Sean Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Fifth Third Securities and Fifth Third Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Jalisia Robinson is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and proprietary research tools.

John Lindquist is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Cetera since 2000 and operates John Lindquist Ltd CPA, providing tax preparation and supervision services since 1980. Lindquist also works as a CPA offering investment-related services alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Eric Thonn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping equity-compensated executives and business owners simplify their financial lives by addressing complex planning needs. His approach involves building long-term client relationships through consultative, tailored, and comprehensive strategies focused on multi-generational wealth transfer aligned with clients’ values and aspirations. Eric’s expertise includes long-term wealth strategy, equity compensation, business optimization, college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, and tax minimization. He holds the title of Senior Portfolio Advisor at Merrill, managing discretionary custom investment strategies to support client objectives. He began his financial services career in 2014 with State Farm and has served as a Financial Advisor with Merrill since 2018. Eric earned a Bachelor’s degree in financial planning from the University of Illinois at Urbana-Champaign and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional role, Eric volunteers as a mentor for young adults with Erie Neighborhood House. He enjoys spending time with his wife, Amy, and their dog, Chloe, engaging in activities such as golf, basketball, cooking, and attending concerts.

Tyler Lattery is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Collabera, and within the ISD 191 Burnsville Eagan Savage school district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jeffrey Sweno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. prior to joining LPL Financial. 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 other institutions. The firm offers a variety of financial planning, model portfolio programs, and institutional platforms, supporting client strategies with both proprietary and third-party resources.

Michele Klemm is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 63 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Steven Hefter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he serves as president and treasurer of the Steve Hefter & Janice Hefter Family Foundation, where he spends time reviewing and identifying giving opportunities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients meeting certain net-worth criteria.

Blair Chozen is a Vice President Financial Consultant at Fidelity Investments, a role held since 2023. Blair has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, High Opportunity Financial Representative, and Tax Exempt Customer Service Associate. Blair is a Certified Financial Planner (CFP) Practitioner with a focus on wealth planning. Blair emphasizes listening and asking pertinent questions to understand clients' needs and uses Fidelity's resources to help clients explore financial strategies tailored to their circumstances and potential consequences. This approach aims to educate clients and empower them to make informed financial decisions. Outside of professional commitments, Blair has personal interests that include art, food, football, gardening, music, and pets.

Aneta Ivanova is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Outside of her financial career, she works as a group fitness instructor teaching dance at Lifetime Fitness Algonquin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Temple is a financial advisor at UBS Financial Services in Northbrook, IL, with 39 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages portfolios with both discretionary and non-discretionary approaches.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Bradley Lazar is a financial advisor with Equitable Advisors in Deerfield, IL, holding the CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Outside of his advisory role, Lazar serves as president of his local homeowners association board, mentors students through Delta Sigma Pi at the University of Iowa, and teaches undergraduate business courses as an adjunct professor at Carthage College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement many investment models.

Marc Schock is a financial advisor with LPL Financial in Barrington, Illinois, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2021 and has prior experience at BMO Harris Financial Advisors, Inc. and BMO Harris Bank NA dating back to 2005. 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, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Charles Kilborn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as an advisor and primary point of contact for families and individuals, working closely with clients to ensure their financial needs are addressed. His responsibilities include developing individualized financial plans, researching equity and fixed-income managers, and tracking portfolio performance. Charlie earned his Bachelor’s degree from Trinity College in Hartford, Connecticut, graduating cum laude. He was a four-year member and senior captain of the men's tennis team during his time there. He also completed Northwestern University’s certification program in Financial Planning and holds the CERTIFIED FINANCIAL PLANNER4 designation granted by the Certified Financial Planner Board of Standards, Inc. Outside of work, Charlie volunteers with Care for Friends by serving meals to those in need. He enjoys racquet sports, including paddle, tennis, and pickleball, and spends time with his family.

Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Kevin Rieger is a financial advisor with J.P. Morgan Securities based in Lake Forest, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Joseph Boyko is a financial professional with 17 years of industry experience currently affiliated with Cetera. He holds the Series 66 credential and has been associated with various Cetera entities since 2010. In addition to his advisory role, he is involved in business development at Barbara E. Charal and Associates, Inc. and serves as a financial professional with Genova Wealth. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.