Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several other financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Michael Marella III is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved with The Land Barons LLC, an LLC focused on real estate rental properties, where he handles general maintenance and bookkeeping. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations, with both discretionary and non-discretionary options.

Michael Davern is a financial advisor with LPL Financial in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks LLC and has been involved with Exemplar Tax & Accounting since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Terrence Maryniw is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Maryniw Financial since 1985. He is also a partner in Monetary Solutions, LLC, a non-investment-related business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, offering financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Quinn Landl is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working with the Krannert Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Paul Adams is a financial advisor with Edward Jones in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a member of the Kiwanis Club of Lake Bluff/Lake Forest. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Andrea Jones is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 2008 to 2022 before joining Stifel Nicolaus & Co. Inc. in 2022. Andrea is also a commissioned notary with the American Association of Notaries. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies and provides fee-based financial planning and model allocations intended to support client decision-making.

Joseph La Vanne is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has held roles at James Hamlin Financial Services, LLC dba Traverse, and JHFS Management Corporation, where he is involved in the active management of financial services entities. La Vanne has a background that includes engineering experience prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

James Armstrong Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked with Merrill since 2013 and Bank of America, N.A. since 2014. Armstrong also serves as a trustee for SEA and JFA Trust in Illinois. Merrill, together 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 plans, corporations, and charitable organizations.

Wayne Pover is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. Pover is also a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. 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 through a large nationwide network of advisors and branch offices.

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

John Pettis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm employs an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of wealth advisors.

James Davids 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. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. Since 2001, he has been a partner at Dorion-Gray Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven investment strategies.

Ellen Crabtree is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she was employed by BMO Harris Bank and Home State Bank NA. 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 financial planning, advisory programs, and retirement consulting services, providing both discretionary and non-discretionary management supported by research from multiple sources.

Bruce Friedman is a financial advisor with LPL Financial, holding a Series 66 designation and with 25 years of industry experience. His prior roles include positions at OSAIC, Alera Investment Advisors, Triad Advisors, Gcg Financial, 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various technology-driven solutions.

Trevor Thomas is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Aon Hewitt Financial Advisors and Baxter Credit Union. Trevor is also involved with BCU Wealth Advisors, LLC, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Christopher Kolososki is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and JP Morgan Securities LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jameson Brinks is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Early in his career, he was associated with New Holland Brewing Company. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach managed by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services to a diverse client base.

Michael Morris is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2018. Based in Highland Park, IL, Morris holds Series 63 and Series 65 licenses. 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 part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.