Guadalupe Barrios is a financial advisor with Primerica Advisors in Cicero, IL, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors since 1997 and has prior experience with PAV REALTORS and as a self-employed professional. Outside of her advisory role, she owns and manages two catering-related businesses in Chicago. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Eugene Paquette is a financial advisor with Cetera who holds a Series 63 designation and has 43 years of industry experience. He has been with Cetera since 2004 and operates Paquette Financial Services, which provides investment, retirement, and health insurance planning. Additionally, he prepares simple tax returns for a small number of elderly clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and third-party money managers.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Kevin Finlon is a financial advisor with OSAIC Wealth Inc. He holds Series 65 and Series 63 credentials and has 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Pruco Securities LLC and The Prudential Insurance Company of America for ten years. He is also involved in insurance sales through his single-member LLC, Finlon Insurance. OSAIC Wealth serves a diverse range of retail and institutional clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple platforms.

Melissa Colby is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Gabriel Chavez is a financial advisor with Ameriprise in Woodridge, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves on the board of directors for the West Suburban Community Pantry and owns GJC Legacy & Associates, a practice management company. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stefanie Walthier is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies that align with each client’s financial goals, particularly in areas such as liquidity management, personal retirement planning, and retirement income. Stefanie leverages the investment insights of Merrill and the banking and lending solutions offered by Bank of America to help clients navigate changing market conditions. Stefanie holds a Bachelor's degree in Finance from Butler University, earned in 1992. She obtained the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2000 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her early career included roles as a financial advisor with Edward Jones from 1992 to 1995 and BMO Harris Bank from 1996 to 2004, where she worked with individuals and families on retirement planning. Since joining Merrill in 2004, Stefanie has been focused on a planning-oriented service model and was a founding member of the JLW Group advisory team in 2014, which provides planning, portfolio management, and client service. In addition to her professional work, Stefanie values community involvement and volunteers with local organizations. Her personal interests include cooking, gardening, and reading. Her professional philosophy emphasizes working collaboratively with clients to develop financial strategies that support their long-term goals.

Deborah Chinnapillai is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously worked with D.D.E. Partners, LLC and operated her own advisory practice before joining LPL in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining technology tools with a large network of advisors managing over $819 billion in discretionary assets.

Lawrence Lehman is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 20 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services, among other roles. He serves as a board member for his homeowners association and for The Daniel Strada Foundation, a nonprofit established in memory of a family member. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Susan Wu is a financial advisor with J.P. Morgan Securities in Lansing, Illinois, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities since 2014 and also worked at JPMorgan Chase Bank, N.A. for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process uses centralized due diligence combining quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Carolyn Hartnett is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Samson is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 1993. Between 2014 and 2017, he was involved with the Steven Samson Living Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a range of investment strategies, including ESG criteria.

Adam Skotnicki is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors using a range of investment strategies.

Chelsea Wagers is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and U.S. Bancorp Investments, Inc. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, offering a range of Eligible Strategies that may include ESG criteria.

William Hackett is a financial advisor at Wave & Breakout L.L.C. in Orland Park, Illinois, with 27 years of industry experience. He previously worked at Waddell & Reed Inc. from 2014 to 2018. Hackett serves as the Finance Committee Chair for St. Julies Billiart Church in Tinley Park, Illinois. Wave & Breakout L.L.C. is an independent firm with a single advisor that offers personalized financial advisory services.

Gary Fabian is the sole advisor at Gary Fabian and Associates Incorporated, an independent firm based in Riverdale, IL. He holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Stephen A. Kohn & Associates, Ltd. since 2003 and has been involved with Asian Elements, a young Asian professional networking organization, since 2002. Gary Fabian and Associates Incorporated serves clients with a personalized approach characteristic of a single-advisor independent firm.