Nathan Varjavandi is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with LPL Financial since 2009. Based in Des Plaines, IL, he provides advisory services through LPL Financial. 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, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Claire Kent is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of advising, she is also a notary. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a structured recommendation process and tax-aware strategies.

Stacey Stickle is a Series 66 licensed financial advisor with Edward Jones, based in Wauconda, IL, and has 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Scott James is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles as a Financial Representative, Investment Consultant, and currently as a Planning Consultant. In his current role, Scott partners with clients to understand their unique financial goals, build financial plans, identify investment strategies, and maintain open communication. Scott's experience at Fidelity Investments encompasses financial representation, investment consulting, and financial planning. He focuses on developing tailored financial solutions for clients and fostering strong client relationships. Outside of his professional responsibilities, Scott enjoys cooking and baking, participating in family activities, embarking on outdoor adventures, spending time with pets, and traveling.

Kenneth Lydecker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 54 years of industry experience. He has worked with Cambridge since 2009 and has previous experience at firms including Heritage Ins Inc and Agency for Planned Benefits, Inc. Lydecker also serves as a board member of Carol's Way Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Gregory Katzman is a CFP® and Series 66 credentialed financial advisor with 26 years of industry experience. He has been with Ameriprise since 2017, currently serving in Chicago, IL. His prior experience includes roles at Waddell & Reed and involvement with community organizations such as the Andersonville Chamber of Commerce and the Kiwanis Club of the North Shore. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to provide tailored, research-driven recommendations that integrate tax-efficient withdrawal strategies and Social Security planning.

Mrugesh Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes multiple roles within J.P. Morgan and Fidelity, as well as a teaching position at Oakton Community College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.

John Gottwald is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch/Bank of America for six years and held roles at National Asset Management, National Securities Corp, Modern Woodmen of America, and the University of Dayton. 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 and investment strategies through a large national network of financial advisors and branch offices.

Valerie Sutton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2015 and has been involved with community organizations including First Church Lombard and Church of the Holy Nativity for over a decade. Outside of advisory services, she is involved in sales of home security and automation products through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages advisory services through a large network of financial advisors and utilizes model-delivery strategies alongside discretionary separately managed accounts.

Conrad May is the sole advisor at Conrad A. May, CPA, P.C., an independent firm based in Mt. Prospect, Illinois. He holds a Series 65 designation and has 26 years of experience in investment advisory services alongside over 40 years operating his CPA firm specializing in accounting and tax services. Conrad A. May, CPA, P.C. offers investment advisory and portfolio management primarily to individual clients as well as corporate and business clients, integrating financial planning with accounting and tax work. The firm generally provides non-discretionary advice and emphasizes its CPA affiliation and service to corporate clients, maintaining a small, concentrated client roster.

Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Keith Schoepke is a CFP® professional with 19 years of industry experience based in Crystal Lake, IL. He is the sole advisor at Wynstone Investment Advisors, LLC., an independent firm. Schoepke has worked with J.P. Morgan Securities Inc since 2007. Wynstone Investment Advisors serves clients seeking personalized financial guidance with an independent approach to investment management.

James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.

Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

Robert Lefevre is a CFP® professional with 24 years of industry experience and has been the principal at Lefevre & Associates since 1990. He also owns and operates a public accounting practice offering accounting and income tax preparation services. Lefevre & Associates is an independent firm based in Palatine, IL.