John Adcock is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has previously worked at WCG Wealth Advisors, LLC and Massachusetts Mutual Life Insurance Co. Adcock is also involved with Treloar & Heisel, LLC, where he engages in the sale of fixed and non-variable insurance products. MAI Capital Management, LLC provides comprehensive investment management and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Kathy Grubar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2013 and with J.P. Morgan Securities since 2012, following five years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Andrew Reynolds is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering services that include financial planning, access to external asset managers, and insurance product facilitation.

Marie Knorr is a CFP® professional with 24 years of experience in the financial services industry. She currently works at LPL Financial and has held prior roles at Wayne Hummer Investments and Lincoln Investment. Outside of her advisory work, she is involved with several business ventures including Knorr Enterprises and KPT LLC, as well as providing tax preparation and accounting services through Trupoint Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions that include model portfolio programs, third-party asset management, and institutional platforms.

Nathan Ahearn is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 licenses and is based in Naperville, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in its recommendations.

Michelle Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Merrill, Bank of America, American United Life, OneAmerica Securities, and AXA-Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jonathan Vance is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Naperville, IL. His work history includes roles at J.P. Morgan Securities since 2012, JP Morgan Chase Bank since 2018, and Chase Investment Services Corp. from 2007 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations related to futures and security-based swaps.

Mark Karner is a CFP®-certified financial advisor with Edward Jones in Joliet, Illinois, where he has worked since 2002. He has 24 years of industry experience. He serves on the Board of Directors and chairs the Investment Committee at Joliet Catholic Academy and is also Vice President of the JCA Parent Association. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he serves as a soccer referee for the Naperville Park District. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of program options that include financial planning, managed portfolios, and retirement plan consulting.

Luis Gonzalez is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, alongside his tenure at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Seth Wormley is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves on the board of the Association for Individual Development and is an elected member of the Kendall County Board. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tiffany Francis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2016. Outside of her advisory role, she owns a home décor business called The Home Embellisher, which serves friends and family with interior updates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated entities.

Luke Morris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Brokerage Services, Strategic Advisers, Inc., and Mission Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Daniel Faretta Jr. is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Capital Commodity Investments from 2011 to 2017. Outside of advising, he serves as an assistant paddle tennis instructor at Medina Country Club and is a member of the Darien Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies including managed solutions and separately managed accounts, and maintains a large national network of financial advisors and branch offices.

Manuel Ortiz is a financial advisor with LPL Financial based in Plainfield, IL, holding Series 65 and Series 63 credentials and having 13 years of industry experience. His career includes roles at BMO Harris Bank, U.S. Bank, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of his advisory work, he owns and operates Manuel Ortiz Real Estate. 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 through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Timothy Caulfield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Mesirow Financial, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including mutual funds, ETFs, and fund-of-funds.

Jack Frost is a financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its predecessor firm since 1982. Outside of his advisory work, he serves on the Board of Directors for the South Side Muskie Hawks, a local chapter of Muskies, Inc., acting as Treasurer and Membership Chair. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Vella is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.