Carl Priebe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having five years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Paul Campbell is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jack Hull is a financial advisor with Osaic Wealth, Inc. based in St. Charles, Illinois. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, he serves as Vice President of Corporate Benefit Advisors, a firm providing employee benefits primarily focused on group medical insurance for small groups. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs sophisticated portfolio construction tools, supporting both discretionary and non-discretionary account management.

Mateusz Kosiek is a financial advisor with J.P. Morgan Securities LLC who holds Series 63 and Series 65 licenses and has nine years of industry experience. His work history includes roles at Jpmorgan Chase Bank, Taylor Trust, Cetera Investment Services, and Foresters Financial Services. 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 applying an ESG eligibility framework when recommending strategies.

Luke Widmer is a financial advisor at Edward Jones in Wheaton, Illinois, holding a Series 66 credential with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists from 2010 to 2017. He serves as a board member of two private family foundations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Kile Shafer is a financial advisor at Stifel with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel, he worked at Bank of America and Merrill. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services founded on a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Battin is a financial advisor with Osaic Wealth, Inc. based in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services, Renaissance Financial Corp., Gcg Financial, and Securian Financial Services. Outside of his advisory work, he serves on multiple nonprofit boards, including as Treasurer of Pinnacle Forum and Board Member of the United Nations Christians Embassy in New York. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers using a variety of investment strategies and tools.

Kimberly Clark is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and its predecessor entity since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Mitchell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 13 years before joining Thrivent in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning on topics such as retirement, tax, estate, and special needs, with the option to combine planning with managed account services under a consolidated billing arrangement.

Kaylee Phalon is a CFP® and holds a Series 66 license with 12 years of experience in the financial services industry. She has been with Edward Jones since 2014, working out of the Naperville, IL office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nancy Roach Wilder is a CFP® professional with 39 years of industry experience. She is currently affiliated with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, SPC, and Sigma Financial Corporation. In addition to her advisory work, she is involved with Prudential and Crump Fixed Life insurance activities in Downers Grove, Illinois. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning and consulting alongside brokerage and insurance products through an integrated advisory and sales platform.

Steven Knobloch is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at IHI Power Services Corp, LUMINANT, Vistra Energy, American Water Illinois, PFS Investments, Inc., Midwest Generation, and Primerica Financial Services. He is also involved in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Bruce Gilbert is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has devoted over 40 years to providing financial and wealth management advice and services, focusing on developing investment portfolios based on clients' needs and goals with an emphasis on financial strategies, asset allocation, and diversification. Bruce provides consulting on both sides of the balance sheet, assisting clients in areas such as liquidity management, retirement planning, and tax minimization. He holds a Bachelor's degree in Economics from the University of Michigan and an MBA in Finance from DePaul University. Bruce has also completed Financial Consulting programs at the Wharton School of Business and carries the Personal Investment Advisor (PIA) designation. Bruce has been married to his wife, Lori, for over thirty-five years and they have three daughters. His personal interests include golfing and traveling.

Sara Mc Grath is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for Valley View School District 365U for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

William Bishop is a Series 66-licensed financial advisor at Osaic Wealth, Inc. He has been with Osaic since 2026 and has held various roles prior, including positions at Purdue University and Subaru of Indiana Automotive, Inc. His professional background includes diverse industry experience spanning education, automotive, and service sectors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers comprehensive investment advisory and brokerage services, utilizing advanced asset-allocation tools and third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

Ethan Miller is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC and J. Krug & Associates, Inc. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm uses proprietary asset-allocation tools and risk-tolerance assessments to build diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Briggs is a financial advisor at Edward Jones in Geneva, Illinois, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at St. Charles Trading, Inc. for four years and held roles at Judson University and Ergadoo Inc. He does not have any additional business activities noted. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Seena Sartho is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera and Fidelity Investments. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Brian Bare is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Edward Jones since 2009. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.