Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sharon Schwager is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She has held prior roles at Creekview Wealth Management and previously worked at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Curtis Whitehouse is a financial advisor with Wells Fargo Clearing in Cary, IL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Agnes Roach is a CFP®-designated financial advisor with 42 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. Agnes has also operated AA Roach Financial Planning since 1985. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse portfolio options.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she is involved in the sale of loan products and home-related 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.

Heather Torseth is a financial advisor with LPL Financial based in Cary, IL, holding a Series 66 designation and six years of industry experience. Her prior work history includes roles at Citigroup, Securities America, and BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Laura Repel is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2009, also maintaining a long-term affiliation with JPMorgan Chase Bank, N.A. since 1989. 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 performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clara Bogen is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Cetera since 1998 and has also operated CSB Income Tax Service since 1981, providing tax preparation services alongside her advisory role. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Benjamin Leshem is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo since 2009. Leshem serves as a trustee for multiple family and investment trusts and is an endowment committee member at North Suburban Synagogue Beth El. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and summary letters.

David Kalfen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been affiliated with Cetera and its related entities since 1991 and currently serves as co-managing member of KalfiNi LLC, an e-commerce business focused on shoe sales. Kalfen also holds roles as a board trustee for the Center for Enriched Living and secretary/CFO of Girls Who Lift Inc., a clothing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Andrea Lechner is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining RBC Capital Markets, she worked at Capital Strategies Group, Inc. and spent twenty years with Goldstein Financial Group, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Fernando Rufino is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Fidelity, he worked in various roles including at Walgreen Health Solutions and Princess House Inc. Outside of finance, he assists with administrative duties for his father's home remodeling business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across multiple asset classes.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Maggie Watson is an investment advisor affiliated with LPL Financial and Heritage Wealth Partners, holding a Series 66 designation. She has been in the financial industry since 2025 and has prior experience in healthcare and nutrition, including operating Maggie Watson Nutrition LLC as a registered dietitian health coach. Watson also works with Three Point Healthcare as a registered dietitian. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

James Larson is a Series 66 credentialed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2021 and has been with Harris Investor Services, Inc. since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Dustin White is a CFP® professional with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lake Forest, Illinois. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Eric Bowden is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and BMO Harris Bank. Bowden maintains a DBA entity for an LPL-related business in Gurnee, Illinois. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Robert Schachner is a financial advisor with Edward Jones in Libertyville, IL, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1982. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides services including discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.