Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Deanna Klokkenga is a CFP® and holds a Series 66 license with 23 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2022, and previously worked at Wells Fargo Clearing Services LLC and Merrill. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Deanna Schoewe is a financial advisor at LPL Financial with nine years at the firm and a total of four years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior work includes roles at BMO Investment Services and BMO Harris Bank. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

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 at Cetera with 17 years of industry experience and a Series 66 designation. His prior roles include positions at Avantax Advisory Services, LPL Financial, and ownership roles with Legacy Capital Advisors, LLC and Resurgens Investments, LLC. Kirkland is involved in wealth management through his DBA entities and offers financial planning, investment management, and insurance solutions. Cetera Investment Advisers LLC is a large multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm provides discretionary and non-discretionary portfolio management, financial planning, and offers access to a range of third-party and affiliated managers.

Jason Dickerson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at firms including New York Life and Avantax. He was previously the owner and operator of NexGen Fitness Plano, a personal training studio, though this business is currently dormant. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various investment program platforms and third-party managers.

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.

Vincent Arena is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Bank of America and E*TRADE Securities and has experience in real estate investing through his ownership of a company focused on property rehabbing and flipping. He is also a managing member of a business that sells decorations on Amazon. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mcgavin is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and Harris Investor Services Inc. In addition to his advisory role, Mcgavin is licensed as an insurance agent specializing in fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party investment managers, employing various tools and platforms to create diversified investment portfolios.

Scott Welling is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Topco Associates LLC and Hire Excellence. He is also a life insurance producer and financial consultant at Covenant Financial, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through its extensive network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and third-party platforms to manage portfolios across various asset classes and investment restrictions.

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 Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2002. 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 a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Eric Boutelle is a financial advisor with LPL Financial in Barrington, IL, holding Series 65 and Series 63 registrations and bringing 15 years of industry experience. His prior work includes roles at BMO Harris Bank and PNC Bank, as well as positions at Thrivent Financial and Thrivent Investment Management. LPL Financial serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and nonprofits, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supported by research and model portfolios, and utilizes various technology-driven investment strategies.

James Cox IV is a financial advisor with Wells Fargo Advisors in St Charles, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at GWM Advisors, LLC, LPL Financial, LLC, and Wells Fargo Clearing. 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, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Grant Bolender is an Investment Consultant who focuses on assisting individuals and families in pursuing their financial goals. He combines investment knowledge with a client-first approach to provide guidance and support throughout various stages of the financial journey. Grant's professional experience includes roles as a Paraplanner at VestGen Wealth Partners from 2024 to 2026, a Financial Representative at Equitable Advisors from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Outside of his professional work, Grant has personal interests in baseball, board games, family activities, football, golf, and spending time with pets.

Jeremy Burger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at Fifth Third Bank from 2021 to 2023. In his role, Jeremy focuses on understanding the needs of his clients to develop co-created financial plans and strategies aligned with their goals. He emphasizes connecting with clients, educating them, and conducting research to build relationships based on trust and transparency. Jeremy aims to help clients recognize the value of planning and the benefits of having a financial advisor at any stage of life. Outside of his professional work, Jeremy has personal interests that include baseball, cooking and baking, football, golf, parenthood, and pets.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and JPMorgan Chase Bank, N.A. prior to his current role. 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. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Anna Yeremina is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.