Kevin Mathews is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at City National Bank, Aviva Investors, and as a Fixed Income Consultant. He serves as a board member and president of local homeowners associations in Amberley Woods. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and lending capabilities.

Gregory Pinsky is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, he serves on the finance subcommittee of the board of directors for BBYO International, a religious organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Steve Brunke is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank before joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing a vacation rental property. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Erik Andersen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group and Northwestern Mutual Investment Management, as well as experience with Technical Youth LLC. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework and offers non-discretionary advisory services through Wealth Advisors.

Joseph Gleba is a financial advisor with Cetera, holding a Series 66 designation and over 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Porte Brown Wealth Management. He serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association as a committee member. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Mao Xia is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. Prior to joining Fidelity, Mao worked at Bank of America, Merrill, BMO Harris Bank, and World Financial Group. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies.

John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services Inc., operated as a self-employed advisor, and spent 15 years at Robert W. Baird & Co. Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer a wide range of investment options and portfolio management solutions.

Michael Purdy is a financial advisor with Stifel in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1990. Outside of his advisory role, he serves as president and limited partner of Galvani Family Ltd. Partnership, a family partnership managing a commercial property in Northbrook, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy that incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Aparna Sarma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, N.A./Merrill Lynch for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Gunther is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working out of Lake Forest, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cheryl Duda is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals, families, and small business owners protect and grow generational wealth. She works closely with clients to understand their unique priorities and develop personalized financial plans that align with their needs and values. Her expertise includes retirement and legacy planning, tax-efficient investing, college education funding, small business solutions, and access to specialty lending. With over 20 years of experience in the financial industry, Cheryl holds professional designations including Chartered Financial Analyst (CFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Shanghai International Studies University and an MBA from the Illinois Institute of Technology. Fluent in both Chinese and English, Cheryl brings a broad perspective to her client relationships. Outside of her professional role, Cheryl is active in her community through involvement with District 30 Toastmasters and XL Toastmasters Club. She enjoys running, including marathons, cooking, hiking, reading, traveling, and spending time with her family.

Bradley Jenks is a financial advisor with LPL Financial in Gurnee, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 2000. Outside of his advisory role, he serves as a board member for the Zacharias Sexual Abuse Center, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a wide range of clients—including individuals, retirement plans, banks, and institutions—through various advisory and brokerage services. The firm offers multiple investment programs and leverages technology tools for operational and research support while maintaining a broad suite of financial services beyond advisory functions.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Wilcoxen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Exemplar Financial Network. Outside of her advisory role, she is a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Susan Marks is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously employed at Stifel, Nicolaus Inc. from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kellie Perrault is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Midwest Bank and Old National Bank. 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.

Daniel Sackman is a financial advisor with LPL Financial in Beach Park, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also involved in non-variable insurance and operates a notary service under the business name Sackman and Son Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Douglas Zweig is a financial advisor with LPL Financial in Deerfield, IL, holding CFP® and Series 63 credentials and bringing 19 years of industry experience. His prior experience includes roles at Securities America Advisors Inc. and Allianz Life Financial Services. 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 portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

William Holman Jr. is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and an industry experience of 31 years. His prior work history includes positions at City National Bank, Bank of America, NA, and Merrill. He is also the owner of WTL22 LLC, an entity formed to manage the proceeds from the sale of a family residence. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

Paul Sylvia is a CFA® charterholder with nine years of experience in the financial services industry. He is currently with Ameriprise in Arlington Heights, IL, having held prior positions at firms including Northwestern Mutual and 303 Securities LP. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports.