Derek Wichman is a CFP® with 11 years of experience and has been with Edward Jones since 2015. He works out of the Palatine, IL office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

David Olson is a financial advisor at Osaic with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Distribution Services and Northwestern Mutual. His background also includes time in full-time education and a role at Seven Bridges Golf. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research, planning tools, and simulation models.

Harris Mandel is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Edward Son is a financial advisor with J.P. Morgan Securities based in Winnetka, IL, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked with JPMorgan Chase Bank NA since 2008 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.

Gregory Powell is a Series 63 licensed financial advisor with 42 years of industry experience. He is currently affiliated with Cetera and has held various roles within Cetera and its associated entities since 2012. He also serves as a compliance officer at Horizon Financial Group and Horizon Financial Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

Jennifer Barberis is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 17 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chloe Goodwin is a financial advisor at Charles Schwab with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Schwab, she worked in institutional research at Florida State University and has experience in both banking and wealth advisory roles within Charles Schwab. Charles Schwab 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts alongside a range of integrated brokerage, custody, and cash management solutions.

Lori Skiba is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of investment products, capital markets services, and periodic proprietary research.

Agnes Roach is a CFP® professional with 42 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2018, following prior roles at Cetera Advisor Networks and her own firm, AA Roach Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Charles Manion is a financial advisor at Morgan Stanley in Deerfield, IL, with eight years of industry experience. He holds the Series 66 designation and previously worked at Union Pacific Railroad and Creighton University. Outside of his advisory role, he is involved with an estate-related business in Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

John Herrmann is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, Harrisdirect LLC, and Ameriprise. He is currently based in Highland Park, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Nikolas Gountanis is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with UBS since 2017 and previously worked at Travel Inns of America Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary capital market assumptions and research to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking-related products.

Laura Repel is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2009, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1989. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG frameworks and offering capabilities in derivatives and commodities.

Mitch Kamm is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans tailored to their unique goals. He began his career at Fidelity in a client support role, which provided him with a foundational understanding of the organization's resources and strategies. Prior to his current position, Mitch held several roles at Fidelity Investments, including Relationship Manager and Financial Representative. His experience also includes internships and positions in the financial sector, such as Municipal Credit Intern at BOK Financial, Mutual Fund Administrator at US Bank, and Wealth Management Intern at D.A. Davidson & Company. Outside of his professional work, Mitch has interests in food, football, social events with friends, golf, lakes, and traveling.

Lauren Beiersdorf is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at IDEXX Laboratories, various self-employed activities, and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. 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 and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Stancil is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity from 2022 to 2025. Steven has also held positions as a Financial Planner at Goldman Sachs' Ayco Personal Financial Management from 2017 to 2020, and as a Personal Banker at several financial institutions including Bank of America, SunTrust Bank, and Wells Fargo Bank. Steven emphasizes a team-based approach to financial planning, focusing on listening to clients' personal values and concerns to develop appropriate strategies. His experience spans various aspects of financial services, including investment consulting, financial planning, and personal banking. Outside of his professional work, Steven has interests in cooking and baking, enjoys exploring food culture, follows football, values parenthood, and likes traveling.