Daniel Studebaker is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Northwestern Mutual and John Roland. He serves on the board of Fellowship of Christian Athletes, supporting high school athletes through athletics and discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without discretionary trading authority. Their approach includes options for combining planning with managed accounts under a consolidated billing program called WealthPlan.

Gayle Peterson Gillen is a financial advisor with Ameriprise in Lisle, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored annually by a centralized consulting team.

G Mc Loughlin is a financial advisor at Merrill with seven years of experience at the firm and a total of nine years in the industry. They hold a Series 66 designation and previously worked at CEKA Creative Boutique. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Robert Teske is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Callero and Lorenz Financial. Teske is also involved in entrepreneurial activities including roles as a licensed life and health insurance producer and in client service and retirement planning through his sole proprietorships. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Jacob Cate is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masus Financial Group, Ltd. in addition to his ongoing tenure at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Dungee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority and separate managed-account options under a consolidated billing system.

Michael Sloan is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked at Wayne Hummer Investments for 15 years before joining LPL Financial in 2025. Sloan holds Series 63 and Series 65 designations. 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 wide range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and advanced technologies to support diversified strategies.

John Verbeke is a financial advisor with UBS Financial Services in Batavia, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as a backup trustee for a personal living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brian Graf is a financial advisor with LPL Financial based in Plainfield, IL, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with LPL Financial since 2011. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Michael Dusek is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles outside of finance, such as working at the United Center, Prairie Landing Golf Club, and Muscle Beach Nutrition. 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 provides financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Benjamin Towsey is a financial advisor with Merrill, holding a Series 66 designation and based in Lisle, Illinois. He has been with Merrill and affiliated firms since 2024, including a prior role at Inverness Golf Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joshua Sargeant is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Prior to joining Schwab, he worked at J.P. Morgan Securities and has experience in the hospitality sector, including a role as a bartender at Za Za Trattoria. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Stewart Burchfield is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2020, he worked with TIAA-CREF from 2015 to 2020. He is president of Burchfield Investments Group, a business entity established for tax and investment purposes. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Bailie is a financial advisor at Ameriprise in Darien, IL, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Bailie has been with Ameriprise and its affiliates since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Luis Solis is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His background includes roles at Bank of America, Aurora University, and several other companies. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies across various client types.

Milton Flanagan is a financial advisor at OSAIC in Warrenville, IL, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent ten years at Woodbury Financial Services, Inc. Flanagan is president of the Gerard Radice Educational Foundation, which provides scholarships, and he also teaches a retirement preparation class as adjunct faculty. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

John Paetsch is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a tax-aware approach. The firm’s retirement income recommendations are supported by investment research and proprietary tools, with a non-discretionary implementation process.

Joe Estes is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory work, he serves as a trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.