Rosanne Grenfell is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and five years of industry experience. She has worked at Raymond James since 2019 and is also associated with Foundation Wealth Strategies LLC, where she serves as a Client Relationship Manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Robert French is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with LPL Financial since 2009 and has also operated Aspen Marketing Corporation since 1985. Outside of his advisory role, he owns and manages an insurance brokerage business specializing in life, health, disability insurance, and annuities, and he provides notary public services to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party providers.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with RL Wealth Management Group, Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Theresa Plank is a financial advisor at Edward Jones in Sugar Grove, IL, with 15 years at the firm and five years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

Ryan O'Connor is a CFP® professional with 19 years of experience in the financial services industry. He currently works at LPL Financial and Highpoint Planning Partners and has held previous roles at MetLife Securities and MassMutual. Outside of his advisory role, O'Connor serves as a board member on the finance council of Saint Katharine Drexel Catholic Church in Sugar Grove, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Judson Mann is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. In addition to his advisory role, Mann owns and operates an independent insurance agency serving many of the same clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment platforms using firm-supported asset-allocation and risk management tools.

John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northern Illinois University. Outside of his advisory work, he is a co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and asset allocation methodology.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Silva Padowski is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at LPL Financial in Naperville, IL. Prior to joining LPL Financial, Padowski worked five years at Private Advisor Group, LLC. 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 and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Kevin Merling is a financial advisor with LPL Financial in Naperville, IL, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Highpoint Advisor Group, LLC from 2016 to 2018. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from various sources.

Michael Maxstadt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at METLIFE Securities Inc for 17 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages a family farm as the managing member of MWT Estate, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using detailed client data and firm-approved analytical tools.

Drew Patterson is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010. In addition to his advisory role, he is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

Andrew Bass is a financial advisor with Primerica Advisors in Elgin, IL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has prior experience at Slated Entertainment Inc. and Manierre Elementary School. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Carl Priebe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having five years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Paul Campbell is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Kile Shafer is a financial advisor at Stifel with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel, he worked at Bank of America and Merrill. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services founded on a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Battin is a financial advisor with Osaic Wealth, Inc. based in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Renaissance Financial Corp., Gcg Financial, and Securian Financial Services. Outside of his advisory work, he serves on multiple nonprofit boards, including as Treasurer of Pinnacle Forum and Board Member of the United Nations Christians Embassy in New York. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers using a variety of investment strategies and tools.

Kimberly Clark is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and its predecessor entity since 1991. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaylee Phalon is a CFP® and holds a Series 66 license with 12 years of experience in the financial services industry. She has been with Edward Jones since 2014, working out of the Naperville, IL office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.