Mrugesh Shah is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Fidelity in various advisory roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.

John Gottwald is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and eight years of industry experience. He previously worked at Merrill Lynch/Bank of America for six years and has held roles at National Asset Management, National Securities Corp, Modern Woodmen Of America, and the University of Dayton. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Valerie Sutton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been associated with Primerica Advisors since 2015 and has been active in community roles at First Church Lombard and Church of the Holy Nativity for over a decade. In addition to her advisory work, she is involved in the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies overseen by third-party asset managers and focuses on advisory services through a large network of financial advisors.

Conrad May is the sole advisor at Conrad A. May, CPA, P.C., an independent firm based in Mt. Prospect, Illinois. He holds a Series 65 designation and has 26 years of experience in investment advisory services alongside over 40 years operating his CPA firm specializing in accounting and tax services. Conrad A. May, CPA, P.C. offers investment advisory and portfolio management primarily to individual clients as well as corporate and business clients, integrating financial planning with accounting and tax work. The firm generally provides non-discretionary advice and emphasizes its CPA affiliation and service to corporate clients, maintaining a small, concentrated client roster.

Keith Schoepke is a CFP® professional with 19 years of industry experience. He is the sole advisor at Wynstone Investment Advisors, LLC, an independent firm based in Crystal Lake, IL. His prior experience includes roles at J.P. Morgan Securities Inc. and LaSalle Financial Services, Inc. Wynstone Investment Advisors serves clients independently, focusing on personalized financial planning and investment management.

James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.

Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.

Robert Lefevre is a CFP® professional with 24 years of industry experience and has been the principal at Lefevre & Associates since 1990. He also owns and operates a public accounting practice offering accounting and income tax preparation services. Lefevre & Associates is an independent firm based in Palatine, IL.