Adam Paulson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2020. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Fidelity Investments. Outside of advising, he is involved in software development through ZERO TO ONE, LLC and consults for BuildWise Solutions, LLC, a building materials manufacturer. Mariner Wealth Advisors serves a diverse client base, including individuals, institutions, and trusts, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax and administrative solutions uncommon at its enterprise scale.

Andrew Schneider is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, RJM Wealth Management Inc, Midland States Bank, Ozinga, and Olivet Nazarene University. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, third-party managers, and various investment strategies, while offering an integrated platform with a range of affiliated service companies and product relationships.

William Jennrich is a financial advisor with Empower Advisory Group in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Cetera Financial Specialists LLC, and West Suburban Bank. He serves as president of the Frankfort Lions Club, overseeing meetings and directing the club's fundraising and community support activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nathaniel Barnette is a CFP® with four years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and AT&T. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Brenda Long is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities since 2003 and Principal Life Insurance Co. since 2000. She is also designated as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Julie Bukowski is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. She has been with Fifth Third Securities since 2016 and also works with Fifth Third Bank. Outside of her financial advisory role, she serves as secretary and treasurer for TopShelf Renovating LLC, a general contracting business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank.

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Focus Partners Wealth, he worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture and integration across managed and held-away assets.

Michelle Griffith is a financial advisor at Citigroup Global Markets with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2016. Outside of her advisory role, she serves on the boards of two nonprofit organizations, Beacon Therapeutic Diagnostic and Treatment Center and Advocate United Church of Christ, focusing on fundraising and growth development. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

James Mehok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials, and has 12 years of industry experience. He has worked at Private Advisor Group since 2018 and has prior experience with Independent Financial Partners and LPL Financial starting in 2013. Mehok is also a commissioned notary public. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program, supported by a network of investment adviser representatives and various leading strategists.

Sean Mccormack is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Valic Financial Advisors and Agia, where he provides non-securities insurance products. His prior work includes roles at Healy Construction Services and IronFlex Warzone. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Justin Stuursma is a financial advisor with LPL Financial in Frankfort, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Retirement Advisors Inc. Outside of advising, he coaches sports and fitness at Lincoln Way East High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Christopher Giehon is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked with Bank of America, Merrill, Equitable Advisors, AXA Advisors, and MassMutual, among others. Outside of his advisory role, he owns Red Asset Capital LLC, a limited liability company that manages a modest real estate portfolio. 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, pension plans, and charitable organizations.

Edgar Wright is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at StoneX Advisors Inc., Morgan Stanley, and Edward Jones. Wright is also involved in a wealth and retirement planning business under EAW Wealth & Retirement Planning LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Brett Schaibley is a Series 66-licensed financial advisor at Edward Jones in Frankfort, IL, with 10 years of industry experience, all of which has been at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive nationwide network of advisors and branch offices.

Steven Swanson is a CFP® professional with 26 years of industry experience, currently associated with LPL Financial since 2016. Based in Frankfort, IL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Mary Haluska is a financial advisor with Ameriprise in Crown Point, Indiana, holding the Series 63 designation and 39 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 15 years from 2005 to 2020. Outside of advising, she has business ownership activities unrelated to investments. Ameriprise provides retirement-income planning primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Logan Bailey is a financial advisor with Edward Jones based in Peotone, IL, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Merrill and LB Financial Group/Osaic/Securities America. Bailey serves as a board member for the Gibson County Community Foundation, where he advises on local charitable needs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Kenneth Schuyler is a financial advisor with OSAIC in Frankfort, IL, holding the ChFC® designation and Series 63 license, with 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Securities America, Inc., among other firms. Outside of his advisory role, he has taken part in financial education by speaking at community colleges and Governors State University on topics such as financial responsibility and retirement savings, and he operates the financial resource website FinancialFitness101.org. OSAIC serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. Through a large network of affiliated advisers, the firm provides brokerage and investment advisory services along with financial planning and managed account solutions using a range of asset-allocation tools and third-party platforms.

Michael Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with various J.P. Morgan entities since 2015. Outside of finance, he previously operated MJ Photography of NWI LLC from 2009 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

David Ray is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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 with discretionary and non-discretionary management options supported by research and model portfolios.