Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

Ethan Miller is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC, J. Krug & Associates, Inc., and several roles outside the financial industry, including work at Illinois State University and Mistwood Golf Club. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager options.

Matthew Briggs is a financial advisor at Edward Jones in Geneva, Illinois, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at St. Charles Trading, Inc. for four years and held roles at Judson University and Ergadoo Inc. He does not have any additional business activities noted. 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 range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Bare is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Sackett is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Inc. and Securities Service Network, Inc. Additionally, he serves as co-trustee of a charitable remainder trust established with his wife. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Jarrod James is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and Waddell & Reed. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

John Jermak is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. His career includes roles at Knights of Columbus and Waddell & Reed Inc. He is president of JG Jermak & Associates, a home-based business entity primarily for tax and investment purposes. 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 financial planning and investment management services through a large network of advisors using various portfolio strategies and technology tools.

Kencie Zmich is a Certified Financial Planner® (CFP®) with 13 years of industry experience, currently serving as an advisor at Edward Jones since 2012. She participates on the advisory board for the Finance Department at Western Illinois University, attending semi-annual meetings to provide input on the finance curriculum and labor market trends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and branch offices.

Scott Gengler is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and spent sixteen years at CUSD 308. Outside of advising, he owns Thomjohn Properties LLC, a business involved in residential property rental. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eric Salek is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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.

Jackie Emerick is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at 4 Hermanos LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence combining quantitative and qualitative research, and may include ESG considerations.

Benjamin Black is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans and build trusted personal relationships aimed at achieving their financial goals. He focuses on being responsive and empathetic to client situations, fostering strong, enduring client relationships. Prior to joining Fidelity Investments in 2023, Benjamin held roles as a Financial Advisor at Merrill Lynch from 2018 to 2022 and from 2013 to 2015, as well as at Wells Fargo from 2015 to 2018. He also worked as a Wealth Management Analyst at Morgan Stanley between 2006 and 2013 and began his career as an Internal Wholesaler at Van Kampen Investments from 2002 to 2005. Outside of his professional responsibilities, Benjamin enjoys biking and staying active on his road bicycle. He is a parent of two children and also pursues interests in pets, photography, traveling, and volunteering.

Lark Ramirez is a financial advisor at OSAIC with 23 years of industry experience. She holds the Series 63 and Series 66 designations. Before joining OSAIC in 2024, she worked for Woodbury Financial Services for 19 years. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary management and third-party solutions.

Charles Schoenjohn Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1995, assisting clients with retirement planning and investments. Mr. Schoenjohn specializes in areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, and tax minimization. He holds a Bachelor's Degree in Finance & Investment from Babson College, with additional academic experience at Richmond College in London and Harvard University. His professional designations include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Mr. Schoenjohn enjoys cooking, painting, and photography. He lives in the Chicago suburbs with his wife and four children and engages in personal interests such as riding his Harley Davidson motorcycle and developing black and white photographs.

John Milder is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with LPL Financial since 2016. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and operational tools.

Aaron Turner is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and a structured oversight process.

Timothy Kamin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 25 years. He is also involved in a non-investment-related business entity, DataAnnotation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Joel Heffington is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement recommendations through a centralized consulting team.

Patricia Paulik is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Heartland Bank, Sanctuary Securities, Merrill, Banc of America Investment Services, and LaSalle Financial Services. She is involved in managing a strategic planning services business unrelated to investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Bish is a financial advisor at Edward Jones in Oswego, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive advisor and branch network, as well as its affiliated services including trust, mutual funds, and securities-based lending options.