Jamshed Kavina is a financial advisor with Primerica Advisors in Naperville, IL, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His background includes roles at Ameriprise Financial Services and long-term involvement with Primerica Financial Services and H&R Block, where he works as a Master Tax Advisor providing tax preparation and advice. Outside of advisory services, he is involved in sales related to mortgage products and home security referrals 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 clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

David Melby is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Financial Services, Wells Fargo Clearing, Oppenheimer, and CIBC World Markets. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Minnis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Minnis serves as a trustee and power of attorney for several family trusts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of advisory work, he is a co-owner of Emerald Cube Properties and Smeauxk BBQ LTD, where he participates in monthly meetings as a passive investor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Jessica Wanek is a financial advisor with OSAIC and holds the Series 66 designation. She has 25 years of industry experience, having previously worked at FSC Securities Corporation and Waterstone Financial Group. Outside of her advisory role, she is president of W Financial Services, an insurance agency offering property and casualty coverage. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple third-party money managers and utilizes a range of asset-allocation tools and portfolio management approaches.

Mark Wanless is a financial advisor at Edward Jones in Hinsdale, IL, holding the CFP® designation and Series 66 license, with eight years of industry experience. He worked at Cree from 2009 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and associated services, supported by a nationwide network of financial advisors and branch offices.

Joseph Lukowski is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with OSAIC since 2013. Lukowski is also a 50% owner of Advisor Services Group, LLC, a consulting and compliance services firm. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple asset classes.

Brian Bellot is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for nine years before joining LPL Financial in 2018. Bellot serves as a board member of a local nonprofit organization, Go Team 2704. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joshua Mc Broom is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameriprise in 2023. Mc Broom serves as an elected member of the Naperville City Council, participating in local government decisions on development, budgeting, and taxation. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Fsc Securities Corp from 2015 to 2019. Wall also has experience in independent fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by in-house and third-party research and technology solutions.

Craig Lehmann is a financial advisor with Edward Jones in Woodridge, Illinois. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Edward Jones. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Brian Fahrner is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Midwest Bank and LPL Financial. He is based in Frankfort, IL. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities.

Larry Loving is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Protective Life and Waddell & Reed, Inc. In addition to his advisory work, he has maintained activities as an insurance agent focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Martin Durkan III is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory roles, Durkan was employed by Interactive Brokers LLC and the City of Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform supporting various investment strategies and program structures.

Ryan Lloyd is a financial advisor at Edward Jones with CFP® and Series 66 designations. He has over 10 years of industry experience, having previously worked at Northern Trust from 2015 to 2025 before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Richard Panush is a Series 66-licensed advisor with Cetera, where he has worked since 2005, accumulating 28 years of industry experience. His career includes roles at Cetera Financial Specialists LLC since 1997 and leadership as president of Essington Sports Group Limited since 1996. In addition to his advisory work, he is actively involved in accounting and tax preparation and serves as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes automated allocations, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Jonathan Fennell is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Sylvia Juric is a CFP® professional with 41 years of industry experience, currently practicing at LPL Financial since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 1995 to 2025. 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 advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Donald Sharko is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2022, he worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC for 11 years. He is also involved in selling fixed annuities as part of a non-variable insurance business activity. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.