Brian Harrigian is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 designations and two years of industry experience. He has worked with Cambridge Investment Research and Preferred Planning Concepts in various advisory roles since 2014. Outside of his advisory work, Harrigian coaches youth baseball for the Park Ridge Jr. Hawks Traveling Baseball League. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Sean Lee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Molo Solutions for five years and held roles with Be Reality Group, Core Spaces, and The University of Illinois Urbana-Champaign. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in activities such as fund-of-funds management and oversight of affiliated sub-advisers.

Leslie Cabrera is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Before joining Morgan Stanley in 2023, Leslie worked at Horizon Wealth Management and Benjamin F Edwards. Outside of her advisory roles, she has experience at a nursing home and a recreation center. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Patrick Nix is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Avantax, and Alcorn & Cureton, Ltd., where he is involved in accounting and tax preparation. He also owns a tax preparation and accounting services business, advising clients on tax matters and business operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

Patrick Mulvaney is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients and their families to understand their financial goals and develop personalized strategies aimed at growing, protecting, and managing wealth. He emphasizes open dialogue and education to assist clients in making informed financial decisions. Patrick has progressed through roles at Fidelity Investments, starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2025, before assuming his current position. Prior to joining Fidelity, he held a Financial Representative role at Northwestern Mutual during 2022 to 2023. He holds an Arkansas Insurance License. Outside of his professional work, Patrick engages in activities such as bowling, cooking and baking, fitness, golf, traveling, and volunteering.

Connor Brandon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forbes Technical Consulting, Purdy Products Company, CareerBuilder, and Tech USA. He spent eight years in full-time education prior to entering the financial services field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large nationwide network of advisors.

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2020, he has held various roles across different sectors. Outside of his advisory work, he is associated with Shady Dragon LLC, a non-investment-related business in McHenry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 portfolios, third-party asset management, and institutional platforms.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes a decade at Stifel before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions that incorporate research from Wells Fargo Investment Institute and third-party sources.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

Amanda Green is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across multiple topics without managing client portfolios directly.

Christopher Dunlap is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2016. His prior experience includes roles at LPL Financial and Uvest Financial Services Group. He is also the owner of Dunlap Financial Services, where he works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through numerous financial professionals and offers a range of platform services and proprietary model strategies.

John Messerschmidt is a Series 66-licensed financial advisor with Thrivent Investment Management in Barrington, IL, where he has worked since 2008. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans throughout his career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics without portfolio management. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank (formerly MB Financial Bank) for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income, using proprietary research, third-party data, and algorithmic tools.

David Marshall is a Series 66-licensed financial advisor with Edward Jones in Huntley, IL, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Elgin for thirteen years. He serves as a director for AmSpirit Business Connections, coordinating networking groups in the McHenry County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Todd Bracy is a financial advisor at Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tripp Turchik is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill Edge/Merrill Lynch and has experience outside finance with Accurate Electric Service. He serves as a Commission Member on the Special Events Commission for the Village of Arlington Heights, assisting in the planning and coordination of seasonal events. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives, utilizing a range of advisory programs and third-party asset managers to meet client needs.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.