Dimitris Perivoliotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was involved with Eggs Inc Cafe for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Madeline Shounick is a financial advisor at Ameriprise Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of her advisory role, she is co-owner of Absolute Group LLC and Nemeth & Co, both related to managing Ameriprise business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Scott Cimo is a CFP® professional with 17 years of experience in the financial industry. He currently serves as an advisor at LPL Financial since 2021 and previously worked at JP Morgan Securities LLC from 2015 to 2021. Outside of his advisory role, Cimo is involved with several business entities related to wealth management and investment activities. LPL Financial is a 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 consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

Felix Chunuwe is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also serves as a US Soccer Federation Grassroots Referee since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure.

Ryan O'Connor is a CFP® professional with 19 years of experience in the financial services industry. He currently works at LPL Financial and Highpoint Planning Partners and has held previous roles at MetLife Securities and MassMutual. Outside of his advisory role, O'Connor serves as a board member on the finance council of Saint Katharine Drexel Catholic Church in Sugar Grove, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Wilson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Outside of his financial advisory role, he officiates high school football games during the season. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Judson Mann is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. for 14 years. In addition to his advisory role, Mann owns and operates an independent insurance agency serving many of the same clients. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment platforms using firm-supported asset-allocation and risk management tools.

John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northern Illinois University. Outside of his advisory work, he is a co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and asset allocation methodology.

Isabella Rahman is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior work history at Equitable Financial Life Insurance and Equitable Advisors LLC. Outside of finance, she has held roles at Elmhurst University and Whole Foods Market. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shane Kreifel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Silva Padowski is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at LPL Financial in Naperville, IL. Prior to joining LPL Financial, Padowski worked five years at Private Advisor Group, LLC. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Kevin Merling is a financial advisor with LPL Financial in Naperville, IL, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Highpoint Advisor Group, LLC from 2016 to 2018. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from various sources.

Michael Maxstadt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at METLIFE Securities Inc for 17 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages a family farm as the managing member of MWT Estate, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using detailed client data and firm-approved analytical tools.

Barry Moschel is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and has been with OSAIC since 2024, following an 18-year tenure at Woodbury Financial Services. Moschel is also a licensed CPA and has authored a book. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes, serving individual investors, corporations, pension plans, and charitable organizations.

Drew Patterson is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010. In addition to his advisory role, he is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

Quincy Jones is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Brian Ullrich is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Royal Alliance since 2012. He is also the owner of Ullrich Brokerage, Ltd., serving the employee benefits marketplace and some individual insurance clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm uses various tools and platforms to construct portfolios that include a range of asset classes and supports both discretionary and non-discretionary account management.

Andrew Bass is a financial advisor with Primerica Advisors in Elgin, IL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has prior experience at Slated Entertainment Inc. and Manierre Elementary School. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.