Jeannie Dulson is a financial advisor with Fidelity in Huntley, Illinois, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has worked with various Fidelity divisions since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, where she corresponds with a patent attorney and prepares vendor meetings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies, and holds notable registrations such as with the CFTC as a commodity pool operator.

Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

William Lavanne is a CFP® certificant affiliated with Cetera who has 40 years of industry experience. He currently serves at Cetera and its related entities, including James Hamlin Financial Services, LLC and JHFS Management Corporation, where he holds ownership and management roles. Outside of his advisory work, Lavanne is a licensed insurance agent authorized to offer fixed, life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, corporate, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and retirement services with multiple program structures and access to both affiliated and unaffiliated third-party managers.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones, he held advisory roles at Advisor Share Wealth Management and operated several self-employed wealth management ventures. Outside of finance, he has experience working with Revolution Brewing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets through a broad network of advisors and offers affiliated investment products and tax-efficient services under a fiduciary standard.

James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera Wealth Services, with a combined tenure from 2001 to 2018. Outside of his advisory role, Ries is involved in coaching wrestling at Big Foot Union High School and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Umair Mustafa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill and Bank of America, he worked at Adapt Health and has experience in customer service and logistics roles. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Andrew Carman is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Securities America Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Heidi Alten is a financial advisor with LPL Financial based in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. She previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC before joining LPL Financial in 2018. Outside of her advisory role, Alten is an ordained minister and is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a nationwide network of investment adviser representatives.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments L.L.C., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is involved as a coach with the Professional Bowlers Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and support tools.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

James Danielson is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at UBS Financial Services and multiple positions within Raymond James and affiliated firms since 2009. He is also the owner of Magnolia Financial Group, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Kruss is a financial advisor at Osaic Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Citigroup Global Markets. He is also president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Eva Maria Atanassova is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior roles include positions at Aramark, Enterprise Holdings, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

John Tofilon is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning services directly and through corporate agreements.

Shawky Yoakim is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 16 years of industry experience. His career includes roles at J.P. Morgan Chase Bank and Fifth Third Securities, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Joshua Westerfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones from 2007 to 2010 before joining LPL Financial in 2010. Outside of his advisory role, he serves as an assistant coach for girls flag football at St. Charles North High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with various portfolio management options and technology tools, managing over $819 billion in discretionary assets.

David Carter is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2022. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Auer is a Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in wealth management and financial planning since beginning his career in 1998. He specializes in education planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Christopher focuses on delivering a comprehensive approach tailored to each client’s individual needs by listening carefully and helping them make informed decisions to achieve their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher also completed an Accredited Certificate Program at Northern Illinois University. Outside of his professional role, he is involved with the Porsche Club of America and enjoys hiking, music, photography, traveling, and spending time with his family.