Flavius Sindile is a CFP® with 17 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Neil Sternberg is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2004. Outside of his advisory role, Sternberg is the president and owner of Leadwell Team, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Keith Krause is a financial advisor with Raymond James Financial in Park Ridge, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James since 2006 and also operates the Krause Investment Group and Independent Advisor Network, LLC. Krause serves as a board member and finance committee chair for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through advisory programs and specialized municipal and SIMPLE IRA consulting services.

Emmanuel Sequeira is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in academia at San Jose State University and The University of Texas at El Paso. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Maciej Kielbasinski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he was president of VMK Consulting Group, Inc., a business offering photography, marketing, and design services. He also serves as an election judge and assist instructor for a local scuba diving training center. Thrivent Investment Management provides Dedicated Planning Services through a network of advisors, focusing on holistic, goal-based analyses for individuals, families, businesses, and nonprofits. The firm emphasizes planning without discretionary trading authority and offers integrated planning and managed-account options under its WealthPlan program.

Alec Bradley is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Evanston, IL. He has six years of industry experience, including prior roles at the University of Wisconsin and Warren Township High School. Alec is also involved as an independent contractor with two support companies, Bradley Investment Center and Bradley Private Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and nonprofit organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialty services in municipal and public finance.

John Desantis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at VOYA Financial Advisors and has been with Cetera and its affiliates since 2014. Outside of his advisory role, he owns and operates an independent insurance agency that focuses on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple investment strategies and program platforms.

Margaret Kukawski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at various J.P. Morgan entities since 2010, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Herbruck is a Planning Consultant at Fidelity Investments, working from the local Investor Center in Highland Park, IL. In this role, he supports two Wealth Management Teams and their clients by reviewing and analyzing financial plans, providing education, and offering investment guidance to help clients work toward their financial goals. Joseph's experience in the financial services industry includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Representative at Lifetime Financial Growth. He also gained experience as a Qualified Plan Intern at Black Box Pension Advocates, LLC. Outside of his professional work, Joseph has interests that include family activities, playing musical instruments, music, pets, traveling, and volunteering.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2013. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Echales is a financial advisor at Cetera with 38 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His career includes roles at Genworth Financial Planning Corporation, EchaLes, Benjamin & Simkin, LLP, and The Hechtman Group. He operates an investment practice under the name EBS Wealth Management Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Bradley Burrows is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to this, he was employed at Enterprise Rent-a-Car and Chicagoland Pool Management. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sean Bjork is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with firms including Waterstone Financial Group and Independent Financial Partners and currently provides investment advisory services through Global Retirement Partners. Outside of his advisory work, Bjork volunteers as a firefighter and EMT with the Lake Bluff Fire Department and coaches alpine ski racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing diverse investment strategies and technology tools, and supports one of the largest advisor networks in the industry.

Henryk Rawner is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Equitable Advisors and the Law Offices of Zofia Rawner PLLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Marvin Somlo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the investment industry. He focuses on helping families navigate financial planning tailored to their unique goals and needs, including college education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Marvin holds an MBA from Loyola University Chicago and a Bachelor's Degree from Vanderbilt University. He maintains several professional designations and registrations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and FINRA Series 6, 7, SIE, 63, and 65 registrations, along with Life and Health licenses. He takes a client-centric approach by getting to know his clients and understanding their priorities to develop personalized strategies. Marvin integrates experience with ongoing advice and guidance as clients' needs evolve. Outside of his professional role, he enjoys pickleball, tennis, traveling, and spending time with his family.

Joel Ridle is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been with Merrill for over 15 years, focusing on retiree wealth management, portfolio management, financial guidance, and working with small to mid-size businesses. Joel is a Personal Investment Advisor (PIA) and a qualified Portfolio Manager who provides traditional advice and guidance, as well as manages personalized or defined strategies on a discretionary basis. These strategies may incorporate individual stocks and bonds, model portfolios, and third-party investment approaches. Joel holds a Bachelor's Degree in Business Management from Western Illinois University. He is involved with the Sigma Chi Fraternity and participates in community organizations such as the Golden Eagles Wrestling Club. In his personal time, Joel enjoys baseball, golfing, and traveling. He has been married to his wife, Sandy, since 1994, and together they have four children.

Lambros Konstantellos is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Charles Schwab, TD Ameritrade, and U.S. Bancorp Investments. He also serves as a parish council member at St. Haralambos Greek Orthodox Church, where he participates in governance and strategic planning. In addition, he supports a family-run arts and crafts business through occasional operational and bookkeeping assistance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Charles Rosen is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He previously worked at Aegis Capital Corp and Marc Jacobson and Associates. Outside of advising, he holds a role as Assistant Vice President of Operations at Marc Jacobson & Associates LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Rita Maliekal is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. In addition to investment advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Catherine Gripper is a financial advisor with Equitable Advisors in Arlington Heights, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked for School District 25. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.