Mathew Puthenveetil is a financial advisor at Wells Fargo Clearing with one year of industry experience and a Series 66 designation. Prior to joining Wells Fargo, he worked at Glenwood Dental Care P.C. and held positions at Benedictine University, Community Hospital, and the University of South Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

James Ferguson II is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. His background includes roles at Morgan Stanley Private Bank, The University of Alabama, NXT Capital, and Gibsons Restaurant Group. Outside of finance, he has experience connected to the hospitality industry through these positions. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and firm-approved processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Andrew Mau is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Voya Financial Advisors and Lionheart Financial LTD. He is a board member of a networking group, BNI Power Referral Partners. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Claude Sherman Jr. is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to deliver tailored, non-discretionary advice primarily focused on assets held in Ameriprise Managed Accounts.

Nicholas Frontera is a Certified Financial Planner® at Edward Jones with 17 years of industry experience, all spent with the firm since 2009. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Krooswyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked for 18 years with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His other business activities include involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering financial planning, asset management programs, and institutional platforms.

Trevor Heide is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at City National Bank and BMO Investment Distributors prior to his current role. Outside of his advisory work, Trevor serves on the board of the homeowners association for his condominium and is a junior board member of PAWS Chicago, a nonprofit animal shelter where he participates in fundraising and volunteering. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm integrates both in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Douglas Klimah is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera since 2019, with prior roles at Opus Wealth Partners and LPL Financial. In addition to his advisory work, Klimah serves as a notary providing notarization services for union member documents. Cetera Investment Advisers LLC is a large SEC-registered firm that offers a wide range of investment and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to various portfolio management strategies through discretionary and non-discretionary program structures.

Robert Sanfilippo is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and retired for two years before joining LPL Financial in 2025. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,000 advisors.

John Hayes is a financial advisor with Charles Schwab & Co., Inc. in Naperville, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Edward Jones, JP Morgan Securities LLC, Nel Pretech Corporation, and Relevant Business Consultants. Charles Schwab & Co., Inc. 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by a centralized operational structure.

Ryan Zelenika is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Ryan collaborates with clients and their families to build financial plans and develop diversified investment strategies aimed at helping them work toward their life goals. Throughout his career at Fidelity Investments, Ryan has gained experience in financial planning and investment consulting. His approach focuses on creating tailored strategies that support clients' financial objectives. Outside of his professional duties, Ryan enjoys golf, traveling, and volunteering.

Luke Long is a Series 66-designated financial advisor with Fidelity in Naperville, IL, bringing one year of industry experience. His prior work includes roles at Sweetener Supply Corporation and the University of Kansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Kimmey is a financial advisor with Equitable Advisors in Orland Park, IL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates Michael Kimmey and Associates, Inc., providing bookkeeping, accounting, and tax preparation services. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and asset managers, focusing on matching clients with appropriate investment strategies and fiduciary services.

Kyle Spayth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, emphasizing transparency and straightforward communication in managing complex financial topics. Kyle focuses on building thoughtful, personal plans rather than using templates, aiming to support clients' current needs and long-term visions. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Kyle earned a Bachelor's Degree from Purdue University System. In his personal time, he enjoys adventure sports, boating, camping, cooking, gardening, music, reading, spending time with his family, traveling, and yoga.

Thomas Dusing is a Financial Consultant currently working at Fidelity Investments since 2014. He has a professional background that includes roles as a Relationship Manager Associate at Credit Suisse Private Bank USA from 2012 to 2014, a Private Banker Associate at JP Morgan Private Bank from 2010 to 2012, and as a Senior Product Development Analyst at Driehaus Capital Management LLC from 1999 to 2010. In his current role, Thomas focuses on understanding the unique financial journeys of families by building meaningful relationships. He collaborates with clients to evaluate and refine their financial strategies, ensuring alignment with their core values and long-term life goals.

Jacob Wiggins is a financial advisor with Fidelity Investments in Naperville, IL, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has experience working at various organizations including Chipotle and Stratos Wealth Partners. Outside of his advisory work, he coaches volleyball for the Future Volleyball Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Vijay Thakkar is a CFP® with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles there since 1991, currently serving under its institutional platform. In addition to his advisory work, Thakkar owns Vijay Thakkar & Associates Ltd, a business focused on accounting, tax preparation, and payroll processing. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides advisors with various program options and access to third-party managers.

Douglas Grove is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Principal Life, MassMutual, Fidelity Investments, and Thrivent Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account services through an integrated billing option.

Luke Larocca is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Cetera and has a long history with Avantax Advisory Services and Avantax Insurance Agency, among other firms. In addition to his advisory work, he owns and operates Larocca & Company, LTD, a tax preparation and accounting business, and serves as trustee for the Ash Family Irrevocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors utilizing multiple program platforms and investment strategies.

Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.