Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Amber Hubbard is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Edward Jones, Tighe Kress & Orr PC, and St. Meyer & Hubbard. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies supported by internal research and technology tools.

Jason Allen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Jackson National Asset Management and Morgan Stanley Smith Barney LLC. Outside of finance, he was involved with Headlands Tech Organization, LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 delivers services both directly and through corporate financial planning agreements.

Lindsay Nommensen is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has held roles at Thrivent since 2021 and MWA Financial Services since 2018. Lindsay's background also includes work in educational settings and roles at nonprofit organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning across multiple topics, allowing clients to combine planning with managed accounts while keeping services distinct.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

Amanda Kreutzer is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019. Outside of her advisory role, she is the owner of Heart Centered Guidance LLC, a business focused on spirituality services including intuitive guidance and workshops. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 and investment services supported by a nationwide network of financial advisors and branch offices.

Jennifer Ebert is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in education and family office roles. Outside of advising, she is involved with Julie Gockman Photography. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm‑approved tools and research.

Derek Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients create personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, portfolio management services, and retirement planning, with a focus on serving corporate executives and women and wealth. Derek holds a Bachelor's Degree from Northern Illinois University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is committed to understanding clients’ values and goals through one-on-one conversations, working alongside them to pursue their life objectives while planning their legacy. Outside of his professional work, Derek volunteers with community organizations including the Field Museum of Natural History, Holy Family Catholic Academy, and St. Nectarios Greek Orthodox Church. His personal interests include baseball, golfing, scuba diving, traveling, and spending time with his family.

George Reichl Jr. is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. Outside of his advisory role, he is an investor in the automotive and transportation business Tint World. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Paolina Dimitrova is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this position, she served as a Relationship Manager at the same firm from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Throughout her tenure at Fidelity Investments, Paolina has developed expertise in client financial planning and relationship management. She approaches the planning process with care, structure, and attention to detail, focusing on aligning closely with her clients' goals to provide a thoughtful and seamless experience. Outside of her professional work, Paolina enjoys activities such as beach outings, fitness, hiking, Pilates, traveling, and exploring culinary interests.

Cheryl Kranz is a financial advisor at Edward Jones in Crystal Lake, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Terence Foster is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Foster serves on the finance committee of Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Deanna Klokkenga is a CFP® and holds a Series 66 license with 23 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2022, and previously worked at Wells Fargo Clearing Services LLC and Merrill. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Garrett Wano is a financial advisor at Stifel with a Series 66 designation and just under two years of industry experience. Prior to joining Stifel, he held roles including substitute teaching at Conant High School and positions in education and investment-related fields. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Jeffrey Fehrmann is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors, J.P. Morgan Securities, and OptionsHouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations as part of standalone plans.

David Tofilon is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through employer-sponsored financial planning agreements.

Ryan Lindgren is a financial advisor with UBS Financial Services in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2009. Lindgren serves as President and board member of The Patrick Grange Memorial Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dane Pinter is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Edward Jones for 16 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, and it also delivers institutional consulting and public finance services.

Eric Boutelle is a financial advisor with LPL Financial in Barrington, IL, holding Series 65 and Series 63 registrations and bringing 15 years of industry experience. His prior work includes roles at BMO Harris Bank and PNC Bank, as well as positions at Thrivent Financial and Thrivent Investment Management. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofits, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supported by research and model portfolios, and utilizes various technology-driven investment strategies.