Christ Cordogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as roles at PeopleKeep, Acosta Sales and Marketing, and Freedom Home Care. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight through independent due diligence and ongoing disclosure.

Edward Daly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at BMO Harris Bank and BMO Harris Financial Advisors. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Domenico Ernandez is a CFP® and holds a Series 66 license with 26 years of experience in the financial industry. He has been associated with Raymond James Financial since 2009 and also co-owns Heritage Partners, Inc. Outside of his advisory roles, Ernandez is involved in real estate through ownership and partnership positions in multiple equity groups focused on property acquisition and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Casey Callahan is a financial advisor with Osaic Wealth, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Osaic in 2023, he worked at several firms including SagePoint Financial, OneAmerica Securities, and Northwestern Mutual. He also owns Callahan Financial Strategies, a sole proprietorship focused on financial planning, retirement planning, and investment management. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of advisers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to manage portfolios that include a range of asset classes on both discretionary and non-discretionary bases.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2003 through 2026. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

Adele Toussaint is a CFP® professional with 27 years of experience in the financial industry. She has been with LPL Financial since 2009. 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 advisory programs and financial services, including discretionary and non-discretionary management supported by research and various portfolio strategies.

Jennifer Johnson is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisor Networks and Bergeland & Hubbard. Johnson serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors, reflecting involvement beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Robert Olesen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2018, he worked for James T. Borello & Co. for 17 years. He is also the owner of Olesen Tax Strategies, a tax preparation business. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its recommendations with analytical tools and risk profiling.

Alan Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include tenures at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory services with brokerage and insurance products.

Jennifer Dallas is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Joseph Mendes is a financial advisor with J.P. Morgan Securities in Bloomingdale, IL, holding Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2021, as well as prior positions in wireless communications and retail. J.P. Morgan Securities LLC 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.

Ivan Feliciano is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is also a musician who creates music for streaming platforms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Eric Boksa is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at JP Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and PNC Investments, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing annual planning advice. The firm uses proprietary research and third-party data to support tax-aware withdrawal strategies and income planning within a defined investment universe.

Naimesh Shah is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Shah is involved in information technology consulting and tax preparation through his ownership and employment in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing model portfolios and third-party managers within various program structures.

Meredith Fiocchi is a financial advisor with Wells Fargo Clearing in Highland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as secretary for a local homeowners association, supporting community activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill in 1993 after completing the firm's financial advisor training program. He currently serves as a relationship manager for The HDB Group, working closely with retired physicians, business owners, and other high-net-worth clients to help them grow and preserve their wealth through strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerance. Matt is a qualified Portfolio Manager who provides advice and guidance as well as managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. These strategies may be managed on a discretionary basis within the firm's Investment Advisory Program. He graduated from Bradley University with a bachelor's degree in finance and holds the Personal Investment Advisor (PIA) designation. Matt is also a member of Sigma Nu National Fraternity. He and his wife, Crystal, live in Barrington with their three children. Matt enjoys golfing, running, traveling, and supporting Barrington High School athletics. He is involved in the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal - Barrington.

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.