Paul Adams is a financial advisor with Edward Jones in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a member of the Kiwanis Club of Lake Bluff/Lake Forest. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Andrea Jones is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch from 2008 to 2022 before joining Stifel Nicolaus & Co. Inc. in 2022. Andrea is also a commissioned notary with the American Association of Notaries. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies and provides fee-based financial planning and model allocations intended to support client decision-making.

Joseph La Vanne is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has held roles at James Hamlin Financial Services, LLC dba Traverse, and JHFS Management Corporation, where he is involved in the active management of financial services entities. La Vanne has a background that includes engineering experience prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ismat Khimani is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Deer Park, Illinois. She holds several professional designations, including Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Ismat earned her Bachelor's degree from Benedictine University and completed accredited certificate programs at Georgetown University and Dartmouth University. With over two decades of experience in wealth management, Ismat specializes in serving professionals, business owners, attorneys, executives, affluent, and multi-generational families. Her expertise encompasses portfolio management, family wealth management strategies, legacy planning, executive compensation, and philanthropic planning. She integrates Merrill Lynch's investment insights with Bank of America's trust and estate planning services to provide comprehensive financial strategies tailored to her clients' needs. Beyond her professional work, Ismat is involved in community initiatives such as The Aga Khan Foundation, which focuses on improving quality of life and promoting self-reliance in disadvantaged communities. Her approach centers on empowering clients with personalized financial strategies designed to establish a foundation for long-term prosperity.

James Armstrong Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked with Merrill since 2013 and Bank of America, N.A. since 2014. Armstrong also serves as a trustee for SEA and JFA Trust in Illinois. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Petras is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for two family trusts in Illinois. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Wayne Pover is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. Pover is also a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

Jason Hersh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cetera and CETERA Financial Specialists LLC. He currently operates in Barrington, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

John Pettis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. 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. The firm employs an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of wealth advisors.

Christopher Eilers is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves on the boards of two nonprofits, including Camp One Step by Children’s Oncology Services and eAngel Community, where he holds various leadership and finance committee positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

James Davids is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. Since 2001, he has been a partner at Dorion-Gray Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 model portfolios, third-party research, and various technology-driven investment strategies.

Ellen Crabtree is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she was employed by BMO Harris Bank and Home State Bank NA. 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 financial planning, advisory programs, and retirement consulting services, providing both discretionary and non-discretionary management supported by research from multiple sources.

Bruce Friedman is a financial advisor with LPL Financial, holding a Series 66 designation and with 25 years of industry experience. His prior roles include positions at OSAIC, Alera Investment Advisors, Triad Advisors, Gcg Financial, and Securian Financial Services. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various technology-driven solutions.

Trevor Thomas is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Aon Hewitt Financial Advisors and Baxter Credit Union. Trevor is also involved with BCU Wealth Advisors, LLC, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Sergio Pedroza is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, portfolio management services, and small business strategies. As a Merrill Financial Solutions Advisor, Sergio works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources for investing, retirement planning, unexpected savings, and access to Bank of America specialists for banking, credit, home financing, and small business solutions. Sergio holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a bilingual fiduciary advisor fluent in English and Spanish, committed to offering ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Sergio has personal interests in chess, soccer, and traveling. He emphasizes a client-centered approach, stating that he helps clients uncover what matters to them and their families to create financial strategies aligned with their goals.

Christopher Kolososki is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and JP Morgan Securities LLC. Stifel serves a wide range of clients, 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.

Jameson Brinks is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Early in his career, he was associated with New Holland Brewing Company. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach managed by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services to a diverse client base.

Michael Morris is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2018. Based in Highland Park, IL, Morris holds Series 63 and Series 65 licenses. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.