Daniel Statam is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and academic appointments at the University of Illinois. Outside of his advisory career, he was involved with Campus Garage and Carpool and Tru Blades, indicating interests in entrepreneurial ventures. 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, offering a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Barry Krumwiede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior experience includes 14 years at J.P. Morgan Securities and operating Krumwiede Farms since 2000. He serves as a board member of Buckley State Bank, a for-profit institution. 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 services, with access to model portfolios, research, and technology-driven investment strategies.

Kurt Royer is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2019. Prior to that, he worked at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse investment program options.

Rebecca Klody is a CFA® charterholder with 22 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as a financial advisor and co-branch owner of Teegarden Wealth Advisors LLC. Her prior experience includes roles at Amg Distributors, Inc. and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Hazen is a financial advisor with Ameriprise in Westmont, IL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at LPL Financial LLC and is involved with Nolan Wealth Management as an outside business activity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Paul Walker is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2025 to 2026. His professional experience also includes working as a Financial Solutions Advisor at Merrill Lynch between 2024 and 2025, and as a Loan Structure Specialist at Bank of America from 2018 to 2025. In his career, Paul has focused on providing financial guidance and solutions to individuals and families to help them work toward their most impactful goals. Outside of his professional work, he has interests in art, board games, family activities, fitness, painting, and photography.

Arthur Renier III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He has held various roles within Wells Fargo-related entities since 2009. Outside of his advisory work, he is a 50% owner and co-trustee of The R-B Financial Group, a financial practice based in Oakbrook Terrace, IL. 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 tailored recommendations using proprietary research and tools and offers a broad range of planning services including specialized areas such as business-owner transition and special-needs analysis.

Candice Monroe is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Carlos Bedolla is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, Apple, Beacon Funding, and DePaul University. Outside of his advisory work, he sells items on eBay. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Cahill is a financial advisor with Ameriprise in Lemont, Illinois, holding Series 63, 65, and 66 designations and bringing 15 years of industry experience. He worked at The Northern Trust Company for 12 years before joining Ameriprise Financial Services, Inc., where he has been since 2018. Outside of his advisory role, he serves as the committee chair for Scouts BSA Troop 229 in Lockport, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Joseph Siwek is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad scope of retail and institutional offerings.

Stephen Kurka is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

James Shannon is a financial advisor with Osaic Wealth, Inc. in Burr Ridge, IL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. Outside of his advisory work, Shannon serves on the advisory board of Misericordia Home, which supports individuals with developmental disabilities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance assessments to manage diversified portfolios.

Daniel Jakuta is a financial advisor with RBC Capital Markets, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience and has previously worked at City National Bank, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Liam Hansen is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His prior experience includes six years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as treasurer for Word of the Truth Ministries and is the owner of Hansen Reserve Honey Co., a honey sales business. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Nathan Nelson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Scottrade, TD Ameritrade, and Charles Schwab. Outside of his advisory role, he serves as a trustee and estate executor for a family trust. Charles Schwab & Co., Inc. serves a large client base, 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’s investment approach combines non-discretionary client guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven alternative investments.

Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

William O'Brien Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is a co-owner of a car fabrication business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market models.

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.