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.

Robert Scalzitti is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993, totaling 33 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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.

Michael McNeily is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. His private investment activities include managing an LLC that holds convertible debt in Posterity Health, 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, third-party asset management, and institutional platforms, supported by technology tools for advisors.

Sophia Purcell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Everspring Inc and TWO MEN AND A TRUCK. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and technology, including artificial intelligence, to support its advisory services.

Cameron Wheeler is a financial advisor with J.P. Morgan Securities based in Frankfort, IL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Charles Schwab and Charles Schwab Bank from 2015 to 2018. 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 supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broad derivatives and commodities 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.

Michele Hall is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance, Ausdal Financial Partners, Wells Fargo Clearing, and Center Street Advisors. Outside of her advisory role, she owns a tax preparation company and provides notary services for clients. OSAIC Wealth serves a diverse client base through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Morgan Stanley and Merrill. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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.

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.

Paul Deimling is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with firms including Transamerica Financial Advisors and Megent Financial. He is also the owner of P. Deimling Consulting, Inc., a financial services business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

Megan Sowinski is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Edelman Financial Engines and has previously worked at firms including Fidelity Investments, JP Morgan Chase Bank, LPL Financial, and Old National Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management focused on diversified model portfolios and long-term investment strategies.

Timothy Wielinga is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at CoAd and Group Management Services, among other roles spanning digital marketing, communications, polymers, and retail. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lynnea Kutcka is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Outside of advisory services, she is involved in non-variable insurance activities. 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, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Guadalupe Barrios is a financial advisor with Primerica Advisors in Cicero, IL, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors since 1997 and has prior experience with PAV REALTORS and as a self-employed professional. Outside of her advisory role, she owns and manages two catering-related businesses in Chicago. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Kevin Finlon is a financial advisor with OSAIC Wealth Inc. He holds Series 65 and Series 63 credentials and has 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Pruco Securities LLC and The Prudential Insurance Company of America for ten years. He is also involved in insurance sales through his single-member LLC, Finlon Insurance. OSAIC Wealth serves a diverse range of retail and institutional clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple platforms.