Andrew Kutanovski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at AGIA and VALIC Financial Advisors Inc. He is also the business owner of Kutanovski Dental LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Wayne Johnson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations and joined Edward Jones in 2024. Prior to his current role, he worked at firms including Scent Air Corporation and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers a variety of advisory strategies and investment options, supported by a large national network of financial advisors and branch offices.

Michael Dexter is a financial advisor with Edward Jones in Crown Point, IN. He holds Series 63 and Series 66 designations and has 38 years of industry experience, all with Edward Jones since 1988. Outside of advising, Dexter is involved in the Crown Point Community Foundation as 1st Vice President and serves as an independent vice chair for grants and investment guidance; he is also an investor in a Napa, CA winery and participates in family farming operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Ashe is a financial advisor with Equitable Advisors in Oak Brook, IL, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has worked with Equitable Advisors since 2008 and also operates Brian Ashe & Associates, a separate insurance services business. Ashe serves as a voluntary board member for Walden Clearing Manors HOA and acts as executor and trustee for his parents' estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.

Margaret Furlong is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 31 years. She is also involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products.

Mario Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at SII Investments, Inc. for 20 years and has operated Ruiz Insurance and Financial Services for 30 years. Ruiz is also a licensed insurance agent involved in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management supported by extensive research and model portfolios.

Kevin Babcock is a financial advisor with Cetera, holding the CFP® and Series 66 designations and bringing 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Investment Services since 2004 and has been associated with Centier Bank since 1999. Outside of his advisory role, he is a 50% owner of a real estate business involved in buying, rehabbing, selling, and leasing properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and employs a multi-manager approach to investment strategies.

Yvette Kendall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2018 and 2023, and spent twenty years at Northern Trust from 1998 to 2018. Outside of her advisory role, she is involved as a travel agent with Inteletravel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Casey Adams is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2023. Prior to joining Ameriprise, he worked at Edward Jones from 2016 to 2023. He is also engaged in outside financial advising through Ninth Avenue LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide written recommendation reports and ongoing advice.

Maxwell Dunne is a financial advisor at Edward Jones in Oak Lawn, IL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he spent 11 years at Brother Rice High School. Outside of finance, he performs and teaches music in Evergreen Park, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her professional background includes over three decades at Waddell & Reed, along with roles at various insurance carriers and her own business, Gant Enterprises Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs and services supported by proprietary research, third-party subadvisors, and a variety of portfolio management options.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Earlline Davis is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018 and has extensive prior experience with Ameritas Investment Corp, Harris Investorline, and Harris Bank. Outside of her advisory role, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Marshall is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Transamerica Capital Inc and Ohio National Financial Services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lukas Bergstrom is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior work includes roles at BMO Harris Bank and The Prudential Insurance Company of America. Outside of finance, he has been involved with 4 Star Casting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Elizabeth Cooke is a financial advisor with Stifel in Crown Point, IN, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at PNC from 2003 to 2023 before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 in Highland, Indiana, holding Series 63 and Series 66 licenses and having 39 years of industry experience. He has been with Edward Jones since 1993. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.