Robert French is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and also owns Aspen Marketing Corporation, an insurance brokerage focused on life, health, disability, and annuities. Additionally, he provides notary public services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes proprietary and third-party investment strategies and a variety of financial products.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing and Prudential Equity Group. Li is also involved with RL Wealth Management Group, Ltd. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christine Walker is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at J.P. Morgan Securities for eight years and Chase Investment Services Corp. for two years. Walker also serves as a notary, an activity unrelated to her investment advisory services. 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 financial planning, model portfolio programs, third-party asset management, and various institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary strategies.

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.

Scott Cimo is a CFP®-certified financial advisor at LPL Financial with 17 years of industry experience. He previously worked at JP Morgan Securities LLC for six years before joining LPL Financial in 2021. 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 financial planning and investment management solutions, utilizing a combination of proprietary research, third-party subadvisors, and customizable strategies.

Robert Hartwell is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he owns Hartwell Financial & Insurance Services, a sole proprietorship engaged in life insurance and related products. OSAIC serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring portfolio optimization, risk assessment tools, and access to third-party managers and alternative investments.

Ryan O'Connor is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Highpoint Planning Partners, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He serves as a parish finance council board member for Saint Katharine Drexel Catholic Church. 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 institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Judson Mann is a financial advisor with OSAIC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and owns an independent insurance agency. Mann is also a partner at Focal Point Financial, LLC, an entity used for payroll and marketing related to his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments, efficient frontier analysis, and rebalancing tools.

John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Stifel, he worked at J.P. Morgan Securities LLC and has held various roles in both finance and other sectors. Outside of his advisory work, he is co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 financial advisor at LPL Financial in Naperville, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience, including five years at Private Advisor Group, LLC, and a long tenure with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives utilizing various strategies and tools.

Kevin Merling is a CFP® with 19 years of industry experience, currently advising through LPL Financial in Naperville, IL. He has previously worked at Fidelity and Highpoint Advisor Group and has been with LPL Financial since 2016. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial in Naperville, IL, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2007 to 2010. Outside of his advisory role, he serves as a notary, dedicating a portion of his time to that activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including advisory and brokerage solutions supported by model portfolios, third-party managers, and technology tools.

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 in Aurora, IL, holding Series 63 and Series 66 licenses and having five years of industry experience. He has been with J.P. Morgan Securities since 2020 and has additionally worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence combining quantitative and qualitative research and may include an ESG eligibility framework.

Paul Campbell is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial, joining in 2023, and previously spent ten years at Ameriprise Financial Services and twelve years at Equitable Advisors. He also operates a related business entity, P.B. Campbell & Associates, and works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Woodbury Financial Services, Renaissance Financial Corp., and Securian Financial Services. Beyond his advisory role, he serves on the board of the NFL Alumni and is treasurer of the Pinnacle Forum, a national nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting various strategies through a complex affiliate network and private-equity ownership.

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.