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 with OSAIC in Arlington Heights, IL, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at JPMorgan Distribution Services, Northwestern Mutual, and Seven Bridges Golf. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

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, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Curtis Whitehouse is a financial advisor with Wells Fargo Clearing in Cary, IL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Chloe Goodwin is a CFP® with four years of industry experience, currently serving at Charles Schwab in Northbrook, IL. Her prior roles include positions within Charles Schwab Bank SSB and the Florida State University Office of Institutional Research. Outside of her advisory work, she has experience with the Lowcountry Chamber Music Festival and Chegg. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment options, combining centralized custody and order-routing with multi-asset portfolio management and alternative investment due diligence.

Christine Messerschmidt is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Messerschmidt serves on the board of the We Raise Foundation, which partners with Christian nonprofits focused on education, workforce development, and criminal justice. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering topics such as retirement, taxes, and estate planning, without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option.

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 affiliated with LPL Financial, bringing 42 years of industry experience. Her prior roles include five years with Cetera Advisor Networks and over four decades running her own financial planning business. She is based in Gurnee, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

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 who holds a Series 66 designation and has 21 years of industry experience. He has been with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Keith Pinsoneault is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Edward Jones in Barrington, IL, where he has worked since 2026. Prior to joining Edward Jones, he spent three years at Janus Henderson and 15 years at REINHART PARTNERS, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

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 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2009, also maintaining a long-term affiliation with JPMorgan Chase Bank, N.A. since 1989. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.