Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with OSAIC since 2016. Outside of his advisory role, he owns and manages Pawula Financial Group, where he provides life and health insurance products and financial advice to individuals, families, and small companies. OSAIC serves a diverse client base including retail and institutional investors, offering services such as brokerage and investment advisory, financial planning, and retirement plan consulting. The firm employs a variety of asset-allocation and portfolio management tools and supports multiple advisory platforms and third-party managed account solutions.

Heather Cortez is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Old National Bank, First Midwest Bank, and Chase Bank. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Mark Lechowicz is a financial advisor with LPL Financial in Crystal Lake, Illinois. He holds a Series 66 designation and has 21 years of industry experience, including prior work at Cetera Advisor Networks. He has also taught at McHenry County College since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research.

Samantha Lerette is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. In addition to her advisory role, she operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Thomas Flynn is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. His prior work experience includes a brief period at Mens Wearhouse in 2018. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Eric Thornburg is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Steven Van Dusen is a financial advisor with Edward Jones in Spring Grove, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at BMO Harris Bank and as a self-employed consultant. Outside of his advisory work, he owns and manages a three-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Bobrowicz Jr. is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Woodstock, IL, and has 11 years of industry experience. He previously worked with Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. He also has entrepreneurial involvement as a part-owner of Bobrowicz Wealth Management Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to deliver customized recommendations.

Mark Manthey is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and OneAmerica Securities, as well as managing member and owner of Naythem Consulting, LLC, a contracting business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Katie Buckler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1998 and 2007, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Joshua Allen is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2015 and J.P. Morgan Securities since 2012. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Mark Geraci Jr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from various sources.

Kristen Graham is a financial advisor with Thrivent Investment Management in Crystal Lake, IL. She holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to joining Thrivent, she worked at Northwestern Mutual Wealth Management Company and Aon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a wide range of topics. The firm offers these services as either one-time or ongoing engagements and allows clients to integrate planning with managed-account programs through a consolidated billing option.

Troy Ackman is a financial advisor at Fidelity with nine years of industry experience. He has worked with Fidelity Investments since 2021 and previously spent four years at Edward Jones. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with additional roles in advisory services for registered investment companies and fund-of-funds.

Charles Boe is a CFP®-credentialed financial advisor with Wells Fargo Advisors in Woodstock, IL. He has 46 years of industry experience and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he holds a minority ownership interest in a private country club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various financial needs.

Michael Kline is a financial advisor at Edward Jones in McHenry, IL, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at TD Ameritrade and Edward Jones Investments, as well as involvement in collegiate athletics at the University of Colorado Boulder and University of Nebraska. In addition to his advisory work, he serves as Membership Chair for the PROPS Referral Group, focusing on recruiting and onboarding new members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Cameron Hubbard is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He previously worked at CETERA Advisor Networks LLC and has been associated with Exemplar FN since 2010. Outside of his advisory role, he serves as a city council member and holds a nonprofit board position in Crystal Lake. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

Erik Gullickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he is involved in tax preparation through two businesses and serves as the Chair of the Finance Committee and a Board Member for The Conservation Foundation, a nonprofit focused on land and water conservation in northern Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs fact-finding, risk profiling, and modeling tools to deliver tailored, non-discretionary planning and consulting.

Mark Mascharka is a financial advisor with J.P. Morgan Securities in Cary, Illinois, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 and investment management capabilities.

Joseph Nabozny is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Nabozny also operates a tax preparation and accounting business, Exemplar Accounting & Tax, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.