Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 21 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2004 and previously spent six years with Morgan Stanley DW Inc. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Johnel Mayberry is a financial advisor at Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Primerica Advisors, he was self-employed and has worked at PFS Investments Inc. since 2024. He also receives compensation for referrals related to home security, automation products, and loan services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Jill Merritt is a financial advisor at Morgan Stanley with two years of industry experience and holds the Series 66 designation. Prior to joining Morgan Stanley in 2024, she worked in education at Elmhurst School District 205 Jefferson Elementary and is involved with Shred415, a recreation-focused business, where she serves as an employee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Fabian Smith is a financial advisor with Cetera in Westchester, Illinois, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with firms including Avantax and Turbo Tax, and owns The Cona Group Inc, a tax planning and preparation business serving individuals and businesses. In addition to his advisory role at Blue Skies Financial Advisors LLC, he provides financial coaching focused on budgeting and debt management. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide, offering portfolio management, financial planning, and retirement services to a broad client base ranging from individual investors to institutional accounts. The firm operates a multi-manager platform that includes affiliated and third-party model portfolios and manages over $256 billion in assets.

Joseph Vance is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior name Axa Advisors, LLC. Before entering the financial services industry, he worked in retail at Home Goods for two years. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through both proprietary and third-party advisory programs.

Adriana Frazier is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 2013 and previously worked at D.A. Davidson & Co. Outside of her advisory role, she is a member and owner of Production Spring, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, using a variety of portfolio management styles supported by affiliated research and model managers.

Melissa Uylaki is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to this, she worked at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers access to broader derivatives and commodities capabilities.

Gene Becker is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2018, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Becker is a partial owner of several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet specific net-worth thresholds across various planning areas.

Richard Cohen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals through personalized wealth management strategies tailored to their individual needs and the changing market conditions. He provides access to the investment insights of Merrill as well as banking and lending solutions through Bank of America. Richard holds a Bachelor's Degree from the University of Illinois System and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community participation and spends time volunteering with local organizations.

Patrick Mcnamara is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at Ameriprise from 2006 to 2009 before joining LPL Financial, where he has been since 2009. In addition to his advisory role, he operates McNamara & Toscano Tax Services, providing tax preparation and accounting services. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

Louis Montana is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. He previously worked at UBS Financial Services from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lizbeth Menjivar is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held various roles within Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Lizbeth has experience in helping customers develop customized financial plans aimed at assisting families in working towards their long-term financial objectives. She focuses on building relationships to understand each client's personal, professional, and financial goals, enabling the creation of tailored financial strategies. Outside of her professional work, Lizbeth enjoys family activities, food, Pilates, traveling, volunteering, and yoga.

Amy Gross is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at Merrill and Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

William Flowers is a CFP® professional with 18 years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2023, following a 14-year tenure at Edward Jones. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Isabel Acton is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in marketing and athletics administration, including positions at Razorfish and the University of Illinois Division of Intercollegiate Athletics. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.