 years. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

James Galiger is a CFP® with 36 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corp since 2001. Outside of his advisory role, he assists with his spouse's event business as a bartender and server. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary advice and offers multiple account programs through Fidelity/NFS custody and execution.

Dominic Ruggerio Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Dominic has held multiple roles within the Bankers Life organization since 2013, including managing a team of insurance agents responsible for hiring and training. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations across various securities, often incorporating affiliated broker-dealer and insurance services.

Ryan Swiatek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has three years of industry experience, having previously worked at FourStar Wealth Advisors, Brookstone Capital Management, and Independent Financial Resources. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active management, overseen by an internal Investment Committee.

William Paton is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2011, following four years with Edward Jones. 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, third-party asset management, and institutional platforms.

Theodore Govedarica is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Mark Lefevre is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His career includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Clearing. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Danielle Prigge is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 12 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation advice program supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Tutt is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Thrivent Financial, Thrivent Investment Management Inc, Bank of America, and PNC Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with a focus on systematic methodologies and oversight controls.

Helen Ku is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its advisory role to registered investment companies and use of systematic methodologies.

H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.