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.

Christopher Folmar is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked briefly at LSC Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Spiegel is a financial advisor at Morgan Stanley in Barrington, Illinois, with 33 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Sonia Olivo is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to her financial services career, she spent twelve years at Sally Beauty Supply. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.

Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.

Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.

John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.