James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. 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 large nationwide network of financial advisors and branch offices.

William Moore is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include a decade at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property sales and building renovations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management options.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jason Soucie is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he serves on the investment committee for the Riverside Healthcare Foundation and holds a 20% ownership stake in Vista Wealth Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs through a large network of advisors.

George Curtin is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he managed a rental property business from 2013 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a combination of quantitative and qualitative due diligence.

Joseph Sikma is a CFP® professional with three years of experience in financial advising, currently with Stifel since 2022. Before joining Stifel, he worked at PrairieView Wealth Partners and has held roles in both community education and manufacturing. Outside of his advising role, he serves on finance committees for local organizations including a church and a YMCA, and also proctors college admissions exams at a community college. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, providing brokerage and advisory services along with financial planning supported by a proprietary investment methodology developed by its Investment Strategy Group.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Keith Hearns is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2019, with earlier experience at Summit Financial Group and James Hearns And Associates, where he has been a partner since 1986. Outside of finance, Hearns is involved in accounting, bookkeeping, and tax services through his partnership in James E Hearns and Associates, LLC, and participates in cattle and grain farming through the Wilson Hearns Farm Partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning from automated allocations to custom strategies.

Ivan Palomares is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at Fay Servicing LLC for 11 years. Outside of advising, he owns rental property in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services.

Pamela Bettenhausen is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She is involved in several business ventures, including ownership of Strategize Home Solutions LLC, which focuses on referral marketing for mortgages, and she serves as a partner at Strategize Wealth Management Group Inc., where she trains and mentors independent professionals. Additionally, she holds administrative responsibilities at Strategize Tax Service LLC, which prepares tax returns for the public. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm provides various portfolio management options, financial planning, and access to third-party managers, operating as a multi-manager platform that supports discretionary and non-discretionary strategies.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 38 years of industry experience. Her career includes long tenures at Waddell & Reed, INC. and various insurance carriers, as well as operating Gant Enterprises Inc. She is based in Matteson, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, including financial planning and access to third-party asset management.

Llanely Medina is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Raymond James, Medina worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized services including municipal advisory and SIMPLE IRA employer advisory programs.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cameron Wheeler is a financial advisor with J.P. Morgan Securities based in Frankfort, IL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Charles Schwab and Charles Schwab Bank from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broad derivatives and commodities capabilities.

Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.

Ryan Weimer is a financial advisor with Edward Jones in Bourbonnais, IL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for First Christian Church from 2007 to 2018. 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 strategies supported by a large nationwide network of financial advisors and branch offices.