Stephan Diol is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as president of the Aspen Grove Homeowners Association in Wauconda, IL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm integrates research and analytics with a range of financial products distributed through bank and insurance affiliates.

Mark Stack is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and provides tax consulting and compliance services as a tax manager at Lumsden & McCormick LLP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Alex Hickman is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Trader Joe's and Subway. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Burdick is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Elk Grove Village, IL. He previously spent 30 years with Edward D. Jones & Co., L.P. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Patrick Spiedel is a Financial Consultant currently working at Fidelity Investments since 2023. He brings a decade of experience in financial services to his role, having held positions as an Investment Consultant at Fidelity Investments from 2022 to 2023, a Private Client Banker at JPMorgan Chase, N.A. from 2018 to 2022, and a Relationship Banker at JPMorgan Chase, N.A. from 2015 to 2018. His professional focus is on understanding clients' unique financial situations and partnering with them to build and implement comprehensive financial plans. Throughout his career, Patrick has worked closely with clients to provide ongoing support as their life circumstances and financial goals evolve. He relies on a breadth of knowledge accumulated over ten years to assist clients in their financial journeys. Outside of his professional work, Patrick has interests in fitness, gardening, parenthood, reading, running, and volunteering.

Indra Josephs is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Josephs serves on the board and finance committee of the School District 95 Educational Foundation in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools but does not provide individual security recommendations as part of standalone plans.

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. 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 approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Stevens is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at BCH Wealth Management in 2022 and was affiliated with the University of Kentucky and Sport Court Midwest from 2020 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize the Global Investment Committee’s return estimates and Monte Carlo simulations.

Joshua Ezzo is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Retirement Brokerage Services. Throughout his career at Fidelity, Joshua has worked closely with clients to develop wealth strategies aimed at benefiting them and their families now and in the future. He holds a California Insurance License, supporting his expertise in financial and insurance matters.

Kelly Tischart is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Ameriprise in 2026, she worked for The Huntington Investment Company for nine years and LPL Financial for four years. She has also been involved with The Well Of Living Waters Church for 14 years. Outside of her advisory role, she has an ownership interest in a retail business specializing in collectible merchandise. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Jeff Mende is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2011 and with JPMorgan Chase Bank, N.A. since 2008. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Hilgart is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 22 years of industry experience. He has worked at LPL Financial since 2019 and at Harris Investor Services, Inc. since 2009. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jason Swedo is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Wealth Services since 2021. He also serves as an account director and relationship manager at J.D. Power. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Colleen Kehoe is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at MassMutual Life Insurance Company, Ameriprise, and Thrivent Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements are collaborative and use firm-approved tools to analyze client goals, providing recommendations without discretionary authority.

W Grigg is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and emphasizes the use of Ameriprise-managed accounts within its investment approach.

Anthony Hubick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile.

Rama Talwar is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2021, including Charles Schwab Premier Bank and Charles Schwab Bank. Prior to joining Schwab, he was with Anthony Fiorelli State Farm Agency from 2019 to 2021. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence.

Jeanne Varwig is a financial advisor with UBS Financial Services in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at Citadel Group Limited for 15 years and had a brief tenure at Karchmar Life Insurance and Legacy Planning. She serves on the board of Erie Elementary Charter School in Chicago, overseeing strategic direction and supporting fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Michele Manfredi is a financial advisor at Fidelity with 14 years of industry experience. His work history includes roles at BMO Harris Bank, PNC Bank, and Ambit Energy, where he is involved in a multi-level marketing business that provides electricity and natural gas in deregulated markets. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and utilizes model portfolios with systematic methodologies.

Moira Brennan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Brennan Financial Group, PFS Investment Inc., and Primerica Financial Services. She also has involvement in sales of loan products and home-related services through Primerica Mortgage, LLC and a related affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and employs model-delivery strategies managed by unaffiliated asset managers.