Luke Widmer is a financial advisor at Edward Jones in Wheaton, Illinois, holding a Series 66 credential with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists from 2010 to 2017. He serves as a board member of two private family foundations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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.

Bruce Gilbert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has devoted over 40 years to providing financial and wealth management advice and services, focusing on developing investment portfolios based on clients' needs and goals with an emphasis on financial strategies, asset allocation, and diversification. Bruce provides consulting on both sides of the balance sheet, assisting clients in areas such as liquidity management, retirement planning, and tax minimization. He holds a Bachelor's degree in Economics from the University of Michigan and an MBA in Finance from DePaul University. Bruce has also completed Financial Consulting programs at the Wharton School of Business and carries the Personal Investment Advisor (PIA) designation. Bruce has been married to his wife, Lori, for over thirty-five years and they have three daughters. His personal interests include golfing and traveling.

Ethan Miller is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC and J. Krug & Associates, Inc. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm uses proprietary asset-allocation tools and risk-tolerance assessments to build diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Briggs is a financial advisor at Edward Jones in Geneva, Illinois, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at St. Charles Trading, Inc. for four years and held roles at Judson University and Ergadoo Inc. He does not have any additional business activities noted. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Bare is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Sackett is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as co-trustee of a charitable remainder trust established with his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Jarrod James is a financial advisor at Morgan Stanley in Lisle, IL, holding a Series 66 designation with 11 years of industry experience. He worked at JP Morgan Securities LLC from 2014 to 2021 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides comprehensive financial planning and advisory programs supported by structured planning tools and a wide range of investment offerings.

John Jermak is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Knights of Columbus and Waddell & Reed Inc., as well as managing JG Jermak & Associates. He is president of JG Jermak & Associates, a home-based business entity used for tax and investment purposes. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Scott Gengler is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and spent sixteen years at CUSD 308. Outside of advising, he owns Thomjohn Properties LLC, a business involved in residential property rental. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eric Salek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. The firm provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Wells Fargo Clearing’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jackie Emerick is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Prior to that, she was involved with 4 Hermanos LLC for one year. 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 to guide investment recommendations.

Benjamin Black is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans and build trusted personal relationships aimed at achieving their financial goals. He focuses on being responsive and empathetic to client situations, fostering strong, enduring client relationships. Prior to joining Fidelity Investments in 2023, Benjamin held roles as a Financial Advisor at Merrill Lynch from 2018 to 2022 and from 2013 to 2015, as well as at Wells Fargo from 2015 to 2018. He also worked as a Wealth Management Analyst at Morgan Stanley between 2006 and 2013 and began his career as an Internal Wholesaler at Van Kampen Investments from 2002 to 2005. Outside of his professional responsibilities, Benjamin enjoys biking and staying active on his road bicycle. He is a parent of two children and also pursues interests in pets, photography, traveling, and volunteering.

Lark Ramirez is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services for 19 years before joining Osaic in 2024. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a variety of tools and strategies to construct diversified portfolios and supports legacy platform transitions and managed-account solutions.

Charles Schoenjohn Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1995, assisting clients with retirement planning and investments. Mr. Schoenjohn specializes in areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree in Finance & Investment from Babson College, with additional academic experience at Richmond College in London and Harvard University. His professional designations include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Mr. Schoenjohn enjoys cooking, painting, and photography. He lives in the Chicago suburbs with his wife and four children and engages in personal interests such as riding his Harley Davidson motorcycle and developing black and white photographs.

John Milder is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2016. 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 offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aaron Turner is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and a structured oversight process.