Paul Vanecek is a financial advisor with LPL Financial in Villa Park, IL, holding a Series 66 designation and 25 years of industry experience. His career includes positions at Old National Bank, First Midwest Bank, and U.S. Bancorp Investments. He also serves as a financial institution duty advisor at Old National Bank. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

David Strutzel is a CFP®-designated financial advisor with 36 years of industry experience. He currently works at Cetera and owns Strutzel Family Wealth Management. Prior to Cetera, he worked at Raymond James & Associates and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program options and third-party managers.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He also serves as co-trustee for his parents' family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and offers a mix of proprietary and third-party investment solutions.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Roberta Lingle is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2009. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial, Inc. for seven years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Zachary Dalzell is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds, utilizing proprietary research and planning tools.

Kathleen Roeser is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She serves as a trustee and co-trustee for estate administration activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial plans.

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial and brokerage services.

Chad Waynee is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Waldvogel is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services. He previously worked for CIBC Private Wealth for 12 years. Waldvogel is involved with the LaGrange Little League as a board member and treasurer, overseeing the organization’s financial operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad set of services including custody, underwriting, and securities-backed lending.

Matthew Wilson is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Foreside Fund Services, Aegon Asset Management, and Atrium Capital Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Joseph Spiegel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, including prior roles at JPMorgan Chase Bank and BMO Harris. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Frederic Hoffman IV is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013. Outside of his advisory role, he volunteers as a coach with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, offers access to third-party advisors and proprietary model strategies, and manages a multi-billion dollar asset base through thousands of financial professionals.

Tauras Martinka is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Brent Jablonski Allstate Agency, and various positions during his studies at the University of Wisconsin-Madison and University of Illinois at Chicago. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Mahoney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and serves as president of Mahoney Advisors, P.C., a financial services firm. Outside of his advisory work, he operates a small business producing drone videos for social media. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to utilize model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Jeffrey Gromos is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Marlo Chambers is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Charles Schwab, and TIAA-CREF. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach includes tax-aware withdrawal strategies and asset allocation, supported by internal research and third-party data.