Larry Chambers is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1988. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to support its centralized retirement-income consulting team.

Abhishek Gupta is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. Prior to his current role, he worked in various positions including process development and operations support at Genpact India Private Limited. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies and manages over $256 billion in assets across more than 10,000 advisors.

James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Stone is involved with Ironbridge Wealth Counsel, LLC, operating as a financial planner and insurance agent. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Amy Trotter is a financial advisor with Wells Fargo Advisors in South Barrington, IL, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. She also owns Trotter Wealth Management Group, LLC, a financial practice based in South Barrington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Nancy Ambrose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Darby O'Leary is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, O'Leary worked at Cambridge Investment Research Inc. and operates Preferred Planning Concepts, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment strategies across multiple platforms, including proprietary and third-party models, with options for discretionary and non-discretionary management.

Kenyon Knight is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilfred Wax and JPMorgan Chase Bank. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Eric Perkins is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He also serves as president of the Elementary School District 159 Board in Mattson, IL. Perkins holds a Series 66 license and is based in Crystal Lake, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and overseeing over $256 billion in assets under management.

Scott Stratford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides wealth management guidance to a select group of individuals, families, and institutions across the country, including many active and retired business owners. Scott works closely with clients to tailor wealth management strategies that align with their goals and evolving life circumstances, focusing on protecting the wealth they have accumulated. Scott joined Merrill in Chicago in 1987 after earning a bachelor's degree from Marquette University. He holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Certified Plan Fiduciary Advisor (CPFA). As a Portfolio Manager, he manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A long-time Chicago resident, Scott has volunteered for over 25 years with the World’s Largest Block Party sponsored by Old St. Patrick’s Church. He has also served as president of the Marquette Club of Chicago and on the national board of the Marquette University Alumni Association, as well as on the board of the Chicago Athletic Association. Scott lives in Barrington Hills with his wife and son.

Claire Llewellyn is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Rathskeller and FANUC America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Stephan Diol is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as president of the Aspen Grove Homeowners Association in Wauconda, IL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm integrates research and analytics with a range of financial products distributed through bank and insurance affiliates.

Mark Stack is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 designation and five years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Advisors and serves as a tax manager providing tax consulting and compliance services at Lumsden & McCormick LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services with multiple program options and a multi-manager platform.

Michael Burdick is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Elk Grove Village, IL. He previously spent 30 years with Edward D. Jones & Co., L.P. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Patrick Spiedel is a Financial Consultant currently working at Fidelity Investments since 2023. He brings a decade of experience in financial services to his role, having held positions as an Investment Consultant at Fidelity Investments from 2022 to 2023, a Private Client Banker at JPMorgan Chase, N.A. from 2018 to 2022, and a Relationship Banker at JPMorgan Chase, N.A. from 2015 to 2018. His professional focus is on understanding clients' unique financial situations and partnering with them to build and implement comprehensive financial plans. Throughout his career, Patrick has worked closely with clients to provide ongoing support as their life circumstances and financial goals evolve. He relies on a breadth of knowledge accumulated over ten years to assist clients in their financial journeys. Outside of his professional work, Patrick has interests in fitness, gardening, parenthood, reading, running, and volunteering.

Indra Josephs is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Josephs serves on the board and finance committee of the School District 95 Educational Foundation in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools but does not provide individual security recommendations as part of standalone plans.

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. 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 approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Trevor Hart is a Wealth Management Advisor and Senior Vice President based in the Schaumburg, Illinois office of Merrill Lynch Wealth Management. He has been serving high-net worth clients since 1993, focusing on providing personalized wealth management solutions tailored to complex financial needs. Trevor works primarily with high net worth individuals, business owners, and corporate executives, helping them manage various aspects of their financial lives. His services include retirement and wealth transfer forecasting, asset allocation, discretionary portfolio management, hedging and monetization of concentrated equity positions, as well as traditional cash management, banking, and lending services offered through Bank of America, NA. Trevor employs a defined process with each client to align financial strategies with individual circumstances and maintains regular meetings to ensure financial plans remain consistent with clients' goals. Trevor holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor designation. He earned a bachelor's degree in Finance from Bradley University, graduating with academic honors. Outside of his professional role, Trevor resides in Barrington with his wife and three children. His personal interests include basketball, music, and traveling.

Nathan Stevens is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at BCH Wealth Management in 2022 and was affiliated with the University of Kentucky and Sport Court Midwest from 2020 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize the Global Investment Committee’s return estimates and Monte Carlo simulations.