Patrick Nix is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Avantax, and Alcorn & Cureton, Ltd., where he is involved in accounting and tax preparation. He also owns a tax preparation and accounting services business, advising clients on tax matters and business operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

Patrick Mulvaney is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients and their families to understand their financial goals and develop personalized strategies aimed at growing, protecting, and managing wealth. He emphasizes open dialogue and education to assist clients in making informed financial decisions. Patrick has progressed through roles at Fidelity Investments, starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2025, before assuming his current position. Prior to joining Fidelity, he held a Financial Representative role at Northwestern Mutual during 2022 to 2023. He holds an Arkansas Insurance License. Outside of his professional work, Patrick engages in activities such as bowling, cooking and baking, fitness, golf, traveling, and volunteering.

Connor Brandon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forbes Technical Consulting, Purdy Products Company, CareerBuilder, and Tech USA. He spent eight years in full-time education prior to entering the financial services field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large nationwide network of advisors.

David Kosobucki is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Pickren is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining J.P. Morgan in 2018. J.P. Morgan Securities 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.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

Karen Feinblatt is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities in Wheaton, Illinois. She has been with JP Morgan Chase Bank, NA since 2013. Outside of her advisory role, she is involved in managing farmland rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Shuster Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 10 years at Stifel. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Brendon Sobien is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A. and Associated Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

John Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships covering topics such as retirement, income tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and account management separate.

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles at Acceptance Now (Rent a Center LLC) and teaching positions at Utah Valley University and Moraine Park Technical College. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Joshua Van Namen is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Country Insurance & Financial Services for 16 years before joining Edward Jones in 2022. The firm serves more than four million individual and institutional clients with a wide range of wealth management services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jennifer Freymark is a CFP® with 12 years of industry experience and has been with Edward Jones in Glen Ellyn, IL since 2013. She is also a certified Body Pump and Spinning instructor and serves as Treasurer for the Hadley Junior High PTA, managing budgets and bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Jones is a CFP® professional with 44 years of experience in the financial industry. He has worked at OSAIC since 2023, following 30 years at FSC Securities Corporation and over four decades with Lincoln National Life. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning and managed account solutions, utilizing advanced asset-allocation tools and access to third-party investment managers.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.