Megan Sowinski is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Edelman Financial Engines and has previously worked at firms including Fidelity Investments, JP Morgan Chase Bank, LPL Financial, and Old National Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management focused on diversified model portfolios and long-term investment strategies.

Timothy Wielinga is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at CoAd and Group Management Services, among other roles spanning digital marketing, communications, polymers, and retail. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Kevin Finlon is a financial advisor with OSAIC Wealth Inc. He holds Series 65 and Series 63 credentials and has 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Pruco Securities LLC and The Prudential Insurance Company of America for ten years. He is also involved in insurance sales through his single-member LLC, Finlon Insurance. OSAIC Wealth serves a diverse range of retail and institutional clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple platforms.

Melissa Colby is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Stefanie Walthier is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies that align with each client’s financial goals, particularly in areas such as liquidity management, personal retirement planning, and retirement income. Stefanie leverages the investment insights of Merrill and the banking and lending solutions offered by Bank of America to help clients navigate changing market conditions. Stefanie holds a Bachelor's degree in Finance from Butler University, earned in 1992. She obtained the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2000 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her early career included roles as a financial advisor with Edward Jones from 1992 to 1995 and BMO Harris Bank from 1996 to 2004, where she worked with individuals and families on retirement planning. Since joining Merrill in 2004, Stefanie has been focused on a planning-oriented service model and was a founding member of the JLW Group advisory team in 2014, which provides planning, portfolio management, and client service. In addition to her professional work, Stefanie values community involvement and volunteers with local organizations. Her personal interests include cooking, gardening, and reading. Her professional philosophy emphasizes working collaboratively with clients to develop financial strategies that support their long-term goals.

Carolyn Hartnett is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Samson is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 1993. Between 2014 and 2017, he was involved with the Steven Samson Living Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a range of investment strategies, including ESG criteria.

Adam Skotnicki is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors using a range of investment strategies.

Chelsea Wagers is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and U.S. Bancorp Investments, Inc. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, offering a range of Eligible Strategies that may include ESG criteria.

William Hackett is a financial advisor at Wave & Breakout L.L.C. in Orland Park, Illinois, with 27 years of industry experience. He previously worked at Waddell & Reed Inc. from 2014 to 2018. Hackett serves as the Finance Committee Chair for St. Julies Billiart Church in Tinley Park, Illinois. Wave & Breakout L.L.C. is an independent firm with a single advisor that offers personalized financial advisory services.

Gary Fabian is the sole advisor at Gary Fabian and Associates Incorporated, an independent firm based in Riverdale, IL. He holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Stephen A. Kohn & Associates, Ltd. since 2003 and has been involved with Asian Elements, a young Asian professional networking organization, since 2002. Gary Fabian and Associates Incorporated serves clients with a personalized approach characteristic of a single-advisor independent firm.