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.

Kathleen Brennan is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993 and currently leads Brennan Financial Group. Outside of her advisory role, she is involved in the sale of home security and automation products through part-time referrals and serves as president of K.D. Brennan, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party asset managers and custodians.

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.

Michael Mccarthy is a CFP® professional with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory work, he serves as an instructor for CFP investment courses and is the director of the Financial Education Center at DePaul University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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.

Naomi Lynn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo affiliates since 2016. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Erik Andersen is a financial advisor with J.P. Morgan Securities in Crystal Lake, IL, holding Series 66 and Series 63 credentials and nine years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goris Financial Group and Northwestern Mutual Investment Management. Andersen previously operated a business under Technical Youth LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Anthony Trainor is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with LPL Financial and has worked there since 2019, following a 16-year tenure at Harris Investor Services, Inc. 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, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Murphy is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Peter Manning is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and has been involved with P and R Management since 2005. Manning also has a role with PWA Insurance Services, LLC, which involves non-variable insurance business activities. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ryan Dees is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Bank of America. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kelly Petersen is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Petersen worked at Huck Bouma PC, James C Provenza & Associates, and Anderson & Associates PC. Outside of advising, Petersen co-owns a handmade soap business that sells products on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various sizes of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.

Zachary Callero is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. His prior roles include positions at OSAIC Wealth Inc and Insight 2 Profit, as well as founding Callero Capital Management. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary program options.

Andrew Rzotkiewicz is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2008. Outside of his advisory work, he is a fitness coach at Orange Theory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, utilizing both affiliated and third-party managers.

Sijo Job is a financial advisor with LPL Financial in Schaumburg, Illinois, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including ten years at J.P. Morgan Securities and over a decade running S Job Health, Inc. as a dietary consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs supported by research and technology, serving both discretionary and non-discretionary client needs.

Kenneth Robbins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has worked in the financial advisory field since 2011, with previous roles as a Financial Advisor at BMO Harris Financial Advisors, Inc. from 2012 to 2016 and at PNC Investments from 2011 to 2012. Kenneth focuses on developing flexible retirement plans tailored to his clients' evolving needs, aiming to help grow and protect their wealth over time. He emphasizes listening to his clients to understand what is important to them and guiding them through significant financial decisions and uncertain times. He holds an Arkansas Insurance License. Outside of his professional career, Kenneth's personal interests include baseball, family activities, and fitness.

Janet Barnard Weiland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work includes roles at American Financial Network Inc, United Fidelity Funding Corp, and Hartford Financial Services, Inc. She is also involved in sales of investment-related products and receives additional compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors is a large-scale institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that employs largely model-delivery strategies managed by unaffiliated asset managers.

Derek Hartmann is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has been with LPL Financial since 2019. Outside of advising, he is involved in restoration work and occasionally caddies at a private golf club. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and custodial services, providing both discretionary and non-discretionary management supported by in-house and third-party research.