Alexandria Cutrone is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2022. In this capacity, she leads, manages, and coaches a team of financial professionals focused on providing clients with a comprehensive wealth planning experience. Alexandria emphasizes understanding clients' priorities to tailor financial strategies that align with their goals. Her tenure at Fidelity Investments spans over a decade, beginning as an Intern in 2012. She has progressed through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and Assistant Branch Leader before assuming her current leadership role. This extensive experience within the firm reflects her deep familiarity with financial advisory services and team leadership. Alexandria is committed to fostering a collaborative culture and supporting the professional growth of her associates. Details regarding her educational background and personal interests have not been provided.

Matthew Schmit is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at Cetera in various capacities since 2013. Outside of his advisory role, Schmit is involved in fixed insurance sales and owns and operates a ranch through MSJSBS, LLC. He also serves as an acting executive officer for the Villa Park Knights of Columbus and is a board member of the Villa Park Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, featuring discretionary and non-discretionary services and access to third-party money managers.

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

Nicholas Payne is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A., and previously was employed by Mesirow Financial, Inc. from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not include individual security recommendations as part of standalone financial plans.

Victor Simonelli is a financial advisor with Edward Jones in Mt Prospect, IL, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Ernst & Young LLP and DJE Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Kimberley Milfred is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Frank Pawlowski is a financial advisor with Primerica Advisors in Elmhurst, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is a co-owner of HOLN, LLC, a solar power company based in Scottsdale, AZ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily focused on retail clients rather than institutional plans.

Steven Adams is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 1992. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nick Stavropoulos is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wintrust Investments LLC for six years and U.S. Bancorp Investments, Inc. for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs with access to model portfolios, third-party research, and various management options.

Dennis Mc Namee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized wealth management strategies tailored to align with each client’s unique financial picture and long-term goals. He provides access to investment insights from Merrill and integrates banking and lending solutions through Bank of America to support client needs. Dennis holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois. He follows the Merrill tradition of community involvement and dedicates time to volunteer with local organizations. His approach emphasizes collaboration with clients to create flexible financial strategies that adapt to changing market conditions.

Christian Apostolov is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles in environmental services and home care sectors before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Anthony Segalla is a financial advisor with Edward Jones in Mount Prospect, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Segalla is a retired member of the U.S. Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Russell Wilson is a Series 66-registered financial advisor with 17 years of industry experience, currently with Cetera since 2025. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and he is a partner at Porte Brown LLC, where he provides tax and accounting services. Wilson also serves on the Board of Directors for the Illinois CPA Society Peer Review Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Rebekah Berry is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 1999. Berry serves on the board and the Endowment Trust Committee of the Greater Elgin Family Care Center, where she participates in overseeing the overall investment allocation of the endowment trust. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a broad range of investment strategies and client goals.

Jeffrey Smiejek is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His career includes roles at Avantax Investment Services, Porte Brown Wealth Management, and 1st Global Advisors. He is also a partner at Porte Brown LLC, where he manages staff, clients, and new business development, and leads the valuation and transition planning team. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios, discretionary and non-discretionary management options, and a range of program structures supported by ongoing supervision and client reviews.

Nicholas Parker is a CFP® and Series 66-credentialed financial advisor with Edward Jones, based in Itasca, IL. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he manages a single-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Miceli is a financial advisor with Edward Jones in Elmhurst, IL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he works part-time converting the United Center from basketball to hockey configuration as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and affiliated services supported by a large national network of financial advisors and branch offices.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 14 years and operated Leonard Digate Income Planning for 20 years. He is also licensed as an insurance broker specializing in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and portfolio management, supported by research and technology-based strategies.