Marieta Borzym is a CFP® professional with 12 years of experience at Edward Jones, where she has worked since 2014. She is based in Elmhurst, Illinois. Outside of her advisory role, she serves as a committee member reviewing financial statements for St. Peter's UCC in Elmhurst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jose Munoz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A., Enterprise Holdings, Calabrese & Sons Inc, Valle Security, Northern Illinois University, and Triton Community College. 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, offering model-based and discretionary strategies supported by internal and third-party investment teams for a range of clients including individuals, high-net-worth clients, and organizations.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Robert Burns is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Studebaker is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Northwestern Mutual and John Roland. He serves on the board of Fellowship of Christian Athletes, supporting high school athletes through athletics and discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without discretionary trading authority. Their approach includes options for combining planning with managed accounts under a consolidated billing program called WealthPlan.

Amanda Fatigati is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, she has held roles related to animal care and pet services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Selfa is a financial advisor with Ameriprise based in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Influential, as well as time spent at the University of Oregon. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Raymond Kalwajtys is a CFP® professional at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. He serves clients from River Forest, IL. Outside of his advisory role, he is the manager of two family-owned industrial rental property LLCs in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Caden Blazing is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. Prior to joining Thrivent, he worked in education and healthcare, including roles at Chungdahm Academy and Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines goal-based analyses and planning with managed-account options under a consolidated billing system, while maintaining separate planning and investment services.

David Koldras is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his deceased mother’s trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Michel is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Ariens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2013. Ariens serves as a board member of the Western Springs Business Association and as a commissioner on the Western Springs Economic Development Committee. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management approaches and custody arrangements.

Gayle Peterson Gillen is a financial advisor with Ameriprise in Lisle, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored annually by a centralized consulting team.

Ronald Lambke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, including a broader range of investment products such as insurance-related vehicles and bank deposit sweep options.

Artemio Herrera Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at Morgan Stanley and the State of Illinois. Outside of advisory work, he is a landlord to a rental property in Chicago. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies, utilizing multi-asset model portfolios and a formal alternative investment process.

G Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2019, Mc Loughlin was involved with CEKA Creative Boutique for four years and spent seven years as a homemaker. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 credential and 17 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 12 years and has operated her own practices, including Driscoll Strategies since 2020. She has been involved with the nonprofit One For The Kids since 2012. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

Robert Teske is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Callero and Lorenz Financial. Teske is also involved in entrepreneurial activities including roles as a licensed life and health insurance producer and in client service and retirement planning through his sole proprietorships. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Jacob Cate is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Masus Financial Group, Ltd. in addition to his ongoing tenure at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.