Desze Adams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America N.A./Merrill Lynch from 2020 to 2025. Outside of finance, he has held roles with Amazon Flex and Comcast Xfinity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broad financial services organization offering access to a wide range of products.

Maxwell Dunne is a financial advisor at Edward Jones in Oak Lawn, IL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he spent 11 years at Brother Rice High School. Outside of finance, he performs and teaches music in Evergreen Park, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.

Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her professional background includes over three decades at Waddell & Reed, along with roles at various insurance carriers and her own business, Gant Enterprises Inc. 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. The firm provides a wide range of advisory programs and services supported by proprietary research, third-party subadvisors, and a variety of portfolio management options.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Earlline Davis is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018 and has extensive prior experience with Ameritas Investment Corp, Harris Investorline, and Harris Bank. Outside of her advisory role, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, 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, model portfolios, and retirement plan consulting.

Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Lukas Bergstrom is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior work includes roles at BMO Harris Bank and The Prudential Insurance Company of America. Outside of finance, he has been involved with 4 Star Casting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Tiondra Purnell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at several financial firms, including DuPage Credit Union and Onemain Financial. Purnell is based in Homewood, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Fabricia Gibler is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on providing disciplined and structured financial planning and investment guidance tailored to individual client priorities and values. Before joining Fidelity Investments, Fabricia worked as a Private Client Banker at JPMorgan Chase from 2019 to 2024. Her experience in financial services spans several years, during which she has helped clients navigate complex financial decisions with clarity and confidence. Fabricia is dedicated to building long-term client relationships based on trust, consistency, and care.

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cameron Wheeler is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Charles Schwab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.

Amber Harris is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Cetera since 2018 and previously spent 15 years at Invest Financial Corp and over two decades at Maquette Bank. Outside of her advisory role, she sells dry nail polish sets and owns a business making and selling handmade jewelry and accessories. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Matthew Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is a co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services primarily to individual clients rather than institutional or pension-plan investors.

Munther Abdallah is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.