Patrick Mulvaney is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients and their families to understand their financial goals and develop personalized strategies aimed at growing, protecting, and managing wealth. He emphasizes open dialogue and education to assist clients in making informed financial decisions. Patrick has progressed through roles at Fidelity Investments, starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2025, before assuming his current position. Prior to joining Fidelity, he held a Financial Representative role at Northwestern Mutual during 2022 to 2023. He holds an Arkansas Insurance License. Outside of his professional work, Patrick engages in activities such as bowling, cooking and baking, fitness, golf, traveling, and volunteering.

Connor Brandon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forbes Technical Consulting, Purdy Products Company, CareerBuilder, and Tech USA. He spent eight years in full-time education prior to entering the financial services field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large nationwide network of advisors.

David Kosobucki is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 designation and five years of industry experience. Prior to his current role starting in 2018, his work history includes positions outside the financial sector. He is also associated with Shady Dragon LLC, a non-investment-related business based in McHenry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various providers.

Scott Barber is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of the team since 1992. He has held several roles throughout his tenure, including investment associate, training coordinator for new financial advisors, and financial planning specialist for Merrill Lynch’s Financial Foundation® program. Currently, he serves with The HDB Group, leveraging over 20 years of financial services experience to assist clients such as attorneys, physicians, and business executives in defining, prioritizing, and pursuing their financial goals. Scott follows a disciplined, goals-based wealth management process that addresses critical financial planning areas including college education funding, retirement income planning, estate planning, philanthropic planning, tax minimization, liability management, and portfolio management services. He is a qualified portfolio manager who can build and manage personalized strategies incorporating individual securities, Merrill model portfolios, and third-party investment strategies. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Private Wealth Advisor (CPWA) designation, along with the Personal Investment Advisor (PIA) credential. Scott earned a Bachelor of Science degree in business from Indiana University Bloomington. He resides in St. Charles with his wife, Bethany, and their daughters, Riley and Quinn. Outside of his professional responsibilities, he enjoys running, reading, traveling, and spending time with his family. Scott was recognized as part of the HDB Group on the 2024 Forbes “Best-in-State Wealth Management Teams” list.

Thomas Davia is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and offering 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Woodbury Financial Services. He is also associated with Alliant Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of research and model portfolio options.

John Thunholm is a financial advisor with Wells Fargo Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, covering diverse planning needs such as retirement, education, risk management, and business-owner transition planning.

Bryan Catalano Jr. is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following a prior role at JPMorgan Chase Bank. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Andrew Erickson is a CFP®-certified financial advisor with 10 years of industry experience, currently working at Cetera. Prior to joining Cetera in 2025, he spent eight years at Edward Jones. He is also involved in two financial planning-related ventures, ClearGuide Wealth and Rozovics Wealth Management, where he provides financial and retirement planning, investment advice, and insurance solutions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

Chad Danforth is a financial advisor with Raymond James & Associates in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 15 years at Stifel, Nicolaus & Co., Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jason Seldomridge is a financial advisor with Cambridge Investment Research Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and concurrently serves as Director of Operations at Alchemy Financial Group, a role he has held since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches across multiple custody platforms.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Brendon Sobien is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Associated Bank, and Marquette University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Annette Rumas is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS Financial Services since 2014, with a brief gap in 2021. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elijah Rothschild is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and three years of industry experience. He has worked within Morgan Stanley and FTI Consulting and has held roles at Indiana University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.