Eric Boksa is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at JP Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and PNC Investments, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing annual planning advice. The firm uses proprietary research and third-party data to support tax-aware withdrawal strategies and income planning within a defined investment universe.

Naimesh Shah is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Shah is involved in information technology consulting and tax preparation through his ownership and employment in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing model portfolios and third-party managers within various program structures.

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.

Meredith Fiocchi is a financial advisor with Wells Fargo Clearing in Highland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as secretary for a local homeowners association, supporting community activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Kincade Frank is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities, New York Life Insurance Company, and Aflac. Outside of finance, he has been affiliated with Liberty University and served in the Illinois Army National Guard. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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 at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2002, including its predecessor, AXA Advisors. Outside of his advisory role, he serves as an ice hockey official with USA Hockey. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and collaborates with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

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 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.

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. Outside of his advisory role, Ries has coaching involvement with the Big Foot Union High School and Big Foot Wrestling Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 from internal and third-party sources.

Brian Tait is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has been affiliated with J.P. Morgan Securities since 2012 and Kress & Mackay LLC since 2013. Outside of advisory work, he is involved as an owner and partner in Liberty Lake LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Nicholas Demarco is a financial advisor with OSAIC in Chicago, IL. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024 following a period in full-time education. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party model and managed-account solutions.

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.

Patricia O’Connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. In addition to advisory work, she is an independent insurance agent specializing in dental and group disability income, fixed annuities, life and health products, and Medicare-related products. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various tools and platforms to construct portfolios with a wide range of investment options and provides access to third-party money managers and managed-account solutions.