Timothy Leonchik is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, Pruco Securities, Principal Securities, and Principal Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Ajit Gandhi is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include senior market sales and the sale of non-variable insurance products related to Medicare Supplement and fixed insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Kevin Ehlers is a financial advisor with Ameriprise in Downers Grove, IL, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He has worked at Ameriprise and its predecessor, Ameriprise Financial Services, Inc., since 1991. Outside of advising, he serves as vice president on the board of directors for the Arrowhead Corporate HOA and is involved in tax preparation services through Monarch Tax and Business Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing in-house research and algorithmic tools to support asset allocation and withdrawal strategies.

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at NEXT Financial Group, Nuvista Financial Services, Edward Jones, and Van Kampen Advisors. Outside of his advisory work, he serves on the board of the nonprofit The Learning Vine and also teaches for the organization, in addition to participating as a precinct committeeman and poll watcher. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Jamshed Kavina is a financial advisor at Primerica Advisors with 20 years of industry experience. He has held roles at Ameriprise Financial Services and Primerica Financial Services and has worked at H&R Block as a Master Tax Advisor since 1998, preparing tax returns and providing tax advice seasonally. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Melby is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Financial Services, Wells Fargo Clearing, Oppenheimer, and CIBC World Markets. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of his advisory work, he is a co-owner of a business entity involved in tax and investment activities. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

Darshil Patel is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation. He has one year of industry experience and a varied background that includes roles at Groupon, UPS, and Proteintech Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendations and ongoing advice, leveraging proprietary research and third-party data.

Jessica Wanek is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp. Outside of her advisory role, she serves as president of W Financial Services, an insurance agency offering property and casualty insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, delivering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs including discretionary and third-party managed accounts.

Julianne Ness is a financial advisor at Fisher Investments with 17 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche AM Distributors, Inc. and LPL Financial. Outside of her advisory role, she serves as secretary for the Woods of Fox Glen HOA. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management with a centralized investment process that utilizes quantitative and qualitative research to construct diversified portfolios.

Joseph Lukowski is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with OSAIC since 2013. Outside of his advisory role, he is a 50% owner of Advisor Services Group, LLC, a consulting and compliance services firm. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Brian Bellot is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL in 2021, he worked at J.P. Morgan Securities for nine years and Chase Investment Services Corp. for one year. He serves on the board of the nonprofit Go Team 2704. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Joshua Mc Broom is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameriprise in 2023. Mc Broom serves as an elected member of the Naperville City Council, participating in local government decisions on development, budgeting, and taxation. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rachel Schuck is a CFP® with 10 years of industry experience currently serving as a financial advisor at Edward Jones since 2015. Prior to Edward Jones, she worked at Pub 222 from 2011 to 2017. She also consults on investment decisions for her husband's company, Chicago Private Air, an airplane management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Daniette Williams Cerda is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Chase Bank, J.P. Morgan Securities, and CitiGroup. Outside of her advisory role, she is involved in online activewear sales through Zyia Active. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Ryan Lloyd is a financial advisor at Edward Jones with CFP® and Series 66 designations. He has over 10 years of industry experience, having previously worked at Northern Trust from 2015 to 2025 before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jonathan Fennell is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. He has been with Merrill since 2015 in the Lisle, IL office. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sylvia Juric is a CFP® professional with 42 years of industry experience. She joined LPL Financial in 2025 after spending 30 years with Ameriprise in various capacities. 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 financial planning and investment management services through a large network of advisors and incorporates various portfolio strategies alongside technological tools for operational and research support.

Curtis Andrews is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, he owns Curtis Andrews Photography, LLC, primarily focusing on personal and family portraits. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with an investment approach that may include ESG considerations and broader derivatives capabilities.