James Glenn is a financial advisor with Edward Jones in Mundelein, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory work, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment options. The firm is notable for its extensive national network of advisors and branches as well as its affiliated trust and lending capabilities.

Stephen Rudman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. He is based in Deerfield, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment models to support financial plans and manages approximately $2.74 trillion in client assets.

Timothy Womack is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1991, bringing extensive experience in helping clients with retirement income planning, cash flow management, fixed income strategies, and a variety of wealth management needs. His role centers around assisting clients and their families in achieving their lifestyle and financial goals. Tim's areas of expertise include college education planning, corporate benefits, executive compensation, family wealth management strategies, legacy planning, portfolio management, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Michigan State University. Outside of his professional work, Tim enjoys adventure sports such as biking, ice skating, running, and skiing. He also values spending time with his family and traveling.

Eddie Favela is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at ICU Medical and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Bothfeld is a financial advisor with LPL Financial holding a Series 66 designation and 23 years of industry experience. His prior experience includes 13 years at Commonwealth Financial Network and 10 years at Osaic FA, Inc. He also serves as an alderman on the Lake Forest City Council. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio access, third-party asset management, and institutional platforms.

Scott Verne is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Highland Park, IL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Adrian Little is a financial advisor with LPL Financial in Deerfield, IL, holding Series 66 and Series 63 registrations and bringing 16 years of industry experience. His prior roles include 14 years at J.P. Morgan Securities and concurrent experience at JPMorgan Chase Bank, N.A. for 17 years. 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, leveraging technology and a large network of advisors.

Kerri Duffy is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has been serving since 2017. She has extensive experience in wealth management and financial consulting, having held roles including Vice President Wealth Management Advisor and Vice President Financial Consultant at Fidelity Investments since 2004. Prior to that, she worked at Charles Schwab in various capacities from 1998 to 2004 and began her career as a Registered Representative at Olde in 1998. Kerri's professional focus is on understanding clients' unique perspectives and experiences to create a solid foundation for wealth planning strategies. She holds an Arkansas Insurance License and has developed expertise in private wealth management and financial consulting over her career. In her personal time, Kerri enjoys biking, family activities, playing musical instruments, caring for pets, and practicing yoga.

Karl Lorenz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning that employs firm-approved tools and scenario modeling, managing approximately $2.74 trillion in client assets.

David Pearlstein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a decade at Merrill prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Nicole Calow is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with OSAIC and previously worked at Lincoln Financial Securities Corporation for 12 years. Calow also operates as an insurance agent offering accident and health insurance, fixed and indexed annuities, long-term care, property and casualty, and traditional life insurance through Kensington Financial Services. OSAIC serves a broad range of retail and institutional clients, providing both brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and program arrangements.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch and JPMORGAN Chase Bank, N.A. Prior to her career in finance, she was involved in the healthcare industry through Stellar Home Health Care Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, utilizing forward-looking capital market assumptions to develop model asset allocations.

Thomas Morton is a Series 66 licensed financial advisor with Morgan Stanley, based in Deerfield, IL, and has two years of industry experience. Prior to joining Morgan Stanley, he was self-employed for 13 years. Outside of his advisory role, he teaches paddle tennis lessons through the Wilmette Park District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and strategies to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans through its Financial Advisors and Estate Planning Strategies Group.

James Wahout is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup Global Markets for 15 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anna Bouthillette is a financial advisor with Charles Schwab & Co., Inc. in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes prior roles at Fidelity Brokerage Services, Raymond James Financial Services, PNC Wealth Management, LPL Financial, Fifth Third Securities, Natcity Investments, and Invest Financial Corporation. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options with integrated brokerage, custody, and advisory services.

Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

Giuseppe Longo is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he guides clients through complex financial situations, leveraging his experience to simplify challenges and provide clarity. Giuseppe collaborates with various partners across Fidelity to offer comprehensive wealth management solutions. Giuseppe has been with Fidelity Investments since 2021, serving in several roles including Relationship Manager, Senior Transition Service Representative, and Transition Services Representative. Prior to joining Fidelity, he worked as a Senior Customer Support Representative at Morningstar from 2018 to 2020. Outside of his professional work, Giuseppe has personal interests that include cars, fitness, horseback riding, music, photography, and singing.

Spencer Decker is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management. 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 range of solutions including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms such as the Bank Wealth Program.

Jayden Lekarczyk is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Prior to joining Merrill in 2026, Jayden held positions at LPL Enterprise LLC, Paramount Lead Solutions, and Bank of America, N.A. He has also been involved with Park Ridge Country Club and Park Ridge Park District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Karol Szuster is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of finance, Szuster is an owner and partner of GeoOptics, a technology company focused on satellite weather data, though he has no active role in its operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, 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.