Geoffrey Wharton is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Terence Foster is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He currently works at Robert Baird & Co. in Elgin, IL, where he has been since 2019. Prior to Baird, he held positions at Wells Fargo Clearing and Cambridge Investment Research Advisors. Foster serves as a finance committee member at Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of managed account strategies and research tools, including artificial intelligence, and offers municipal advisory services alongside its advisory offerings.

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, Illinois, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with JPMorgan entities since 2014, serving in various capacities within the firm over that period. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and implemented with affiliate resources.

Deanna Klokkenga is a financial advisor with Wells Fargo Advisors in South Barrington, IL, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Advisors since 2017, following 14 years at Merrill. 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 planning menu and integrates advisory services with other financial products through a network of financial advisors.

Deanna Schoewe is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at BMO Investment Services and BMO Harris Bank, totaling over 16 years in related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Garrett Wano is a financial advisor at Stifel with a Series 66 designation and just under two years of industry experience. Prior to joining Stifel, he held roles including substitute teaching at Conant High School and positions in education and investment-related fields. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Jeffrey Fehrmann is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors, J.P. Morgan Securities, and OptionsHouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations as part of standalone plans.

Christopher Kirkland is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 designation and 17 years of industry experience. He has worked with several firms including LPL Financial, IFG Advisory, and Avantax, and is involved in wealth management through entities linked to Resurgens Investments, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide array of investment options and extensive national scale.

Jason Dickerson is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. His prior experience includes roles at New York Life Insurance Company and Raymond James Financial Services, Inc. He formerly owned and operated a personal training studio under Jason Dickerson LLC, though this business is currently dormant. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting discretionary and non-discretionary strategies across various program structures.

David Tofilon is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through employer-sponsored financial planning agreements.

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.

Scott Welling is a financial advisor at Osaic Wealth with one year of industry experience. He holds a Series 66 designation and has previously worked at Topco Associates LLC and Hire Excellence. In addition to his advisory role, he is a life insurance producer with Covenant Financial, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a broad range of investment programs and strategies.

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.

Jeff Bergmann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Eric Boutelle is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including BMO Harris Bank, PNC Bank, and Thrivent Financial. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

James Cox IV is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including GWM Advisors, LPL Financial, and UBS Financial Services. He is currently based in St Charles, IL. 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 range of planning options supported by proprietary research and tools, catering to clients who meet certain net-worth thresholds.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

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.

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.