Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. His credentials include the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Bryan Bertani is a CFP® with 13 years of experience in financial planning and advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Eagle Strategies and New York Life Insurance Company. In addition to his advisory role, he works as an associate and financial planner at Elevate Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting implementation through various advisory programs.

Roy Cook Jr. is a financial advisor with LPL Financial and holds Series 65 and Series 66 credentials. He has 20 years of industry experience and previously worked at firms including Cetera and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing a range of management approaches and research resources.

Dominica Katsoudas is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley, she held various roles in healthcare marketing and academic institutions, including positions at Klick Health, Eversania Intouch, and Northwestern University Feinberg School of Medicine. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Heather Henderson is a financial advisor at Edward Jones in Lisle, IL, holding a Series 66 credential with three years of industry experience. Prior to her current role, she worked for the American Society of Composers, Authors and Publishers for eight years. She is also involved with AmSpirit Business Connections, where she assists local networking chapters in growing their membership. 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 investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Domenico Capezzuto is a financial advisor at Merrill Lynch Wealth Management. He builds personalized investment strategies for families and successful industry professionals, focusing on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Domenico draws from his passion for finance, which developed from a young age, and his family's experience with consistent saving and investing across generations. This background has shaped his approach to guiding clients through important financial decisions and helping them feel confident about their financial future. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Aurora University and is a member of the Chicagoland Italian American Charitable Organization. Outside of work, Domenico enjoys fishing, golfing, soccer, spending time with his family, table tennis, traveling, and watching movies.

Andrea Grant is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Kevin Hanley is a financial advisor at Morgan Stanley with 28 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board and finance committee of Old St. Patrick's Church and chairs the Carts and Caddie Committee at the Oak Park Country Club Board of Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes structured discovery conversations without providing individual security recommendations as part of standalone plans.

Alan Hubbard is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Hubbard is involved in managing a real estate condominium and has limited partnerships in aerospace and Airbnb service businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Virginia Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while serving individual investors rather than institutional pension or profit-sharing plans.

Matthew Dollinger is a financial advisor at Edward Jones in Joliet, IL, holding the CFP®, CFA®, and Series 66 credentials with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Monsanto from 2014 to 2017. Dollinger serves on the boards and finance committees of Big Brothers Big Sisters of Will and Grundy Counties, Joliet Catholic Academy, and the Will County Center for Economic Development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Brian Leclercq is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as a board member of the Oswegoland Heritage Association and is a township supervisor for Oswego Township, overseeing budgets and acting as ex officio treasurer for the cemetery board. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, operating through a nationwide network of over 10,000 advisors.

Dennis Giese is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2010. Outside of his advisory role, he manages an independent insurance business specializing in various lines of insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and multiple custody platforms.

John Hayes is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Edward Jones, JP Morgan Securities LLC, Nel Pretech Corporation, and Relevant Business Consultants. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized custody and operational capabilities.

Ryan Zelenika is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Ryan collaborates with clients and their families to build financial plans and develop diversified investment strategies aimed at helping them work toward their life goals. Throughout his career at Fidelity Investments, Ryan has gained experience in financial planning and investment consulting. His approach focuses on creating tailored strategies that support clients' financial objectives. Outside of his professional duties, Ryan enjoys golf, traveling, and volunteering.

Martin Painter is a financial advisor with Primerica Advisors in Wheaton, IL, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Luke Long is a Series 66-designated financial advisor with Fidelity in Naperville, IL, bringing one year of industry experience. His prior work includes roles at Sweetener Supply Corporation and the University of Kansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Cook is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with Ameriprise since 2009 in various capacities. Outside of advising, he owns SCS Corp, a business management entity unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

Thomas Dusing is a Financial Consultant currently working at Fidelity Investments since 2014. He has a professional background that includes roles as a Relationship Manager Associate at Credit Suisse Private Bank USA from 2012 to 2014, a Private Banker Associate at JP Morgan Private Bank from 2010 to 2012, and as a Senior Product Development Analyst at Driehaus Capital Management LLC from 1999 to 2010. In his current role, Thomas focuses on understanding the unique financial journeys of families by building meaningful relationships. He collaborates with clients to evaluate and refine their financial strategies, ensuring alignment with their core values and long-term life goals.