Ryan Lindgren is a financial advisor with UBS Financial Services in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2009. Lindgren serves as President and board member of The Patrick Grange Memorial Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Vincent Arena is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Bank of America and E*TRADE Securities and has experience in real estate investing through his ownership of a company focused on property rehabbing and flipping. He is also a managing member of a business that sells decorations on Amazon. 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.

Dane Pinter is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He has worked at Raymond James & Associates since 2022 and was previously with Edward Jones for 16 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting services through a range of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Eric Boutelle is a financial advisor with LPL Financial in Barrington, IL, holding Series 65 and Series 63 registrations and bringing 15 years of industry experience. His prior work includes roles at BMO Harris Bank and PNC Bank, as well as positions at Thrivent Financial and Thrivent Investment Management. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofits, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supported by research and model portfolios, and utilizes various technology-driven investment strategies.

Grant Bolender is an Investment Consultant who focuses on assisting individuals and families in pursuing their financial goals. He combines investment knowledge with a client-first approach to provide guidance and support throughout various stages of the financial journey. Grant's professional experience includes roles as a Paraplanner at VestGen Wealth Partners from 2024 to 2026, a Financial Representative at Equitable Advisors from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Outside of his professional work, Grant has personal interests in baseball, board games, family activities, football, golf, and spending time with pets.

Jeremy Burger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at Fifth Third Bank from 2021 to 2023. In his role, Jeremy focuses on understanding the needs of his clients to develop co-created financial plans and strategies aligned with their goals. He emphasizes connecting with clients, educating them, and conducting research to build relationships based on trust and transparency. Jeremy aims to help clients recognize the value of planning and the benefits of having a financial advisor at any stage of life. Outside of his professional work, Jeremy has personal interests that include baseball, cooking and baking, football, golf, parenthood, and pets.

Anna Yeremina is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Oliver Grigg is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked in education for several years. 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 written Recommendation Reports and ongoing advice focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Matthys is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, bringing 19 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and provides access to broad investment solutions, managing approximately $2.74 trillion in client assets.

Michael Mccarthy is a CFP® professional with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory work, he serves as an instructor for CFP investment courses and is the director of the Financial Education Center at DePaul University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Alex Lima is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch, and he serves as a Corporal and Fire Team Leader in the United States Marine Corps, where he coaches as a Combat Marksman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a multi-asset investment approach supported by centralized custody and trading infrastructure.

Naomi Lynn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo affiliates since 2016. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Erik Andersen is a financial advisor with J.P. Morgan Securities in Crystal Lake, IL, holding Series 66 and Series 63 credentials and nine years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goris Financial Group and Northwestern Mutual Investment Management. Andersen previously operated a business under Technical Youth LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joseph Gleba is a financial advisor with Cetera, holding a Series 66 designation and over 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Porte Brown Wealth Management. He serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association as a committee member. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Anthony Trainor is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with LPL Financial and has worked there since 2019, following a 16-year tenure at Harris Investor Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Murphy is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Peter Manning is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and has been involved with P and R Management since 2005. Manning also has a role with PWA Insurance Services, LLC, which involves non-variable insurance business activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ryan Dees is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Bank of America. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.