Isabella Rahman is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Equitable Financial Life Insurance, Equitable Advisors LLC, and JPMorgan Chase Bank, N.A. Outside of finance, she has experience working with Elmhurst University and in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks where applicable.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Silva Padowski is a financial advisor at LPL Financial in Naperville, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience, including five years at Private Advisor Group, LLC, and a long tenure with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives utilizing various strategies and tools.

Kevin Merling is a CFP® with 19 years of industry experience, currently advising through LPL Financial in Naperville, IL. He has previously worked at Fidelity and Highpoint Advisor Group and has been with LPL Financial since 2016. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Michael Maxstadt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at METLIFE Securities Inc for 17 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages a family farm as the managing member of MWT Estate, LLC. 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 offers financial planning, asset management, and educational programs using detailed client data and firm-approved analytical tools.

Drew Patterson is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2007 to 2010. Outside of his advisory role, he serves as a notary, dedicating a portion of his time to that activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including advisory and brokerage solutions supported by model portfolios, third-party managers, and technology tools.

Quincy Jones is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Andrew Bass is a financial advisor with Primerica Advisors in Elgin, IL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has prior experience at Slated Entertainment Inc. and Manierre Elementary School. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Carl Priebe is a financial advisor with J.P. Morgan Securities in Aurora, IL, holding Series 63 and Series 66 licenses and having five years of industry experience. He has been with J.P. Morgan Securities since 2020 and has additionally worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence combining quantitative and qualitative research and may include an ESG eligibility framework.

Paul Campbell is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial, joining in 2023, and previously spent ten years at Ameriprise Financial Services and twelve years at Equitable Advisors. He also operates a related business entity, P.B. Campbell & Associates, and works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jack Hull is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, Hull serves as Vice President at Corporate Benefit Advisors, a firm specializing in employee benefits for small groups. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Luke Widmer is a financial advisor at Edward Jones in Wheaton, IL, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists for seven years. He serves as a board member for two private family foundations, Oakstone Foundation, Inc. and Steele Foundation, Inc. Edward Jones is a full-service wealth management firm serving 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.

Kile Shafer is a financial advisor at Stifel with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel, he worked at Bank of America and Merrill. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services founded on a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Battin is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Woodbury Financial Services, Renaissance Financial Corp., and Securian Financial Services. Beyond his advisory role, he serves on the board of the NFL Alumni and is treasurer of the Pinnacle Forum, a national nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting various strategies through a complex affiliate network and private-equity ownership.

Kimberly Clark is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and its predecessor entity since 1991. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Mitchell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 13 years before joining Thrivent in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning on topics such as retirement, tax, estate, and special needs, with the option to combine planning with managed account services under a consolidated billing arrangement.

Kaylee Phalon is a CFP® and holds a Series 66 license with 12 years of experience in the financial services industry. She has been with Edward Jones since 2014, working out of the Naperville, IL office. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nancy Roach Wilder is a CFP® professional with 39 years of industry experience, currently serving with LPL Enterprise since 2024. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Ameriprise, Citigroup Global Markets, and others. She is also involved in non-variable fixed life insurance through Prudential and Crump Fixed Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and a wrap program, alongside affiliated insurance and trust services.

Bruce Gilbert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has devoted over 40 years to providing financial and wealth management advice and services, focusing on developing investment portfolios based on clients' needs and goals with an emphasis on financial strategies, asset allocation, and diversification. Bruce provides consulting on both sides of the balance sheet, assisting clients in areas such as liquidity management, retirement planning, and tax minimization. He holds a Bachelor's degree in Economics from the University of Michigan and an MBA in Finance from DePaul University. Bruce has also completed Financial Consulting programs at the Wharton School of Business and carries the Personal Investment Advisor (PIA) designation. Bruce has been married to his wife, Lori, for over thirty-five years and they have three daughters. His personal interests include golfing and traveling.

Sara Mc Grath is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for ten years with Valley View School District 365U. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.