Paul Raab is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Eric Boksa is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Ameriprise Financial Services, LLC and has previously worked at firms including JP Morgan Securities, PNC Investments, Morgan Stanley, and Edward Jones. 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 tailored retirement-income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Kotin is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and has prior experience at Cavan Capital in 2023, as well as roles associated with Indiana University and Loyola Academy. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Dana Palmer is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab and Co., Inc., Dana held positions at Fidelity Investments, Edward Jones, Bank of America NA, Merrill Lynch, and Wolters Kluwer. Dana is a Vestry Member at St. David's Episcopal Church in Glenview, IL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Heide Murray is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her career includes roles at New England Securities, MSI Financial Services, and Bankers Life Securities before joining Wells Fargo in 2017. Outside of advising, she is involved in VOICE AUTOMATION INC, a business owned by her spouse, where she performs administrative duties and check signing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, providing clients with options for implementation through various brokerage and advisory programs.

Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a relationship manager for The HDB Group. He works closely with retired physicians, business owners, and other high-net-worth clients to assist them in growing and preserving their wealth for future generations. He develops strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerances, emphasizing asset allocation and diversification. Matt began his career at Merrill Lynch in 1993 after completing the firm's financial advisor training program. He is a qualified Portfolio Manager capable of managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides traditional advice and guidance and can manage these strategies on a discretionary basis as part of the firm's Investment Advisory Program. Matt holds a bachelor's degree in finance from Bradley University and is a Personal Investment Advisor (PIA). He is involved in community organizations such as the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal in Barrington. Matt lives in Barrington with his wife, Crystal, and their three children. In his free time, he enjoys golfing, running, traveling, antiquing, camping, fishing, football, skiing, and running marathons.

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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.

Franklin Hilvers is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2005, progressing through various positions including Financial Consultant, Investment Consultant, Private Client Relationship Manager, Workplace Planning and Guidance Consultant, Retirement Solutions Representative, and Client Service Representative. Over his 21 years at Fidelity, he has worked with many clients to develop, implement, and maintain financial plans, focusing on retirement, income, and wealth planning. Franklin holds a California Insurance License, which supports his work in providing comprehensive financial advice. He emphasizes integrity in his advisory services and is committed to helping clients and their families work toward their financial goals. Outside of his professional life, Franklin enjoys baseball, concerts, football, family activities, and parenthood.

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.

Stephanie Barnett is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. since 2015. Barnett is based in Libertyville, IL. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to support goal analysis and recommendations.

Thomas Noto Jr. is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as an ice hockey official for USA Hockey, the governing body for amateur ice hockey players, coaches, and officials. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a network of Investment Adviser Representatives and offers a variety of advisory programs, including third-party asset management and fiduciary services for qualified plans.

Zachary Cashmore is a financial advisor at Edward Jones with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones, he worked at Advisor Share Wealth Management and operated several self-employed wealth management ventures. Outside of finance, he has experience with Revolution Brewing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

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.

William Feeney is a financial advisor at UBS Financial Services in Northbrook, IL, with 43 years of industry experience. He has been with UBS since 1989 and previously worked at Drexel Burnham Lambert. Feeney holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

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.

Jared Korn is a Financial Advisor at Merrill Lynch Wealth Management, with over eight years of experience in the financial services industry. He specializes in comprehensive wealth management tailored to the needs of small business owners, corporate executives, and high-net-worth families. Jared provides personalized guidance in areas such as retirement planning, tax-efficient wealth preservation, estate planning, executive compensation optimization, and small business retirement plans. Jared employs a client-centric approach, focusing on building lasting relationships grounded in trust and a thorough understanding of his clients' financial goals. His expertise spans portfolio management, tax planning, estate planning, and retirement solutions, and he stays informed of market trends and regulatory changes to ensure relevant and up-to-date advice. His services aim to support clients in achieving their financial aspirations, whether through wealth building, retirement planning, or legacy preservation. He holds a Bachelor's Degree from the University of Illinois Urbana-Champaign and carries the Personal Investment Advisor (PIA) designation. Jared is also involved in professional organizations, including the Merrill Lynch Bank of America Disability Action Network and the Inter-Generational Employee Network. Outside of work, his interests include adventure sports, boating, football, golfing, music, rock climbing, skiing, surfing, and spending time with his family.

Shawn Marks is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by a centralized due diligence framework.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at LPL Financial and Edward Jones. Ren is also an IRS Enrolled Agent and operates his own tax services business. Cambridge Investment Research Advisors serves a broad range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement advisory services through independent Financial Professionals. The firm provides access to proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.

Jon Meek is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved with the Center for Enriched Living, a recreation-focused organization in Riverwoods, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs serving both individual and institutional clients, with a focus on tailored financial planning and a structured discovery process using firm-approved tools.