Leonard Metzl is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been associated with Cetera and related entities since 1988 and operates Metzl Financial Services since 2017. Outside of his advisory work, he serves as director and treasurer of the Go Club Foundation, a nonprofit educational organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multiple program structures and a multi-manager platform.

Rauf Noorie is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial consulting and has previously served as a Private Client Advisor at JPMorgan in 2022, as well as a Private Client Banker at JPMorgan Chase and Company from 2018 to 2022. He focuses on collaborating with clients to understand their motivations and build financial plans that align with their goals, values, and life situations. His approach includes providing clarity, perspective, and guidance to clients whether they are planning for the future or navigating changes. Noorie is committed to working with clients toward achieving a confident financial future.

Erin Wambangco is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, Erin worked with the Girl Scouts of America and Shirley Ryan AbilityLab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank before joining LPL Financial. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Margaret Mc Mahon is a Series 66 licensed financial advisor with Edward Jones, based in Schaumburg, IL, with two years of industry experience. Prior to joining Edward Jones, she worked for eight years at School District 69. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of thousands of advisors and branch offices.

Cheryl Red is a CFP® professional with 23 years of industry experience, currently affiliated with Charles Schwab. Her prior roles include positions at Tiaa and Be Incredible Coaching. She serves as president of Woodstock Professional Business Women, a nonprofit focused on raising scholarship funds for women returning to school. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by centralized custody and research.

Benjamin Merrill is a financial advisor with Osaic Wealth, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Lincoln Financial Advisors and The Next Level Planning Group, where he continues as Director of Operations. Merrill also leads a forum for Christian CEOs and executives as part of his executive coaching business, Merrill Leadership Development, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by discretionary and third-party managed strategies.

Julie Bjorklund is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She is an owner of Kapraun and Bjorklund Wealth Advisors LLC, a financial services firm, and has held roles at firms including Morgan Stanley, Raymond James & Associates, and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. 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, supported by a large national network of financial advisors and branch offices.

Bradley Brown is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Edward Jones in Geneva, IL since 2016. His tenure at Edward Jones encompasses a full decade in the wealth management field. 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 strategies, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Brian Jensen is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Mutual Fund Store and Financial Engines Advisors L.L.C. Outside of advisory work, he is an investor in a legal marijuana farm and distribution business in California. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management options.

Paul Donato is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he manages a commercial real estate office used to support his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Colleen Coonce is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she works as a fitness instructor for Jazzercise. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julie Segerson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 22 years of industry experience. She has been associated with multiple related entities since 2004, including Associated Planning Services, Inc., where she also works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Denice Piazza is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2010. Her prior experience includes roles at Northwestern National Life Insurance Company and Gustin Insurance Agency, where she has worked since the early 1980s. Outside of her advisory work, she is co-author of the book "Winning Financial Strategies for Women" and is involved in horse racing ownership through Black Galleon Horse Racing LLC. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, pension plans, and charitable organizations. The firm operates a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary portfolio management across multiple platforms.

Stefanie Synal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Adam Warkenthien is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and J.P. Morgan. He serves on the board of Ravinia Associates, a nonprofit focused on arts and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Ronald Schwartz is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.