Heather Henderson is a financial advisor at Edward Jones in Lisle, IL, holding a Series 66 credential with three years of industry experience. Prior to her current role, she worked for the American Society of Composers, Authors and Publishers for eight years. She is also involved with AmSpirit Business Connections, where she assists local networking chapters in growing their membership. 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 investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Domenico Capezzuto is a financial advisor at Merrill Lynch Wealth Management. He builds personalized investment strategies for families and successful industry professionals, focusing on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Domenico draws from his passion for finance, which developed from a young age, and his family's experience with consistent saving and investing across generations. This background has shaped his approach to guiding clients through important financial decisions and helping them feel confident about their financial future. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Aurora University and is a member of the Chicagoland Italian American Charitable Organization. Outside of work, Domenico enjoys fishing, golfing, soccer, spending time with his family, table tennis, traveling, and watching movies.

Mitchell Rottier is a financial advisor with Raymond James Financial in Geneva, IL, holding a Series 66 designation and two years of industry experience. He has worked at Morton Private Wealth Strategies, Inc. and Raymond James Financial Services, Inc. since 2023. Outside of his advisory role, he assists clients at Morton Private Wealth Strategies as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Andrea Grant is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Kevin Hanley is a financial advisor at Morgan Stanley with 28 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board and finance committee of Old St. Patrick's Church and chairs the Carts and Caddie Committee at the Oak Park Country Club Board of Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes structured discovery conversations without providing individual security recommendations as part of standalone plans.

Donald Butler is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he spent time in various roles including positions at Northern Seminary, Harvest Bible Chapel, Bannockburn Church, and Butler Innovative Group. He serves on the Board of Trustees for the Village of Lily Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Alan Hubbard is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Hubbard is involved in managing a real estate condominium and has limited partnerships in aerospace and Airbnb service businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Virginia Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while serving individual investors rather than institutional pension or profit-sharing plans.

Karen Overcash is a CFP® and Series 66 credentialed advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allison Schuller is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, and Fifth Third Securities. Outside of her advisory role, she is involved with Partnerland LLC, a business entity used for tax and investment purposes. 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. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

John Cahill is a financial advisor at Edward Jones with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Douglas Klimah is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera since 2019, with prior roles at Opus Wealth Partners and LPL Financial. In addition to his advisory work, Klimah serves as a notary providing notarization services for union member documents. Cetera Investment Advisers LLC is a large SEC-registered firm that offers a wide range of investment and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to various portfolio management strategies through discretionary and non-discretionary program structures.

Brian Leclercq is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as a board member of the Oswegoland Heritage Association and is a township supervisor for Oswego Township, overseeing budgets and acting as ex officio treasurer for the cemetery board. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, operating through a nationwide network of over 10,000 advisors.

John Hayes is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Edward Jones, JP Morgan Securities LLC, Nel Pretech Corporation, and Relevant Business Consultants. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized custody and operational capabilities.

Ryan Zelenika is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Ryan collaborates with clients and their families to build financial plans and develop diversified investment strategies aimed at helping them work toward their life goals. Throughout his career at Fidelity Investments, Ryan has gained experience in financial planning and investment consulting. His approach focuses on creating tailored strategies that support clients' financial objectives. Outside of his professional duties, Ryan enjoys golf, traveling, and volunteering.

Martin Painter is a financial advisor with Primerica Advisors in Wheaton, IL, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Luke Long is a Series 66-designated financial advisor with Fidelity in Naperville, IL, bringing one year of industry experience. His prior work includes roles at Sweetener Supply Corporation and the University of Kansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Cook is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked with Ameriprise since 2009 in various capacities. Outside of advising, he owns SCS Corp, a business management entity unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

Thomas Dusing is a Financial Consultant currently working at Fidelity Investments since 2014. He has a professional background that includes roles as a Relationship Manager Associate at Credit Suisse Private Bank USA from 2012 to 2014, a Private Banker Associate at JP Morgan Private Bank from 2010 to 2012, and as a Senior Product Development Analyst at Driehaus Capital Management LLC from 1999 to 2010. In his current role, Thomas focuses on understanding the unique financial journeys of families by building meaningful relationships. He collaborates with clients to evaluate and refine their financial strategies, ensuring alignment with their core values and long-term life goals.

Anthony Ferrazzi is a financial advisor with Merrill in Lisle, IL, holding a Series 66 designation and eight years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and additional services.