Anna Wright is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Connor Terry is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at several firms including Bank of America, Merrill, and Wells Fargo Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured approach that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within a broader banking and broker-dealer organization.

Anastasia Thermos is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments, Inc., Cuna Brokerage Services, Inc., and Abbott Laboratories Ecu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and systematic methodologies in its investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Melanie Mousheh is a Financial Consultant at Fidelity Investments, serving in this role since 2024. She has been with Fidelity Investments since 2021, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Melanie worked as an Associate Representative at Thrivent Financial from 2020 to 2021 and as a Member Experience Representative at Consumers Credit Union from 2018 to 2020. Melanie focuses on developing individualized financial plans, emphasizing client-specific circumstances to create strategies aimed at achieving financial freedom and peace of mind. She prioritizes maintaining open communication and nurturing ongoing relationships to support clients throughout their financial journeys. She holds an Arkansas Insurance License.

Geoffrey Wharton is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Terence Foster is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Foster serves on the finance committee of Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Deanna Klokkenga is a CFP® and holds a Series 66 license with 23 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2022, and previously worked at Wells Fargo Clearing Services LLC and Merrill. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Garrett Wano is a financial advisor at Stifel with a Series 66 designation and just under two years of industry experience. Prior to joining Stifel, he held roles including substitute teaching at Conant High School and positions in education and investment-related fields. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Jeffrey Fehrmann is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors, J.P. Morgan Securities, and OptionsHouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations as part of standalone plans.

Christopher Kirkland is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 designation and 17 years of industry experience. He has worked with several firms including LPL Financial, IFG Advisory, and Avantax, and is involved in wealth management through entities linked to Resurgens Investments, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide array of investment options and extensive national scale.

Jason Dickerson is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. His prior experience includes roles at New York Life Insurance Company and Raymond James Financial Services, Inc. He formerly owned and operated a personal training studio under Jason Dickerson LLC, though this business is currently dormant. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting discretionary and non-discretionary strategies across various program structures.

David Tofilon is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through employer-sponsored financial planning agreements.

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.

Andrew Segalla is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Healthworks, Fifth Third Bank, and Burlington Trailways. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Shane Adams is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at The Vanguard Group and Alliance Bernstein. 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 clients approaching or in retirement with annual retirement-income planning advice and written recommendation reports focused on income reliability 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 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at BMO Harris Bank, PNC Bank, PNC Investments, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.

Adam Krzyzewski is a financial advisor with J.P. Morgan Securities in Mount Prospect, IL, holding Series 63 and Series 66 credentials and totaling 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.