Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill in 1993 after completing the firm's financial advisor training program. He currently serves as a relationship manager for The HDB Group, working closely with retired physicians, business owners, and other high-net-worth clients to help them grow and preserve their wealth through strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerance. Matt is a qualified Portfolio Manager who provides advice and guidance as well as managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. These strategies may be managed on a discretionary basis within the firm's Investment Advisory Program. He graduated from Bradley University with a bachelor's degree in finance and holds the Personal Investment Advisor (PIA) designation. Matt is also a member of Sigma Nu National Fraternity. He and his wife, Crystal, live in Barrington with their three children. Matt enjoys golfing, running, traveling, and supporting Barrington High School athletics. He is involved in the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal - Barrington.

Katherine Micek is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Raymond James since 2021 and previously spent eight years at UBS Financial Services. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, alongside institutional consulting and municipal finance capabilities.

Gerardo Velasquez is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Milliman, Inc. for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

William Lavanne is a CFP® certificant affiliated with Cetera who has 40 years of industry experience. He currently serves at Cetera and its related entities, including James Hamlin Financial Services, LLC and JHFS Management Corporation, where he holds ownership and management roles. Outside of his advisory work, Lavanne is a licensed insurance agent authorized to offer fixed, life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, corporate, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and retirement services with multiple program structures and access to both affiliated and unaffiliated third-party managers.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Advisor Share Wealth Management and self-employed advisory firms. Outside of financial advising, he has worked in the brewing industry with Revolution Brewing. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with a broad range of advisory programs and affiliated investment options.

James Walker is a CFP® professional with 33 years of experience in the financial industry. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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.

James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Umair Mustafa is a financial advisor at Merrill based in Carpentersville, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Adapt Health and held various roles including customer service and delivery positions. Outside of his advisory role, he continues to work part-time in customer service and delivery for Adapt Health and Amazon Flex. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

John Koklys is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and JPMorgan Chase since 2015. Outside of finance, Koklys has been active as a musician and sound engineer with John Arthur Music since 2002, performing and mixing live sound at various venues. J.P. Morgan Securities LLC 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Andrew Carman is a CFP® professional affiliated with LPL Financial, with 21 years of industry experience. He has worked at LPL Financial since 2011, with a brief tenure at Securities America Advisors and Securities America, Inc. from 2017 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Prior to joining Cambridge in 2021, Ren worked at LPL Financial for 10 years. Outside of advisory work, Ren is an IRS Enrolled Agent and operates a tax services firm, REN & Associates Tax Services Inc. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment implementation options across multiple platforms, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He previously spent 13 years at Wayne Hummer Investments L.L.C. and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a coach for the Professional Bowlers Association. 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 range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

Derek Bergquist is a financial advisor with Primerica Advisors in Rolling Meadows, IL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work history includes roles at BSI Group and Sterling Engineering. In addition to financial advising, he participates in sales of loan products and home security and automation referrals through related Primerica affiliates. Primerica Advisors is a firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody support through third parties.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

James Danielson is a financial advisor with Raymond James Financial in St. Charles, IL, holding a Series 66 designation and 21 years of industry experience. He is the owner of Magnolia Financial Group, Inc. and has worked with Heritage Partners and Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and client-directed investment decisions.

Kenneth Kruss is a financial advisor with OSAIC based in Lake Zurich, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Outside of his advisory role, he is president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.