Angel Sapundzhiev is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been associated with Primerica Advisors since 2006 and Bohannon Financial since 2020. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, using model-delivery strategies developed by unaffiliated asset managers. The firm has roughly 3,700 advisors and oversees approximately $15.5 billion in assets under management.

Kassidy Gountanis is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked in community therapy services and has experience in early childhood education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of advisors and branch offices.

Nathanael Ramos is a financial advisor with Thrivent Investment Management in Carol Stream, IL, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Thrivent Financial since 2019 and prior positions at The Leazer Group and People Helping People. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Maust is a Series 66-licensed financial advisor at Edward Jones in Itasca, IL, with 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Karen Mahan is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. She has worked with Hurt & Associates since 2011 and has been with Cetera and Cetera Financial Specialists LLC since 2009. Outside of finance, she teaches Jazzercise dance aerobics classes in Glen Ellyn, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Michael Smith is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Global Retirement Partners since 2017 and was previously with UBS Financial Services from 2014 to 2017. Smith also serves as a board member for The Center for Board Certified Fiduciaries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and BMO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from multiple sources.

Brian Sheppard is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and holds the Chartered Retirement Planning Counselor (CRPC) designation earned through The College for Financial Planning Institutes Corp. Brian works alongside colleagues Dave and Svitlana to implement financial strategies focused on retirement planning and other client goals. Brian attended Barrington High School and pursued coursework at DePaul University, though no degree was conferred. He is also a Personal Investment Advisor (PIA) and contributes to The Sheppard Group, which was recognized on the 2024 Forbes "Best-in-State Wealth Management Teams" list. Based in Chicago’s Wicker Park neighborhood, Brian volunteers and fundraises to support local first responders, including running the Chicago Marathon for the Chicago Police Memorial Foundation. His personal interests include golf, martial arts, and reading literature on economics, philosophy, and science.

Robert Mazanke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Thomas Piehl is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and affiliated entities since 2003. In addition to his advisory role, he is president and sole shareholder of an accounting and income tax practice established in 1990, providing accounting write-up services and tax preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and a variety of program structures with access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Gregory Kamp is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Allstate Financial Advisors LLC and Mass Mutual Investors Services. Outside of his advisory work, he serves as a trustee and executor for family trusts and estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Larry Chambers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at North Chicago Community School District, the Law Office of Kenneth Ditkowsky, PFS Investments, and Primerica Financial Services. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party asset managers.

Cora Groble is a Series 66-licensed financial advisor with Edward Jones, based in Arlington Heights, IL. She has two years of industry experience and has been with Edward Jones since 2024. 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 under management and operates a large nationwide network of financial advisors and branch offices.

John Silmon is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and previously spent 18 years at KPMG LLP. Outside of his advisory role, he owns residential rental properties in Oak Park, Illinois. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexandra Wilson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to her advisory role, she was employed at the University of Phoenix and Elgin Community College and has been involved with Vector Marketing since 2015. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations typically delivered within 180 days of enrollment. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and utilizing algorithmic tools alongside a centralized consulting team.

Nicole Schelkopf is a financial advisor at Edward Jones in Schaumburg, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner and partner of NAS Farms, a farming business in Chicago. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hoffman is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and has previous work experience that includes CJs Bar and Kemper Lakes Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kurt Kubon is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 1998. Outside of his advisory role, he serves as a trustee for several personal trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.