Alex Lima is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch, and he serves as a Corporal and Fire Team Leader in the United States Marine Corps, where he coaches as a Combat Marksman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a multi-asset investment approach supported by centralized custody and trading infrastructure.

Naomi Lynn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo affiliates since 2016. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Anthony Malano is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SagePoint Financial Inc. and Mid America Financial Group. In addition to his advisory role, he is involved in the fixed life and annuity business as a life insurance agent and assists with licensing and product support at Mid America Financial Group. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Brian Ohlinger is a financial advisor with Ameriprise in De Kalb, Illinois, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Finance Advisory Committee for the City of DeKalb, providing input on municipal budgets and financial planning. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations, primarily for clients with significant investable assets. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Trainor is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with LPL Financial and has worked there since 2019, following a 16-year tenure at Harris Investor Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Murphy is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Joanne Allessi is a financial advisor at Morgan Stanley in Geneva, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models.

Mark Hilde is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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.

Ignacio Guerrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at BMO Harris Financial Advisors, Inc. and BMO Harris Bank. 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 with access to model portfolios, third-party research, and advanced portfolio management technologies.

Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Kenneth Norkus is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Independent Financial Group, Leader One Financial, and several mortgage companies. He is also involved with Great Mortgage Company, a mortgage and real estate services business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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.