Brandon Chapel is a financial advisor with J.P. Morgan Securities in Mundelein, Illinois. He holds a Series 66 designation and has six years of industry experience. Outside of his advisory role, he works as a freelance DJ under the name dB Stereo, performing at corporate events, weddings, and nightclubs. 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.

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.

Shane Adams is a financial advisor with Ameriprise holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at The Vanguard Group, Alliance Bernstein, and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focusing on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Jeffrey Simon is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Arlington Heights, IL, and has 31 years of industry experience. He has worked in various roles within Wells Fargo-affiliated firms since 2012. Additionally, he is involved in an insurance practice and works with a financial planning firm outside of his advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory program options.

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.

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.

Oliver Grigg is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked in education for several years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing advice focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Kathleen Brennan is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993 and currently leads Brennan Financial Group. Outside of her advisory role, she is involved in the sale of home security and automation products through part-time referrals and serves as president of K.D. Brennan, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party asset managers and custodians.

Michael Matthys is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, bringing 19 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and provides access to broad investment solutions, managing approximately $2.74 trillion in client assets.

Michael Mccarthy is a CFP® professional with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory work, he serves as an instructor for CFP investment courses and is the director of the Financial Education Center at DePaul University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Steve Brunke is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank before joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing a vacation rental property. 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 combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Solomon David is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. He provides ongoing advice and adapts portfolios to reflect changing client circumstances. His areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Solomon holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from COMSATS University and communicates with clients in both English and Urdu. Outside of his professional duties, Solomon is involved in community service initiatives such as Feed My Starving Children.

Alex Lima is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch, and he serves as a Corporal and Fire Team Leader in the United States Marine Corps, where he coaches as a Combat Marksman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a multi-asset investment approach supported by centralized custody and trading infrastructure.

Naomi Lynn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo affiliates since 2016. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Erik Andersen is a financial advisor with J.P. Morgan Securities in Crystal Lake, IL, holding Series 66 and Series 63 credentials and nine years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goris Financial Group and Northwestern Mutual Investment Management. Andersen previously operated a business under Technical Youth LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.