Oliver Grigg is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked in education for several years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing advice focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Matthys is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, bringing 19 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and provides access to broad investment solutions, managing approximately $2.74 trillion in client assets.

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.

Erik Andersen is a financial advisor with J.P. Morgan Securities in Crystal Lake, IL, holding Series 66 and Series 63 credentials and nine years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goris Financial Group and Northwestern Mutual Investment Management. Andersen previously operated a business under Technical Youth LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joseph Gleba is a financial advisor with Cetera, holding a Series 66 designation and over 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Porte Brown Wealth Management. He serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association as a committee member. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

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.

Aparna Sarma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, N.A./Merrill Lynch for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Ryan Dees is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Alan Creech is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2021 and previously worked with Wells Fargo and First National Bank of Omaha. Outside of his advisory role, he is employed as a financial advisor at First Investments and Planning in Lake in the Hills, IL. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable affiliation with municipal and public finance activities.

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 with LPL Financial in Woodstock, IL, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has been with LPL Financial since 2019. Outside of advising, he is involved in restoration work and occasionally caddies at a private golf club. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and custodial services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Wilcoxen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Exemplar Financial Network. Outside of her advisory role, she is a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

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.