Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides 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 employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Eric Lederman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services and Clear Track Financial Advisors for eight years and spent one year with Wayne Hummer Investments. He is also a notary public in the state of Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

William Sheehan is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in Naperville, IL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her professional background includes over three decades at Waddell & Reed, along with roles at various insurance carriers and her own business, Gant Enterprises Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs and services supported by proprietary research, third-party subadvisors, and a variety of portfolio management options.

Terry O'Malley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. He has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors and Merrill. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a range of clients including individuals, pension plans, and institutions, providing financial planning, retirement consulting, and asset management through both firm-offered and third-party programs.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Earlline Davis is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at LPL Financial since 2018 and has extensive prior experience with Ameritas Investment Corp, Harris Investorline, and Harris Bank. Outside of her advisory role, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mark Ackerman is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from various sources.

Daniel Dawson is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Scott Magnesen is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked at multiple divisions within Morgan Stanley since 2007 and is also a freelance musician with nearly five decades of experience. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its process.

Thomas Schreiber is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2019 and previously spent 25 years with Foresters Financial Services. Schreiber is also the owner of Skyline Wealth Partners, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Lukas Bergstrom is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior work includes roles at BMO Harris Bank and The Prudential Insurance Company of America. Outside of finance, he has been involved with 4 Star Casting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Joel Popescu is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. He has held roles at several firms including Affluent Life Solutions, LLC and Mega Load Inc. Outside of advisory work, he is involved with Affluent Life Solutions, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mansoor Ahmed is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 16 years. Outside of his advisory role, he is involved in several healthcare-related business ventures, including dental practice management, medical billing and coding, chronic care management services, and medical device provision, as well as a healthcare software development partnership. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing a wide range of brokerage and advisory services through a large network of affiliated advisors and multiple platforms.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Walter Meyers is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and OSAIC. He serves as a non-profit board member for River Bend HOA in Joliet, IL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products via an integrated platform.

John Gann is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2002, including time with its predecessor firm, Axa Advisors. Outside of his advisory role, he serves on the finance committee of Hinsdale Seventh Day Adventist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm delivers customized advice through its network of Investment Adviser Representatives, utilizing a range of programs and third-party asset managers to meet client needs.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Tiondra Purnell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at several financial firms, including DuPage Credit Union and Onemain Financial. Purnell is based in Homewood, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Daniel Kayser is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Triwealth Partners LLC and Waddell & Reed, Inc. Kayser has been involved in insurance-related activities alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.