Gregory Farber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within JPMorgan entities since 2004, along with prior positions at Calamos Wealth Management, Lasalle Street Capital Management, Oppenheimer, and CIBC World Markets. He is also employed by JPMorgan Bank, enabling him to offer bank deposit and credit products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

Alex Rojas is a Financial Consultant at Fidelity Investments, bringing over 25 years of capital market experience to his current role. He assists clients in aligning their financial decisions with their individual goals and priorities through disciplined long-term strategies tailored to their needs. Alex focuses on retirement, education, and legacy planning, helping clients make informed and confident financial decisions. Prior to joining Fidelity Investments in 2026, Alex worked as a Financial Advisor at Merrill Lynch from 2019 to 2026. His background includes extensive experience in capital markets and financial advisory services, supporting clients across various financial planning needs. Outside of his professional work, Alex has interests in hiking, skiing, tennis, traveling, and exploring food.

Vito Della Polla is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he assists clients with retirement planning, investment planning, and benefit consulting. He works with a team that includes a benefit planning consultant and dedicated executive services associates to support clients' needs. Vito has been with Fidelity Investments since 2010, holding various positions including Vice President Financial Consultant from 2016 to 2021, Financial Consultant from 2012 to 2015, and Investment Consultant from 2010 to 2012. Prior to joining Fidelity, he worked as a Financial Representative at AXA Advisors from 2009 to 2010. He is a Certified Financial Planner, which supports his expertise in providing comprehensive financial planning services.

Kassidy Gountanis is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked in community therapy services and has experience in early childhood education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of advisors and branch offices.

Nathanael Ramos is a financial advisor with Thrivent Investment Management in Carol Stream, IL, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Thrivent Financial since 2019 and prior positions at The Leazer Group and People Helping People. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with additional experience at St. John's Lutheran Church and School. His credentials include Series 63 and Series 66 registrations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Robert Mazanke is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Mc Neill is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public-finance services, and specialized consulting solutions.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Silmon is a CFP® professional with seven years of industry experience, currently serving as an advisor at Edward Jones since 2019. He previously worked at KPMG LLP for 18 years. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Alexandra Wilson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to her advisory role, she was employed at the University of Phoenix and Elgin Community College and has been involved with Vector Marketing since 2015. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations typically delivered within 180 days of enrollment. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and utilizing algorithmic tools alongside a centralized consulting team.

Nicole Schelkopf is a financial advisor at Edward Jones in Schaumburg, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner and partner of NAS Farms, a farming business in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hoffman is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of his advisory role, he has experience working at CJs Bar and Kemper Lakes Country Club, as well as a tenure at Miami University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kurt Kubon is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Citigroup Global Markets, where he worked from 1998 to 2009, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Kubon serves as a trustee for multiple personal trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenarios to model outcomes.

David Poitras is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. He has been with Robert W. Baird since 2006 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and the use of technology such as artificial intelligence.

Kevin Geist is a financial advisor with Cetera who holds Series 63, 65, and 66 credentials and has 25 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Equitable Financial Life Insurance Company. Geist is also involved with Schumann Financial, an investment-related business. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions utilizing multiple program structures and third-party managers.

Mark Duris is a financial advisor with Merrill in Schaumburg, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America since 2017 and Merrill since 2016. Outside of his advisory roles, he is involved with CampReward, Inc. and has a long-standing association with Tazza Coffee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, with a range of tactical asset allocation options and support services.