Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Banner is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent since 2007. Outside of her advisory role, she is a member of JTB Real Estate LLC, where she occasionally handles paperwork and record keeping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary portfolio management. The firm’s approach includes combining planning with managed-account programs under a consolidated billing option while maintaining separate services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Bryan Reed is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Allstate Financial Services and Allstate Insurance. Outside of advising, he is employed by Festival Foods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Lambert is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, Lambert operates a sole proprietorship, Lambert & Associates, unrelated to investments, and is involved in the sale of home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of model offerings.

Mauricio Currea is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Wayne Hummer Investments for 12 years and has operated Primaso Management LLC since 2008. 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Barry Proctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for Wayne Hummer Investments for 20 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support various investment strategies.

Leland Werner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018. Prior to his financial advisory career, Werner spent five years at Wickstrom Auto Group. Outside of finance, he owns and operates Werner Motorsports, where he manages operations and serves as a racing driver and head driving instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Adam Solano Jr. is a financial advisor with Mass Mutual Investors Services in Grayslake, IL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and has worked with MassMutual Life Insurance Company since 1993. Outside of his advisory role, he is an author of nonfiction works, engages in public speaking, and is a candidate for Avon Township Trustee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver tailored recommendations.

Deborah Besenhofer is a CFP®-designated financial advisor with Edward Jones, based in Kenosha, WI, and has 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages a rental property in Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has worked with PFS Investments Inc. since 2000 and has been affiliated with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is the owner of a business called Just a Little Kick. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC, Spectrum Wealth Advisors, City of Kenosha, and PPG Partners LLC. Outside of advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party resources to construct diversified portfolios for individual and institutional investors.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and also operates RJW Investment Consultants and RJW Insurance Consultants, providing insurance and investment consulting services. Additionally, he offers college funding counseling through RJW College Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with third-party strategies, and supports both discretionary and non-discretionary account management.

Quinn Landl is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working with the Krannert Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Sean Welsh is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Spectrum Wealth Advisors. OSAIC serves a diverse range of retail and institutional clients by offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

John Reakes is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience, including roles at Old National Bank since 2022 and First Midwest Bank from 2016 to 2022. Reakes also operates as a financial advisor and wealth advisor at Old National Bank in addition to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from multiple sources.

James Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.