Mark Wanless is a financial advisor at Edward Jones in Hinsdale, IL, holding the CFP® designation and Series 66 license, with eight years of industry experience. He worked at Cree from 2009 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and associated services, supported by a nationwide network of financial advisors and branch offices.

Brian Bellot is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for nine years before joining LPL Financial in 2018. Bellot serves as a board member of a local nonprofit organization, Go Team 2704. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Fsc Securities Corp from 2015 to 2019. Wall also has experience in independent fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by in-house and third-party research and technology solutions.

Richard Owen is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling in its financial planning process.

Craig Lehmann is a financial advisor with Edward Jones in Woodridge, Illinois. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Edward Jones. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Brian Fahrner is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Midwest Bank and LPL Financial. He is based in Frankfort, IL. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities.

Larry Loving is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Protective Life and Waddell & Reed, Inc. In addition to his advisory work, he has maintained activities as an insurance agent focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Chad Lowry is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 24 years at Morningstar. Outside of his advisory role, he is a freelance writer with Isle Data, a technology-related business based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Martin Durkan III is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory roles, Durkan was employed by Interactive Brokers LLC and the City of Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform supporting various investment strategies and program structures.

Richard Panush is a Series 66-licensed advisor with Cetera, where he has worked since 2005, accumulating 28 years of industry experience. His career includes roles at Cetera Financial Specialists LLC since 1997 and leadership as president of Essington Sports Group Limited since 1996. In addition to his advisory work, he is actively involved in accounting and tax preparation and serves as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes automated allocations, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Daniel Twomey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Northern Trust, Breakthru Beverage, and Nordstrom, as well as event coordinator responsibilities for the Town of Cicero. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various fund structures.

Enailah Shaw is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Waddell & Reed, Inc. and United Investors Life Insurance Company. Outside of her advisory work, she serves as a marketing consultant for a nail salon and is the managing partner of D.D.E. Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both in-house and third-party providers.

Zoe Goss is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Roselieb and Raia Wealth Management, Draper & Kramer Mortgage Corp., and Goss Advisory Services, LLC. She has also worked in the retail sector with EuroDesigns/CrateandBarrel. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm employs multiple advisory models implemented through third-party sponsors and provides ERISA fiduciary services, with a notable approach that emphasizes third-party program sponsors rather than proprietary wrap fee programs.

Laura Kane is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley, RBC Capital Markets, and Stifel Nicolaus & Co Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Krajewski is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Equitable Advisors in 2021, he worked in various roles including tax assistance at a law office starting in 2026. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and asset managers to deliver tailored investment solutions.

Andrew Powers is a CFP® professional with 37 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years at FSC Securities Corporation. His outside activities include involvement in tax preparation and accounting services through Re-Direct Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Beau Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, 63, and 65 licenses and has worked previously at U.S. Bancorp Investments, BMO Harris Financial Advisors, and BMO Harris Bank. In addition to his advisory work, he is an owner and partner of The Chimney Hospitality LLC, an entertainment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Donald Sharko is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2022, he worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC for 11 years. He is also involved in selling fixed annuities as part of a non-variable insurance business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Tara Labuda is a Financial Consultant at Fidelity Investments, where she has been serving since 2008 in various roles. Her career at Fidelity includes positions such as Regional Planning Consultant, Vice President Regional Planning Consultant, and Vice President, Financial Consultant, reflecting her extensive experience within the firm. Throughout her tenure, Tara has developed expertise in retirement planning and financial consulting, focusing on helping individuals create clear and confident paths to retirement. She emphasizes the personal nature of retirement planning and builds relationships beyond the numbers. Outside of her professional work, Tara enjoys cooking and baking, participating in family activities, hiking, horseback riding, outdoor adventures, and reading.