Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Guillermo Fernandez is a financial advisor at Fidelity with a Series 66 designation and one year of experience at the firm. Prior to joining Fidelity, he worked for Nestle USA for three years and Nation Pizza Products for 23 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts as well as fund advisory mandates.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 38 years of industry experience. Her career includes long tenures at Waddell & Reed, INC. and various insurance carriers, as well as operating Gant Enterprises Inc. She is based in Matteson, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, including financial planning and access to third-party asset management.

Terry O'Malley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. He has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors and Merrill. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a range of clients including individuals, pension plans, and institutions, providing financial planning, retirement consulting, and asset management through both firm-offered and third-party programs.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Earlline Davis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2021 and has extensive prior experience with Ameritas Investment Corp and Harris Investorline, where she has been active since 2001. Davis is also a notary, contributing a few hours per month in that capacity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Mark Ackerman is a financial advisor with LPL Financial, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Merrill, Banc of America Investment Services, and AllianceBernstein. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings such as financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Dawson is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Krzysztof Zoltek serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He leverages over 20 years of experience in wealth management, working with individuals and business owners to navigate complex financial challenges. His areas of expertise include education planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Utilizing the investment insights of Merrill and the banking solutions of Bank of America, Krzysztof creates personalized financial strategies tailored to each client's long-term goals. Krzysztof holds a Bachelor's Degree and a Doctorate from DePaul University, specializing in Behavioral Finance, as well as an MBA from the University of Iowa. His academic research focuses on financial decision-making within immigrant communities and the interplay between wealth management and nonprofit organizations. He carries the Personal Investment Advisor (PIA) designation and is proficient in Polish, German, and English. Beyond his professional responsibilities, Krzysztof is active in community organizations including the Polish Highlanders Alliance of North America and the DePaul University Polish Students Alliance. His personal interests include camping, dancing, fishing, hiking, music, reading, rock climbing, running, skiing, and traveling.

Scott Magnesen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked at multiple divisions within Morgan Stanley since 2007 and is also a freelance musician with nearly five decades of experience. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its process.

Thomas Schreiber is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2019 and previously spent 25 years with Foresters Financial Services. Schreiber is also the owner of Skyline Wealth Partners, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Michael Webb is a CFA® charterholder with six years of industry experience. He is currently an advisor at Osaic Wealth Inc., where he has worked since 2026. His prior experience includes roles at Parscape, Inc., Clockwork Technologies, and Fifth Third Securities. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Joel Popescu is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 65 and Series 63 designations and two years of industry experience. He has worked with multiple firms, including Triwealth Partners LLC and Affluent Life Solutions, LLC, the latter of which he continues to be involved with as a business entity for tax and investment purposes. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lawrence Emmons IV is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and has previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Emmons also operates a sole proprietorship focused on group health and life insurance services. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation, portfolio optimization, and offers a range of investment programs supported by a complex affiliate network.

Robert Scalzitti is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993, totaling 33 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Tiondra Purnell is a Series 66-licensed financial advisor with Edward Jones in Homewood, IL, and has three years of industry experience. Prior to joining Edward Jones in 2023, she worked at DuPage Credit Union and Onemain Financial. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and maintains a large nationwide network of advisors and branch offices.

Daniel Kayser is a financial advisor with LPL Financial, holding a Series 66 designation and with 12 years of industry experience. His prior roles include positions at Triwealth Partners LLC and Waddell & Reed, Inc. He has also been involved in non-variable insurance services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various advisory strategies supported by operational and research tools.

Grace Stoddard is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she collaborates with clients and their Financial Consultants to support holistic financial planning aimed at meeting clients' financial goals. Grace emphasizes the importance of developing close, trusting relationships with clients. Her career at Fidelity Investments began in 2022 as a Launch Associate, followed by roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This progression demonstrates her growing experience within the firm and her commitment to client-focused financial services.

Michael McNeily is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. His private investment activities include managing an LLC that holds convertible debt in Posterity Health, Inc. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors.