Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

Kenneth Kruss is a financial advisor with OSAIC based in Lake Zurich, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Outside of his advisory role, he is president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Todd Bauman is a financial advisor with Ameriprise in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kelly Ipjian is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Triad Advisors, Alera Investment Advisors, GCG Financial Services, and Securian Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Shawky Yoakim is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mass Mutual Investors Services, Fifth Third Securities, and J.P. Morgan Chase Bank. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jefferson Batt is a CFP® professional with over 22 years of industry experience currently affiliated with Cetera. He has held roles at Cetera and VOYA Financial Advisors and is the president of Batt Financial Group, Inc., a financial services firm he has led since 2013. Batt also serves as a board advisor for IncubatEDU, a charitable organization supporting student entrepreneurship through strategic mentorship. Cetera Investment Advisers LLC operates a multi-manager platform providing portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm supports a large network of independent advisors and offers a range of investment program structures, including discretionary and non-discretionary strategies.

David Carter is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2022. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Liggins is a Series 66-licensed financial advisor with Edward Jones in Buffalo Grove, IL, where she has six years of experience. She has been with Edward Jones since 2007 in various roles. Outside of her advisory work, she serves as Treasurer for the Barrington Juniors Women’s Club and is a managing member of BK Legacy Holdings LLC, a consumer retail products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including both discretionary and non-discretionary options, and maintains a large nationwide network of financial advisors and branch offices.

Greg Imhoff is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of his advisory work, he is involved with business entities such as BMGI Planning Partners, LLC, and Intuitive Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Christine Kusher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial since 2022 and has concurrent roles at Cuna Brokerage Services, Inc. and Cuna Mutual Insurance Society since 2010. Outside of her advisory work, she is also a self-employed musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.

Elzbieta Jarzabek is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Fortis Capital Advisors, and Fifth Third Bank. Jarzabek is also involved with Olesen Financial Group, a non-investment-related support company based in Lake in the Hills, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach utilizing analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 designation and five years of industry experience. Prior to his current role starting in 2018, his work history includes positions outside the financial sector. He is also associated with Shady Dragon LLC, a non-investment-related business based in McHenry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various providers.

Scott Barber is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of the team since 1992. He has held several roles throughout his tenure, including investment associate, training coordinator for new financial advisors, and financial planning specialist for Merrill Lynch’s Financial Foundation® program. Currently, he serves with The HDB Group, leveraging over 20 years of financial services experience to assist clients such as attorneys, physicians, and business executives in defining, prioritizing, and pursuing their financial goals. Scott follows a disciplined, goals-based wealth management process that addresses critical financial planning areas including college education funding, retirement income planning, estate planning, philanthropic planning, tax minimization, liability management, and portfolio management services. He is a qualified portfolio manager who can build and manage personalized strategies incorporating individual securities, Merrill model portfolios, and third-party investment strategies. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Private Wealth Advisor (CPWA) designation, along with the Personal Investment Advisor (PIA) credential. Scott earned a Bachelor of Science degree in business from Indiana University Bloomington. He resides in St. Charles with his wife, Bethany, and their daughters, Riley and Quinn. Outside of his professional responsibilities, he enjoys running, reading, traveling, and spending time with his family. Scott was recognized as part of the HDB Group on the 2024 Forbes “Best-in-State Wealth Management Teams” list.

John Thunholm is a financial advisor with Wells Fargo Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, covering diverse planning needs such as retirement, education, risk management, and business-owner transition planning.

Chad Danforth is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following an 11-year tenure at Citigroup Global Markets. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 15 years at Stifel, Nicolaus & Co., Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Amanda Green is a financial advisor with Thrivent Investment Management in Crystal Lake, IL, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She has been with Thrivent Investment Management since 2005 and worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.