Matthew Reynolds is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he is involved with Partnerland LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Eric Lederman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services and Clear Track Financial Advisors for eight years and spent one year with Wayne Hummer Investments. He is also a notary public in the state of Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

William Sheehan is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in Naperville, IL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her professional background includes over three decades at Waddell & Reed, along with roles at various insurance carriers and her own business, Gant Enterprises Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs and services supported by proprietary research, third-party subadvisors, and a variety of portfolio management options.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Earlline Davis is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018 and has extensive prior experience with Ameritas Investment Corp, Harris Investorline, and Harris Bank. Outside of her advisory role, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lukas Bergstrom is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior work includes roles at BMO Harris Bank and The Prudential Insurance Company of America. Outside of finance, he has been involved with 4 Star Casting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Mansoor Ahmed is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 16 years. Outside of his advisory role, he is involved in several healthcare-related business ventures, including dental practice management, medical billing and coding, chronic care management services, and medical device provision, as well as a healthcare software development partnership. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing a wide range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms.

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.

Walter Meyers is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and OSAIC. He serves as a non-profit board member for River Bend HOA in Joliet, IL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products via an integrated platform.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Tiondra Purnell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at several financial firms, including DuPage Credit Union and Onemain Financial. Purnell is based in Homewood, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Michael McNeily is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Stone House Investors LLC, an entity established for a convertible debt investment in Posterity Health, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Cameron Wheeler is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Charles Schwab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management 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.

Michele Hall is a financial advisor with Osaic Wealth, Inc. based in Munster, IN, holding a Series 66 credential and 15 years of industry experience. Her prior work includes roles at Royal Alliance, Ausdal Financial Partners, and Wells Fargo Advisors. Outside of advisory work, she operates a tax preparation company and provides notary services for her clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and access to third-party money managers to construct portfolios across various asset classes.

Russell Smith is a financial advisor with Ameriprise in Burr Ridge, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 20 years before joining Ameriprise in 2022. Outside of his advisory role, he serves as a Village Trustee for Burr Ridge. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendation tools to support personalized retirement planning.

Amber Harris is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Cetera since 2018 and previously spent 15 years at Invest Financial Corp and over two decades at Maquette Bank. Outside of her advisory role, she sells dry nail polish sets and owns a business making and selling handmade jewelry and accessories. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Matthew Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is a co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services primarily to individual clients rather than institutional or pension-plan investors.