Paolina Dimitrova is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this position, she served as a Relationship Manager at the same firm from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Throughout her tenure at Fidelity Investments, Paolina has developed expertise in client financial planning and relationship management. She approaches the planning process with care, structure, and attention to detail, focusing on aligning closely with her clients' goals to provide a thoughtful and seamless experience. Outside of her professional work, Paolina enjoys activities such as beach outings, fitness, hiking, Pilates, traveling, and exploring culinary interests.

Cheryl Kranz is a financial advisor at Edward Jones in Crystal Lake, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 Series 66-licensed financial advisor with J.P. Morgan Securities in Libertyville, Illinois, having three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process and a range of derivatives and commodities capabilities.

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 and Series 63 licensee with 18 years of industry experience. He currently works at Robert Baird & Co. in Elgin, IL, where he has been since 2019. Prior to Baird, he held positions at Wells Fargo Clearing and Cambridge Investment Research Advisors. Foster serves as a finance committee member at Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of managed account strategies and research tools, including artificial intelligence, and offers municipal advisory services alongside its advisory offerings.

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, Illinois, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with JPMorgan entities since 2014, serving in various capacities within the firm over that period. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and implemented with affiliate resources.

Deanna Klokkenga is a financial advisor with Wells Fargo Advisors in South Barrington, IL, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Advisors since 2017, following 14 years at Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with other financial products through a network of financial advisors.

Deanna Schoewe is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at BMO Investment Services and BMO Harris Bank, totaling over 16 years in related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2019. He has six years of industry experience and has also worked at Primerica and Becker Logistics LLC. Outside of finance, he works as a freelance DJ for corporate events, weddings, and nightclubs under the name dB Stereo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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 65 and Series 63 registrations and two years of industry experience. He has held roles at Ameriprise, The Vanguard Group, Alliance Bernstein, and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.