John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of experience in the industry. His prior experience includes 14 years at J.P. Morgan Securities and 23 years at JPMorgan Chase Bank, N.A., as well as two years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

Adele Toussaint is a CFP®-certified financial advisor with 28 years of industry experience. She has been with LPL Financial since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a network of over 22,800 advisors.

Joseph Cane Jr. is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with Cetera. His career includes prior roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. In addition to financial advising, he is a CPA and partner at Porte Brown LLC, a CPA firm he has been involved with since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Robert Olesen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2018, he worked for James T. Borello & Co. for 17 years. He is also the owner of Olesen Tax Strategies, a tax preparation business. 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 offers tailored, non-discretionary planning and supports its recommendations with analytical tools and risk profiling.

Alan Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include tenures at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities, and WS Griffith Securities. Levine has also been involved in non-variable insurance brokerage since the late 1980s. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jennifer Dallas is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Joseph Mendes is a financial advisor with J.P. Morgan Securities in Bloomingdale, IL, holding Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2021, as well as prior positions in wireless communications and retail. 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 applying an ESG eligibility framework in its recommendations.

Ivan Feliciano is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is also a musician who creates music for streaming platforms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.

Fredrerick Escobar is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, and Merrill Lynch. Escobar is based in Palatine, IL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives and utilizes various tools and platforms to support its advisory and operational functions.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Eric Boksa is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Ameriprise Financial Services, LLC and has previously worked at firms including JP Morgan Securities, PNC Investments, Morgan Stanley, and Edward Jones. 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 tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Naimesh Shah is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Shah is involved in information technology consulting and tax preparation through his ownership and employment in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing model portfolios and third-party managers within various program structures.

Scott Mcgovney is a CFP® with 39 years of experience in the financial industry. He has been with LPL Financial since 2008, with prior experience at North Star Investment Management Corporation and Banc One Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meredith Fiocchi is a financial advisor with Wells Fargo Clearing in Highland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as secretary for a local homeowners association, supporting community activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Didomenico is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 33 years of experience serving high-net-worth clients. He focuses on providing a comprehensive approach to managing wealth, beginning with understanding clients and their families, financial situations, and priorities. His work centers on creating customized wealth management strategies that adapt as clients' needs and market conditions evolve. Matthew leverages the investment insights of Merrill and the banking capabilities of Bank of America to address various financial aspects for his clients. Throughout his career, Matthew has specialized in areas including family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He collaborates closely with clients to develop and implement asset management strategies tailored to their goals, timelines, and risk tolerance. His team's approach emphasizes asset allocation and diversification to help meet clients' objectives. Matthew holds a bachelor's degree in finance from Bradley University and is a Personal Investment Advisor (PIA). He is a member of the Sigma Nu National Fraternity. In the community, Matthew contributes to organizations such as the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal in Barrington. Outside of his professional and community commitments, he enjoys antiquing, camping, fishing, football, golfing, running, running marathons, skiing, and traveling.

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Neil Harnen is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Wheaton, IL. His career includes roles at Cambridge Investment Research Advisors, National Securities Corp, B. Riley Wealth Advisors, LPL Financial, and TrustBank. He serves as a board member and co-chair of the finance committee for Mutual Ground, where he is involved in budget recommendations and audit approvals. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.