Timothy Leonchik is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Principal Securities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services including financial planning, advisory and brokerage solutions, and access to model wealth portfolios and third-party asset management programs.

Lloyd Montgomery III is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2009 and is also the sole owner and managing member of Montgomery Wing LLC, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support capacity rather than as a delegated manager.

Ajit Gandhi is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. His other business activities include sales of non-variable insurance products, including Medicare Supplement insurance and fixed insurance offerings. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Anthony Pacione is a financial advisor at Edward Jones in Schaumburg, IL, holding Series 63 and Series 66 credentials with 11 years of industry experience. He has been with Edward Jones since 2015. Pacione serves on the Finance Committee of the Community Association Institute, a 10-member group that meets monthly to review the organization's finances. 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 broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Roshni Khory is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to her advisory role, she is involved in independent insurance brokering with Mass Mutual. Ameriprise is a large institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations.

Kevin Ehlers is a ChFC® credentialed financial advisor with Ameriprise in Downers Grove, IL, bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 1991. Outside of advisory work, Ehlers serves as vice president on the board of a homeowners association and is involved in independent insurance brokering and tax preparation services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Teik is a ChFC® professional with 38 years of industry experience, currently serving at LPL Financial since 1997. He holds the Series 63 license and has a background that includes roles in insurance and tax preparation as well as consulting, where he is Vice President and Treasurer of Ossanna Consulting Group, Inc. based in Barrington, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting supported by in-house and third-party research, along with various portfolio management options.

Steven Fischer is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1987 and Bank of America since 2009. He serves as a committee member for the OLPH Men's Club, a charitable organization focused on community volunteering and fundraising. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Gary Weinlein is a financial advisor at Cetera with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Avantax Advisory Service, Ameriprise, and 1st Global Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to both affiliated and third-party investment managers across various program structures.

Darshil Patel is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, his work background includes roles at Groupon, UPS, and Proteintech Group Inc. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Froman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2006 and began his career in financial services in 1996. Jeffrey specializes in working with businesses to address their retirement, benefit, executive, and equity compensation program needs. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). These credentials support his ability to tailor and manage retirement benefit plans suited to the unique needs of organizations. He provides a broad range of services to plan sponsors, including plan design guidance, provider selection, plan performance tracking, investment menu updates, and employee education to encourage participation. His approach includes reviewing plan features and investment options to identify opportunities for improvement in technology, reporting, fees, and fiduciary risk management. Jeffrey earned a Bachelor's Degree from Illinois Wesleyan University and a Master's Degree from DeVry University.

Julianne Ness is a financial advisor at Fisher Investments with 17 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Deutsche AM Distributors, Inc. for eight years. Outside of her advisory role, she serves as the secretary for the Woods of Fox Glen HOA, taking notes of board meetings. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Karen Simmons is a financial advisor with Merrill in Schaumburg, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Merrill since 2003 and joined Bank of America, N.A. in 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America's broader corporate platform, providing access to a wide range of products and services.

Rachel Schuck is a CFP® with 10 years of industry experience currently serving as a financial advisor at Edward Jones since 2015. Prior to Edward Jones, she worked at Pub 222 from 2011 to 2017. She also consults on investment decisions for her husband's company, Chicago Private Air, an airplane management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jahkelle Jones is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Schaumburg, IL. His work history includes roles at BMO Bank, Wells Fargo Clearing Services, Wells Fargo Bank, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Gail Clark is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advising, she is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Frank Gioe is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Thrivent Financial for Lutherans and Empower Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics. The firm offers these services through a network of Financial Advisors and maintains separate planning and managed-account programs without discretionary trading authority.

Benjamin Grey is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Wheaton College for six years. Outside of his advisory role, he directs the High School Ministry at Holy Cross Lutheran Church in Wheaton, IL, leading youth group activities, Sunday School, and seasonal retreats. 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 approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

James Sexton is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 1998 across various affiliated entities and manages his own public accounting firm. Sexton also serves as chairman of the Neuroblastoma Children's Cancer Society, overseeing fundraising and family support efforts. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and consulting services across discretionary and non-discretionary programs.

James Mcghee is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He also acts as a trustee of his mother’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.