Naomi Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and Morgan Stanley for one year before joining LPL Financial. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with an emphasis on a broad platform supported by technology and a large network of advisors.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Erik Andersen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group, Northwestern Mutual Investment Management, and Technical Youth LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.

Joseph Gleba is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Avantax and Porte Brown Wealth Management. Gleba serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Anthony Trainor is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Harris Investor Services, Inc. and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Aparna Sarma is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in McHenry, IL. She previously worked at Bank of America/Merrill Lynch for seven years and has been with JPMorgan Chase Bank, N.A. since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Benjamin Murphy is a financial advisor with Morgan Stanley based in Barrington, IL. He holds the Series 66 designation and has 13 years of industry experience. Murphy has worked at Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ryan Dees is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Fidelity Investments, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.

Derek Hartmann is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jennifer Wilcoxen is a financial advisor with Cetera, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Cetera and its related entities since 2013 and previously spent over a decade at Exemplar Financial Network. Wilcoxen is also a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Jeff Fjeldheim is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 66 designation and previously operated Fjeldheim Financial Group for 15 years and worked with Raymond James Financial Services for 17 years. Fjeldheim maintains ownership of Fjeldheim Financial Group, LLC, primarily to manage the wind-down of his prior independent advisory business. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with advisory and brokerage solutions through affiliated entities.

Ann Jenkins is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following a 20-year tenure at Fidelity Brokerage Services. Outside of her advisory role, she has a long-standing position with Petsmart. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimaron Gardner is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Stifel since 2007 and concurrently serves as a shareholder, officer, and director at Gardner Building & Development Inc., a land ownership and development business he has been involved with since 1990. Gardner is also a board member and secretary of The Grove at Wynstone Homeowners' Association. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

Larry Ekstrom is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Outside of his advisory role, he serves on the advisory board of the Swedish American Museum and participates on the board and finance committee of the Barrington Area Conservation Trust. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research.

Scott Holzer is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2012. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Kenneth Munao is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of Daddy's Dip Racing Stable. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and strategies tailored to client needs.

Oscar Villalva is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to develop personalized financial strategies that address education planning, family wealth management, personal retirement planning, and retirement income. He provides guidance on various financial matters including investing, retirement planning, and saving for unexpected events, and also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Oscar holds a Bachelor's Degree from Escuela Bancaria y Comercial and is a Personal Investment Advisor (PIA). He is fluent in both English and Spanish, enabling him to serve a diverse client base. Outside of his professional work, Oscar enjoys playing soccer and tennis, and spending time with his family.

Daniel Savas is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has held roles at Raymond James Financial Services, Inc. since 2004. Outside of his advisory work, he is a co-owner of Savas Sweet Spoonfuls LLC, which operates a Menchie's Frozen Yogurt franchise managed by his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporate and institutional investors, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Marta Soltys is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.