Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Amy Trotter is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. She has 36 years of industry experience, including time at Wells Fargo Clearing. She also owns and operates Trotter Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options and integrates advisory services with other financial products and referral channels.

Nancy Ambrose is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Barrington, IL. She has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Darby O'Leary is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. O'Leary has three years of industry experience and has worked with Cambridge Investment Research Inc. and Preferred Planning Concepts, LLC. Outside of financial advising, O'Leary is involved in business ownership through Sparrow and Lily LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Flentge is a Series 66 licensed financial advisor with Edward Jones in Geneva, IL, where he has worked for 14 years. His entire professional experience has been with Edward Jones since 2012. 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 and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Claire Llewellyn is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Rathskeller and FANUC America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Stephan Diol is a Series 66–licensed financial advisor with 27 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Merrill for nine years. 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 that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, including pension and charitable organizations. The firm uses research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at JPMorgan Chase Bank and Vacation Lab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by both quantitative and qualitative research.

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.

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.

Brian Dutro is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes 18 years with the federal government alongside a long tenure at Primerica, dating back to 1998. Outside of advisory services, he is involved in sales of loan products and home-related 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 discretionary separately managed accounts. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating on a tiered wrap-fee structure.

Brent Bartell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Thrivent entities since 2006, including roles at Thrivent Financial and its associated teams since 2014. Outside of his advisory work, he is employed part-time as a warehouse associate at an Amazon sortation center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers holistic, goal-based financial planning separate from managed-account services, with written recommendations across a range of topics and periodic reviews, but does not provide discretionary portfolio management for institutional clients.

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.

Kenneth Peterson is a financial advisor with Cetera in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its related entities since 1999 and is the owner of a CPA service as well as a board member of a local bank. His other business activities include serving as treasurer and stockholder of a computer consulting company and receiving referral commissions on health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

J Terence Gallagher is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 1987 and holds roles at both Cornerstone Advisers, LLC and 1st Advantage Financial Advisers, LLC. Gallagher serves on the Board of Advisors for Catholic Charities of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, and charitable clients. The firm operates a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets across approximately 10,000 advisors and 800,000 clients.

Trevor Hart is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Schaumburg, Illinois office. He has been serving the needs of high-net worth clients since 1993, primarily working with individuals, business owners, and corporate executives. Mr. Hart offers a range of services including retirement and wealth transfer forecasting, asset allocation and investment style analysis, asset and discretionary portfolio management, as well as cash management, banking services, and lending through Bank of America, NA. He uses a defined process to integrate clients' circumstances into tailored financial strategies and meets regularly with clients to ensure alignment with their personal situations. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. and a Bachelor's degree in Finance from Bradley University, where he also lettered in varsity basketball. Trevor resides in Barrington, Illinois, with his wife and three children.