James Rosen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following four years at Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes ESG considerations within a broader range of investment capabilities.

Stuti Mahajan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with centralized due diligence to build model asset allocations.

Ryan Dundon is a financial advisor at UBS Financial Services with nine years of industry experience. He has held previous roles at Ameriprise Financial Services and worked at The Ohio State University before entering the financial sector. Dundon holds the Series 65 and Series 63 licenses. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory solutions, offering services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.

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.

Alyssa Vu Leemputte is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Bank USA and UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

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.

Kyle Back is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Prior to his current position, Kyle held several roles at Thrivent Financial for Lutherans during 2021, including Financial Advisor, Financial Associate, and Associate Representative. Kyle holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients, focusing on trust, reliability, and competency as key elements of his professional approach. Outside of his professional work, Kyle has interests in baseball, comedy, concerts, fitness, football, and traveling.

David Hanold is a CFA charterholder with 25 years of industry experience. He has been with Hanold Asset Management, LLC since 2000. Hanold Asset Management is a firm that has operated with David Hanold as its principal advisor.

Laurence Kuhl is the sole advisor at Kuhl Investments Inc. in Lake Bluff, IL, holding the PFS™ designation and Series 65 license with 27 years of industry experience. He has managed Kuhl Investments since 1997 and also owns Kuhl Financial Services, a separate business providing tax preparation and comprehensive personal financial planning. Kuhl Investments Inc. operates as an independent firm focused on serving individual clients.

Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Patrick Scholz is the sole advisor at JH Kaufman LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has previously worked at Corhaven Technologies LLC and BCD Advisors. JH Kaufman LLC is an independent advisory firm providing investment management and educational seminars to a small client base of approximately 16 households. The firm combines ongoing portfolio management with financial-product sales and client education, operating at a boutique scale.

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.

Frank Neaylon is the sole advisor at Frank A. Neaylon, LLC, an independent firm based in Winnetka, IL. He holds a Series 66 designation and has 21 years of industry experience, including a one-year tenure at Citigroup Global Markets Inc. He has also provided part-time management consulting services to small privately owned companies in marketing and consulting. Frank A. Neaylon, LLC operates as an independent advisory firm serving clients through personalized financial guidance.

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.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

James Henderson is a financial advisor with MAST Investment Advisors LLC in Northfield, IL. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. Prior to founding his current firm, he was with Vestor Capital Corporation for 33 years. MAST Investment Advisors LLC is an independent firm.

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.

Glenn Farkas is a financial advisor at Avista Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners, LLC and Avista Financial Network, Inc., where he serves as president and portfolio manager. Avista Wealth Management is an independent, single-advisor firm that provides investment advisory services primarily to individual clients, as well as pension, profit-sharing plans, and institutional portfolios. The firm customizes asset allocations and investment strategies to client goals and combines advisory services with brokerage and insurance solutions through its unique affiliations.

Jeffery Schaff is a financial advisor with Ardor Investment Management Consulting in Northfield, IL. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to his current role, he has worked at First Allied Securities, Inc. since 1997. He is also co-owner of Ardor Financial Group and operates as a registered representative through his sole proprietorship. Ardor Investment Management Consulting is a small firm with two advisors that provides supported investment advisory services.