Alexander Lenz is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 support its recommendations.

Michael Davern is a financial advisor with LPL Financial in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks LLC and has been involved with Exemplar Tax & Accounting since 2013. 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 of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Mayumi Flesner is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held a position at MUFG Bank Ltd. from 2017 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Terrence Maryniw is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Maryniw Financial since 1985. He is also a partner in Monetary Solutions, LLC, a non-investment-related business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, offering financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Jennifer Shulman is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at AXA Advisors, Baxter Credit Union, and First Merit Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Hornok is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2001. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Daniel Fernandez is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans and investment strategies that align with their individual goals and preferences. He emphasizes consistent communication and responsiveness in his approach to building trust and supporting clients' evolving financial needs. Daniel has held several roles in the financial services industry, including Investments Consultant at Fidelity Investments, Wealth Management Banker and Assistant Vice President at U.S. Bank Wealth Management, as well as Branch Manager positions at U.S. Bank and BMO. His experience spans wealth management, investment consulting, and branch leadership. Outside of his professional work, Daniel has interests in fitness, football, movies, and puzzles.

George Cook is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.

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.

Jamie Lemkau is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Lemkau holds Series 63 and Series 65 credentials and is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

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.

Nicole Hutcheson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners, HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

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.

Alan Hafferkamp is a financial advisor with Wells Fargo Advisors in Woodstock, IL, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is involved in managing a family farm in Sharon, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

Constantinos Yianas is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 10 years before joining LPL Financial in 2020. 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 advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

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.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.