Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Alexander Senyshyn is a CFP® with nine years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Private Advisor Group, Fidelity Investments, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Slowik is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 33 years of industry experience. He has worked at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993 and has been with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven research methods.

Catherine Jones is a CFP® professional with 19 years of experience in financial advising. She is currently with Edelman Financial Engines and has worked within the Financial Engines and Edelman Financial Services organizations since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer both discretionary and non-discretionary investment management options.

William Schultz is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 27 years. He is also the owner of a financial planning business operating as an LLC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party managers to tailor portfolios across various asset classes.

Jeffrey Sweno is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 designations and has a background that includes positions at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. Outside of his advisory work, he is involved with Wintrust Investments, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs alongside retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management with access to diversified strategic and tactical model portfolios.

Chris Lindblad is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Heidi Radder is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her work history includes roles at Avantax Advisory Services and Gene Bell & Associates. In addition to her advisory work, she operates a small bookkeeping business, True Knack, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, including access to third-party managers and multiple portfolio models.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

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.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as CitiGroup Global Markets Inc. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ryszard Szyndlar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at AMR Industries and PFS Investments Inc., alongside his ongoing work with Primerica Financial Services since 1996. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating portfolio management and trading to BNY Mellon Advisors.

Aneta Ivanova is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of finance, she teaches dance as a group fitness instructor at Lifetime Fitness Algonquin. 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 through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive services.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Bradley Lazar is a CFP® and ChFC® with 24 years of experience in financial advising, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC from 2001 to 2020. Lazar serves as president of his homeowners association board and works as a youth soccer referee; he also mentors students in a professional business fraternity and teaches undergraduate business courses as an adjunct professor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Jared Chandler is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016 in Itasca, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Procaccio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Cetera and Cetera Financial Specialists LLC since 2004 and runs Pro Financial Services Group Inc, a tax preparation and bookkeeping firm. In addition to his advisory work, he has experience in health insurance sales and real estate activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, operating with significant scale and multiple program structures.

Marc Schock is a financial advisor with LPL Financial in Barrington, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Noah Fishbein is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2023. His previous experience includes roles at UBS Financial Services and Strategic Wealth Partners, among others. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base, offering wealth advisory planning, investment consulting, and specialized services to individuals, institutions, and public entities, with notable capabilities in municipal and public finance.

Scott Dahl is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He offers specialized guidance in pre-retirement planning for successful individuals and small business owners aiming for a secure transition into retirement. Scott utilizes a defined process with each client to create personalized financial strategies that align with their unique circumstances, fostering long-term relationships. He assists clients with wealth planning, estate and income tax planning strategies, asset allocation, and customized portfolio management. Scott maintains regular meetings to ensure clients' financial plans remain consistent with their personal situations. Scott holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana University and is associated with The Exit Planning Institute. Residing in Inverness, Illinois, Scott lives with his wife, Jennifer, and their three children, Ethan, Trevor, and Jillian. He is involved with the Mothers' Milk Bank of the Western Great Lakes and enjoys spending time with his family, watching sports, and pursuing hobbies such as golfing.