Douglas Lewis is a financial advisor at Edward Jones with 26 years of industry experience, including 22 years at Edward Jones. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Outside of his advisory role, Lewis serves as president of the Highland Chamber of Commerce and holds leadership positions in local real estate businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets through a large network of advisors and branches, offering a range of advisory services including discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services.

Justin Rizzo is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at LPL Financial since 2018 and previously at Cetera Advisor Networks from 2014 to 2018. He is also involved with Retiresource Wealth Management, which he has been associated with since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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.

Jacky Smith is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member on the Economic Development Advisory Board in Orland Park, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which focus on capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Terrence Trimuel Sr. is a financial advisor with Primerica Advisors, holding Series 65, Series 66, and Series 63 licenses and bringing 10 years of industry experience. He has worked with Primerica Financial Services since 2009 and has also been associated with the U.S. Department of Housing and Urban Development since 2015. Primerica Advisors sponsors a wrap-fee asset management program that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and oversight by BNY Mellon Advisors.

Sophia Diforti is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Riverside School District 96 and the University of Mississippi Physics Department. She also has experience in recreational and hospitality roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary and non-discretionary portfolio management.

Brianne Wolf is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has held roles at Avantax Advisory Services, 1st Global Capital, and her own entities, including Sankey Wolf Group Ltd and Bill Hickey & Associates, Inc. Outside of financial advising, she operates a direct sales business selling women's and children's clothing through LuLaRae. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing access to affiliated and third-party managers across multiple program structures.

Michael Murphy is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial, he worked in various roles outside the financial industry, including positions at SNFood & Beverage and Atomic Brands. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Morgan Stanley. His outside business activities include operating WRI Investments, an investment-related entity associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Emily Agresta is a CFP®-certified financial advisor with six years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience spanning several firms including C2P Capital Advisor Group, Prosperity Capital Advisors, and Innovation Partners LLC. Agresta also has a background in academia, having worked at Purdue University Northwest. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools to support client goals, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Ashley Finney is a financial advisor at Charles Schwab with 10 years of industry experience. Her prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, and JP Morgan Chase Bank. Outside of advising, she is the owner and maker of The Red House Designs, creating and selling handmade designs at farmers markets and online. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custodial services.

Ryan Carey is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on assessing clients' financial situations, collaborating with them to develop tailored financial plans, and implementing those plans while monitoring progress to ensure alignment with their goals. He has 19 years of experience in the financial services industry, having held various financial consultant and planning consultant positions. Prior to his current role, he worked at Fidelity Investments as a Planning Consultant from 2021 to 2022, at Merrill Edge as a Premier Life Services Relationship Consultant from 2018 to 2021, at LPL Financial as a Financial Consultant from 2016 to 2018, at World Equity Group as a Financial Consultant from 2014 to 2016, and at J.W. Cole Financial as a Financial Consultant from 2006 to 2014.

Danielle Burton is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at LPL Financial and Opus Wealth Partners, and she has operated her own business, Homes & Heritage LLC, for over a decade. She is also a partner in a cryptocurrency mining venture where she monitors software and maintains hardware. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary programs with access to affiliated and third-party money managers.

Thomas Solis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at JPMorgan Chase Bank and Northwestern Mutual, as well as work outside finance at Allegrettis Ristorante. 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.

Alec Gerlach is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has developed his career within the same company, holding various roles including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. In his current role, Alec partners with clients to build financial plans aimed at helping them achieve their life goals. He focuses on ensuring that clients not only understand and feel confident in their financial plans, but also feel secure about their future.

Heather Ziron is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2016, previously spending seven years with Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Daniel Perez is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, Perez serves as a Park Board Member for the Town of Griffith and is Vice President of the Highland Griffith Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers diverse investment strategies and affiliated capabilities.

Garrett Nosal is a financial advisor with Ameriprise in Munster, IN, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked for seven years at Kindred Healthcare. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katie Millar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Wells Fargo Advisors for nine years. Millar serves on several nonprofit boards, including the Gridiron Greats Assistance Fund, the Children's Advocacy Center Foundation, and GRIT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets through a range of advisory, brokerage, and insurance solutions.

Jocelyn Herrera is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she worked at Kristian Navarro Insurance and Financial Services Inc and completed an externship at Amplified Planning. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.