Jonathan Graham is a Certified Financial Planner® with 16 years of industry experience. He has been with Edward Jones since 2012 and is based in Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and tax-efficient services under a fiduciary standard.

Salman Deen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 2012. In his role, he focuses on client relationship management and develops financial and investment-based strategies tailored to individual client needs. His practice areas include estate and wealth transfer issues, money management, college education planning, socially responsible investing, tax minimization, retirement income, and strategies for women and small businesses. Salman adopts a comprehensive approach to wealth management, beginning with understanding a client's financial situation and personal goals to create customized strategies that adapt to changing needs and market conditions. He holds a Master's Degree and a Bachelor's Degree from Benedictine University and maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Salman participates in community service by volunteering with local organizations, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, hiking, photography, racquetball, swimming, tennis, traveling, volleyball, and spending time with his family.

Emily Coughlin is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Federated Global Investment Management Corp and related Federated entities. Outside of advisory work, she has experience with organizations such as True Lacrosse and Pitt Sports Camps. Charles Schwab & Co., Inc. serves a large client base, 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 relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Dhara Shah is a financial advisor with Merrill in Mt Prospect, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously held roles at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory work, Dhara serves as an executor and holds power of attorney responsibilities for her parents. 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, and institutional entities. The firm leverages its integration with Bank of America to provide a broad range of financial products and services.

Michael Holevas is a CFA® charterholder and holds the Series 66 designation, with four years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having previously worked at InterOcean Capital Group, LLC and Allstate Investments, LLC. Outside of his advisory role, he is an associate at My Advisor & Planner LLC, where he serves as a wealth manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Anne Butcher is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she co-owns a rental property with her spouse. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Hill is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory work, he is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Stephanie Johnston is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Stephanie has been working in the financial services industry since 2008, with progressive experience including positions at Baird, Exemplar Financial Network, Ameriprise Financial, Raymond James at Blackhawk Bank, and Baird again. Her expertise includes benefits and financial planning, having held multiple consultant and specialist roles throughout her career. Stephanie is committed to partnering with clients to understand their goals and develop personalized financial plans. Outside of her professional work, Stephanie enjoys camping, gardening, military service, reading, running, and volunteering.

Thomas Barnicle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has held leadership roles at Barnicle & Associates, Ltd., a tax and accounting firm he founded, and serves as president of Wealth Cornerstones, Inc., a financial services company. Barnicle also owns Barnicle Financial Group, a financial services and accounting business. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers access to both affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Juan Aranda Guillen is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He worked at JPMorgan Chase from 2016 to 2019 before joining Merrill in 2019. Outside of his advisory role, he is the owner of Bear Mountain Pinnacle LLC, a family-run rental property business. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations.

Haresh Vaswani is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1988. 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 financial planning and advisory programs, including model portfolios supported by research from LPL and third-party subadvisors, as well as retirement plan consulting and brokerage services.

Sharad Salvaji is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to develop customized financial plans aimed at helping them and their families achieve their financial goals. Prior to his current role, Sharad worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023 and as an Investment Advisor at PEB Financial from 2014 to 2016. His experience encompasses various aspects of financial consulting and advisory services.

Michael Pozzi is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Securities America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adyna Jackson is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been with Primerica Advisors since 2018 and also works with Chicago Public Schools. Outside of her advisory role, she facilitates sessions for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

Kelley Hare is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Cetera Wealth Services, LLC, having joined in 2025, and previously worked with Avantax and 1st Global Advisors. In addition to her advisory roles, she is a partner and investor in real estate ventures through Oakton Building Group and Shamrock Building Group. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets across over 10,000 advisors.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Morgan Stanley Private Bank and PNC investments. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Genevra Knight is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, and she has been involved with Porte Brown LLC since 1997. Outside of her advisory work, she serves on the board of Women Entrepreneurs Grow Global, a nonprofit focused on educating women business owners internationally. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various investment strategies and program structures.

Marta Skowronska is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has two years of industry experience, including work with PFS Investments Inc. since 2024 and Primerica Financial Services since 2022. Outside of her advisory role, she has experience as a self-employed nanny. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 financial advisors. The firm offers a wrap-fee asset management program primarily serving individual investors through model-based strategies developed by unaffiliated asset managers.