Scott Cimo is a CFP® professional with 17 years of experience in the financial industry. He currently serves as an advisor at LPL Financial since 2021 and previously worked at JP Morgan Securities LLC from 2015 to 2021. Outside of his advisory role, Cimo is involved with several business entities related to wealth management and investment activities. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jose Solis currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of financial professionals focused on delivering a customer experience centered around financial planning. Prior to becoming Branch Leader, Jose worked as a Planning Consultant at Fidelity Investments from 2022 to 2025. His career in financial services also includes roles as a Financial Solutions Advisor at Merrill Edge from 2017 to 2022, a Financial Consultant at E*TRADE Financial from 2015 to 2017, and a Branch Service Representative at E*TRADE Financial from 2014 to 2015. He began his financial services career as a Relationship Banker at JPMorgan Chase Bank NA from 2011 to 2014.

Judson Mann is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. In addition to his advisory role, Mann owns and operates an independent insurance agency serving many of the same clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment platforms using firm-supported asset-allocation and risk management tools.

John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northern Illinois University. Outside of his advisory work, he is a co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and asset allocation methodology.

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 prior work history at Equitable Financial Life Insurance and Equitable Advisors LLC. Outside of finance, she has held roles at Elmhurst University and Whole Foods Market. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Silva Padowski is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at LPL Financial in Naperville, IL. Prior to joining LPL Financial, Padowski worked five years at Private Advisor Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Kevin Merling is a financial advisor with LPL Financial in Naperville, IL, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Highpoint Advisor Group, LLC from 2016 to 2018. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from various sources.

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 at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010. In addition to his advisory role, he is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

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, holding Series 63 and Series 66 credentials and having five years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joseph O’Hare is a financial advisor with Ameriprise in Mount Prospect, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team and algorithmic tools.

Altynai Sulaimanova is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has experience with firms including PFS Investments Inc. and Primerica Financial Services, and also has involvement in tax-related businesses. Sulaimanova's background includes roles in accounting and logistics. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies primarily managed by unaffiliated asset managers and operates with approximately 3,935 advisors and about $15.5 billion in assets under management.

Paul Campbell is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jack Hull is a financial advisor with Osaic Wealth, Inc. based in St. Charles, Illinois. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, he serves as Vice President of Corporate Benefit Advisors, a firm providing employee benefits primarily focused on group medical insurance for small groups. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs sophisticated portfolio construction tools, supporting both discretionary and non-discretionary account management.

Luke Widmer is a financial advisor at Edward Jones in Wheaton, Illinois, holding a Series 66 credential with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists from 2010 to 2017. He serves as a board member of two private family foundations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through 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 with Osaic Wealth, Inc. based in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Renaissance Financial Corp., Gcg Financial, and Securian Financial Services. Outside of his advisory work, he serves on multiple nonprofit boards, including as Treasurer of Pinnacle Forum and Board Member of the United Nations Christians Embassy in New York. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers using a variety of investment strategies and tools.

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.