Martin Quantz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Bryan Luczkiw is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2015 and has provided tax and accounting services through CBC Tax & Accounting since 1997. Outside of advising, he owns a collectibles business on eBay and serves as treasurer for a nonprofit promoting lower Illinois tax initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, supported by ongoing supervision and client reviews.

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Smith is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes positions at UBS Financial Services, Commonwealth Financial Network, and Plexus Financial Services. He is also a for-profit board member of The Center for Board Certified Fiduciaries. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with additional experience at St. John's Lutheran Church and School. His credentials include Series 63 and Series 66 registrations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Brian Sheppard is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and holds the Chartered Retirement Planning Counselor (CRPC) designation earned through The College for Financial Planning Institutes Corp. Brian works alongside colleagues Dave and Svitlana to implement financial strategies focused on retirement planning and other client goals. Brian attended Barrington High School and pursued coursework at DePaul University, though no degree was conferred. He is also a Personal Investment Advisor (PIA) and contributes to The Sheppard Group, which was recognized on the 2024 Forbes "Best-in-State Wealth Management Teams" list. Based in Chicago’s Wicker Park neighborhood, Brian volunteers and fundraises to support local first responders, including running the Chicago Marathon for the Chicago Police Memorial Foundation. His personal interests include golf, martial arts, and reading literature on economics, philosophy, and science.

Gregory Kamp is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Allstate Financial Advisors LLC and Mass Mutual Investors Services. Outside of his advisory work, he serves as a trustee and executor for family trusts and estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Larry Chambers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at North Chicago Community School District, the Law Office of Kenneth Ditkowsky, PFS Investments, and Primerica Financial Services. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party asset managers.

Cora Groble is a Series 66-licensed financial advisor with Edward Jones, based in Arlington Heights, IL. She has two years of industry experience and has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

John Silmon is a CFP® professional with seven years of industry experience, currently serving as an advisor at Edward Jones since 2019. He previously worked at KPMG LLP for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Kurt Kubon is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Citigroup Global Markets, where he worked from 1998 to 2009, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Kubon serves as a trustee for multiple personal trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenarios to model outcomes.

Jeffrey Lord is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones for four years and has been involved with Noble Path Wealth Management and Upstream Investment Partners since 2025. Outside of his advisory roles, he hosts a social media podcast based in Crystal Lake, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various discretionary and non-discretionary strategies.

Thomas Linas is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Masus Financial Group and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mark Duris is a financial advisor with Merrill in Schaumburg, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America since 2017 and Merrill since 2016. Outside of his advisory roles, he is involved with CampReward, Inc. and has a long-standing association with Tazza Coffee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, with a range of tactical asset allocation options and support services.

David Hubbard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Total Clarity Wealth Management and Cetera Advisor Networks. Outside of his advisory work, he has entrepreneurial involvement in several business ventures, including Exemplar Financial Network and Exemplar Accounting & Tax Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors who implement a range of investment strategies.

Theodore Woytowicz is a financial advisor with LPL Financial in Lincolnshire, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he participates in the Park Ridge Citizens Patrol. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of investment adviser representatives.

Lloyd Montgomery III is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial since 2009. He is also the owner of Montgomery Wing LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses a non-discretionary, goal-based approach with analytical tools to tailor recommendations and supports municipal and public finance work through a unique affiliation.

Jordan Micklow is a financial advisor with Edward Jones in Lake Forest, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Pacione is a financial advisor at Edward Jones in Schaumburg, IL, holding Series 63 and Series 66 credentials with 11 years of industry experience. He has been with Edward Jones since 2015. Pacione serves on the Finance Committee of the Community Association Institute, a 10-member group that meets monthly to review the organization's finances. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.