Kenneth Lydecker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 54 years of industry experience. He has worked with Cambridge since 2009 and has previous experience at firms including Heritage Ins Inc and Agency for Planned Benefits, Inc. Lydecker also serves as a board member of Carol's Way Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Gregory Katzman is a CFP® and Series 66 credentialed financial advisor with 26 years of industry experience. He has been with Ameriprise since 2017, currently serving in Chicago, IL. His prior experience includes roles at Waddell & Reed and involvement with community organizations such as the Andersonville Chamber of Commerce and the Kiwanis Club of the North Shore. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to provide tailored, research-driven recommendations that integrate tax-efficient withdrawal strategies and Social Security planning.

Mrugesh Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes multiple roles within J.P. Morgan and Fidelity, as well as a teaching position at Oakton Community College. 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 applying an ESG eligibility framework in its recommendations.

Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.

Valerie Sutton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2015 and has been involved with community organizations including First Church Lombard and Church of the Holy Nativity for over a decade. Outside of advisory services, she is involved in sales of home security and automation products through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages advisory services through a large network of financial advisors and utilizes model-delivery strategies alongside discretionary separately managed accounts.

Keith Schoepke is a CFP® professional with 19 years of industry experience based in Crystal Lake, IL. He is the sole advisor at Wynstone Investment Advisors, LLC., an independent firm. Schoepke has worked with J.P. Morgan Securities Inc since 2007. Wynstone Investment Advisors serves clients seeking personalized financial guidance with an independent approach to investment management.

James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.

Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.

Robert Lefevre is a CFP® professional with 24 years of industry experience and has been the principal at Lefevre & Associates since 1990. He also owns and operates a public accounting practice offering accounting and income tax preparation services. Lefevre & Associates is an independent firm based in Palatine, IL.