John Mannix Jr. is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and Morgan Stanley. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and brokerage services.

Sean Poznicek is a financial advisor with Cetera Financial Specialists LLC, holding a Series 66 designation and nine years of industry experience. He has been with Cetera since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios and third-party managers.

Muneera Dawood is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Andrew Curry is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and over 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is involved as the sole proprietor of a publishing business and is a partner in Cachufa Games, a retail and online gaming store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kevin Rieger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Joseph Boyko is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Cetera and its related entities since 2010. He also serves as a financial professional and head of business development at Barbara E. Charal and Associates, Inc., and is involved with Genova Wealth in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Mark Lechowicz is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. He has taught at McHenry County College since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management approaches.

Jack Reiff is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 advisors and 15,100 branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Christian Sosnowski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. since 2020. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Suzann Schroeder is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has been with Merrill for 26 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Alberto Panzeca is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera since 2016 and has also operated his own CPA practice since 2000, providing accounting and tax services. Panzeca serves as a board member of the Addison Police Pension Fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dale Stern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over 21 years with Harris Investor Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alma Pajova is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wells Fargo Clearing and has previously worked at ORG Partners, Hightower Advisors, and Mariner Wealth Advisors. She also provides financial services consulting for Gerson Lehrman Group, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

Steven Schwer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Perry Mason's Tax Service since 1993. Outside of his financial work, Schwer is a sports referee and serves on the board of a recreational soccer nonprofit. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

John Bergquist is a financial advisor with Cetera in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera and its affiliates since 2004 and maintains John Bergquist & Associates, offering tax and accounting services with limited power of attorney for clients. He also provides limited health insurance referrals through a related business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform with a variety of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

James Glenn is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non–high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Stephen Rudman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. He is based in Deerfield, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment models to support financial plans and manages approximately $2.74 trillion in client assets.

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.

Debleena Chaudhuri is a Series 66-credentialed financial advisor with Merrill, based in Streamwood, IL, and has five years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at US Bank from 2018 to 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of financial products and services.