Tabitha Kenney is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Wealth Management since 2021 and previously spent 13 years at Merrill. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Thomas Wendt is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He previously worked at Edward Jones and Bromley Company. His credentials include the Series 66 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 and investment services supported by a nationwide network of financial advisors and branch offices.

Katherine Strain is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Raymond James & Associates. 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 supported by proprietary research and tools, allowing clients to customize implementation through brokerage or advisory programs.

Daniel Volk is a financial advisor with LPL Financial in Grayslake, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Merrill, Chase Investment Services Corporation, and Banc One Securities Corporation. He is involved with Wintrust Investments Insurance Agency, focusing on non-variable insurance. 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 and institutional platforms, and supports advisors with research-driven model portfolios and technology tools.

Paolina Dimitrova is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this position, she served as a Relationship Manager at the same firm from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Throughout her tenure at Fidelity Investments, Paolina has developed expertise in client financial planning and relationship management. She approaches the planning process with care, structure, and attention to detail, focusing on aligning closely with her clients' goals to provide a thoughtful and seamless experience. Outside of her professional work, Paolina enjoys activities such as beach outings, fitness, hiking, Pilates, traveling, and exploring culinary interests.

Cheryl Kranz is a financial advisor at Edward Jones in Crystal Lake, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Connor Terry is a Series 66-licensed financial advisor with J.P. Morgan Securities in Libertyville, Illinois, having three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process and a range of derivatives and commodities capabilities.

Anastasia Thermos is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments, Inc., Cuna Brokerage Services, Inc., and Abbott Laboratories Ecu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and systematic methodologies in its investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Gary Heymann is a financial advisor with Edward Jones in Deerfield, IL, holding a Series 66 credential and 20 years of industry experience. He has been with Edward Jones since 2006. 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 managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Chapel is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2019. He has six years of industry experience and has also worked at Primerica and Becker Logistics LLC. Outside of finance, he works as a freelance DJ for corporate events, weddings, and nightclubs under the name dB Stereo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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.

Robert Allen IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. In addition to his advisory role, he has been involved with Chicago Tag & Label since 2001 and Primerica Financial Services since 1999. Outside of advisory services, he is engaged in selling loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kevin Mathews is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior roles include positions at City National Bank, Aviva Investors, and as a Fixed Income Consultant. Mathews serves on the boards of two homeowner associations in Lake Forest, Illinois, including as president of Amberley Woods Master Association, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, supported by a significant capital-markets infrastructure and affiliated asset management capabilities.

Leonard Gertz is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he held roles at Axa Advisors, Pruco Securities, The Prudential Insurance Company of America, Hyde Park Art Center, and Allstate Insurance. Equitable Advisors serves individuals—including non‑high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

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.

Gregory Pinsky is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, he serves on the finance subcommittee of the board of directors for BBYO International, a religious organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Steve Brunke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Naomi Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and Morgan Stanley for one year before joining LPL Financial. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. 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 and model portfolio programs, with an emphasis on a broad platform supported by technology and a large network of advisors.

Erik Andersen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group, Northwestern Mutual Investment Management, and Technical Youth LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.