Timothy Sayre is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2019. Prior to that, he worked at Astronics Connectivity Systems & Certification from 2016 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Eric Gilmore is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Covenant Financial and Topco Associated LLC. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Daniel Feiertag is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Motorola Solutions. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers 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 provides a tiered wrap-fee structure for its investment programs.

Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Graham is a Certified Financial Planner® with 16 years of industry experience. He has been with Edward Jones since 2012 and is based in Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and tax-efficient services under a fiduciary standard.

Salman Deen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 2012. In his role, he focuses on client relationship management and develops financial and investment-based strategies tailored to individual client needs. His practice areas include estate and wealth transfer issues, money management, college education planning, socially responsible investing, tax minimization, retirement income, and strategies for women and small businesses. Salman adopts a comprehensive approach to wealth management, beginning with understanding a client's financial situation and personal goals to create customized strategies that adapt to changing needs and market conditions. He holds a Master's Degree and a Bachelor's Degree from Benedictine University and maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Salman participates in community service by volunteering with local organizations, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, hiking, photography, racquetball, swimming, tennis, traveling, volleyball, and spending time with his family.

Emily Coughlin is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 credential and previously worked at Federated Global Investment Management Corp and its affiliated entities. Outside of her advisory role, she has been involved with True Lacrosse and other community organizations. Charles Schwab serves a large client base of primarily 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios, due diligence on alternative investments, and a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Michael Holevas is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. in Geneva, IL, where he has worked since 2022. Prior to this, he worked at InterOcean Capital Group, LLC and Allstate Investments, LLC. In addition to his advisory role, he is an associate and wealth manager at My Advisor & Planner LLC, a support company for branch EVX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Anne Butcher is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Hill is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory work, he is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Bryan Ittersagen is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he owns Ittersagen Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and public-finance services.

Thomas Barnicle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has held leadership roles at Barnicle & Associates, Ltd., a tax and accounting firm he founded, and serves as president of Wealth Cornerstones, Inc., a financial services company. Barnicle also owns Barnicle Financial Group, a financial services and accounting business. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers access to both affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Juan Aranda Guillen is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase for three years before joining Merrill in 2019. Outside of his advisory role, he is an owner of Bear Mountain Pinnacle LLC, a family-managed rental property business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Sharad Salvaji is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to develop customized financial plans aimed at helping them and their families achieve their financial goals. Prior to his current role, Sharad worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023 and as an Investment Advisor at PEB Financial from 2014 to 2016. His experience encompasses various aspects of financial consulting and advisory services.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Justin Mcmorrow is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at BMO Harris Bank, PNC Bank, and JP Morgan Chase Bank. He is also involved in non-variable insurance activities through an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services via a large network of investment adviser representatives, offering financial planning, model portfolios, and institutional platforms with a broad range of strategic and tactical investment options.

Sanjay Wagle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2010 and previously spent seven years at PRUCO Securities, LLC. Outside of his advisory role, he operates a business under the name Strategic Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a focus on both discretionary and non-discretionary investment strategies.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 66 designations and nine years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he serves as the Financial Secretary at Batavia Covenant Church, managing contributions and volunteer coordination. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.