Julianne Ness is a financial advisor at Fisher Investments with 17 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Deutsche AM Distributors, Inc. for eight years. Outside of her advisory role, she serves as the secretary for the Woods of Fox Glen HOA, taking notes of board meetings. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Karen Simmons is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2003, with a recent one-year tenure at Bank of America, N.A. 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 supported by internal Chief Investment Office teams and third-party managers, serving individual, high-net-worth, and institutional clients.

Rachel Schuck is a CFP® with 10 years of industry experience currently serving as a financial advisor at Edward Jones since 2015. Prior to Edward Jones, she worked at Pub 222 from 2011 to 2017. She also consults on investment decisions for her husband's company, Chicago Private Air, an airplane management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jayson Kaus is a CFP® with 32 years of industry experience, currently serving at RBC Capital Markets. His career includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. He is a committee member of the Lake Forest Lake Bluff Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm provides tailored portfolio management and advisory services through a variety of wrap fee programs, utilizing both in-house and third-party investment managers.

Jahkelle Jones is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Schaumburg, IL. His work history includes roles at BMO Bank, Wells Fargo Clearing Services, Wells Fargo Bank, and JPMorgan Securities. 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 provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Gail Clark is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advising, she is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Edgar Bautista is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Primerica Advisors since 2006. Bautista’s background includes ongoing involvement with TSA since 2016. He is also involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

Frank Gioe is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Thrivent Financial for Lutherans and Empower Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics. The firm offers these services through a network of Financial Advisors and maintains separate planning and managed-account programs without discretionary trading authority.

Erik Mansfield is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. His prior experience includes roles at Wells Fargo Home Mortgage, United Home Loans, and Midwest Equity Mortgage. He is based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Mahua Chakraborty is a financial advisor at Equitable Advisors in Deerfield, IL, holding a Series 66 designation with six years of industry experience. She has worked at Equitable Advisors since 2020 and previously spent time at Axa Advisors, Llc. Prior to her financial services career, she was employed as a homemaker from 2011 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models through third-party managers and offers ERISA fiduciary services to qualified plans.

Benjamin Grey is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Wheaton College for six years. Outside of his advisory role, he directs the High School Ministry at Holy Cross Lutheran Church in Wheaton, IL, leading youth group activities, Sunday School, and seasonal retreats. 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 approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

James Sexton is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 1998 across various affiliated entities and manages his own public accounting firm. Sexton also serves as chairman of the Neuroblastoma Children's Cancer Society, overseeing fundraising and family support efforts. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and consulting services across discretionary and non-discretionary programs.

James Mcghee is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He also acts as a trustee of his mother’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Sachs is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research since 2013 and also operates SLSACHS Financial Services, Ltd, a separate advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a variety of portfolio management strategies and platform arrangements.

Thomas Buckley is a financial advisor with LPL Financial in Itasca, Illinois. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 16 years at LPL Financial. Outside of his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Sheila Gugliuzza is a CFP® and ChFC® with 29 years of experience in the financial services industry. She is currently with Charles Schwab in Schaumburg, IL, and has previously worked at TD Ameritrade, Financial Engines Advisors, and TIAA. Outside of her advisory role, she owns a rental services business in Maui. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment models supported by centralized custody and order-routing, with a focus on multi-asset portfolios and alternative investments.

Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. 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 network of advisors and branch offices nationwide.

Adam Marfurt is the Vice President and Branch Leader responsible for leading a team of financial professionals to deliver an exceptional client experience and foster long-term relationships. He has held leadership roles as a Branch Leader at Charles Schwab from 2021 to 2022 and at TD Ameritrade from 2017 to 2021. Prior to his leadership positions, Adam worked as a Senior Financial Consultant at TD Ameritrade from 2014 to 2017 and as an Active Trader Account Executive at TradeStation Securities from 2010 to 2014. Adam's professional experience spans client relationship management, team leadership, and financial consulting across multiple firms in the financial services industry. Outside of his professional career, Adam is interested in running, soccer, and tennis.

Daniel Liebers is a financial advisor at Equitable Advisors with 37 years of industry experience. He has been with Equitable Advisors since 1999 and previously was affiliated with Axa Advisors, LLC for 21 years. He is registered with Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Rafal Mosior is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Merrill since 2016 and also has experience with Bank of America, N.A. outside of Merrill. In addition to his advisory role, Mosior is involved part-time with T.A.R. Restoration Inc., a roofing company where he conducts client meetings and roof inspections. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.