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 at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including BMO Harris Bank, PNC Bank, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Adam Krzyzewski is a financial advisor with J.P. Morgan Securities in Mount Prospect, IL, holding Series 63 and Series 66 licenses and 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on customized asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Simon is a CFP®-certified financial advisor at Wells Fargo Advisors with 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, and Citigroup Global Markets. Outside of his advisory work, he is involved in an insurance practice based in Sarasota, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, serving clients who meet a net-worth threshold with a range of specialized planning options.

Grant Bolender is an Investment Consultant who focuses on assisting individuals and families in pursuing their financial goals. He combines investment knowledge with a client-first approach to provide guidance and support throughout various stages of the financial journey. Grant's professional experience includes roles as a Paraplanner at VestGen Wealth Partners from 2024 to 2026, a Financial Representative at Equitable Advisors from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Outside of his professional work, Grant has personal interests in baseball, board games, family activities, football, golf, and spending time with pets.

Jeremy Burger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Personal Banker at Fifth Third Bank from 2021 to 2023. In his role, Jeremy focuses on understanding the needs of his clients to develop co-created financial plans and strategies aligned with their goals. He emphasizes connecting with clients, educating them, and conducting research to build relationships based on trust and transparency. Jeremy aims to help clients recognize the value of planning and the benefits of having a financial advisor at any stage of life. Outside of his professional work, Jeremy has personal interests that include baseball, cooking and baking, football, golf, parenthood, and pets.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Anna Yeremina is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various divisions within Fidelity, including Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Oliver Grigg is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked in education for several years. 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 advice focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Kathleen Brennan is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993 and currently leads Brennan Financial Group. Outside of her advisory role, she is involved in the sale of home security and automation products through part-time referrals and serves as president of K.D. Brennan, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies and discretionary separately managed accounts supported by third-party asset managers and custodians.

Michael Matthys is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, bringing 19 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and provides access to broad investment solutions, managing approximately $2.74 trillion in client assets.

Michael Mccarthy is a CFP® professional with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He serves as an instructor for CFP investment courses at DePaul University and holds a part-time role as Director of the Financial Education Center there. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from its investment institute with diversification principles and offers a range of financial products through its affiliates.

Steve Brunke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously at PNC Investments and PNC Bank. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Solomon David is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. He provides ongoing advice and adapts portfolios to reflect changing client circumstances. His areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Solomon holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from COMSATS University and communicates with clients in both English and Urdu. Outside of his professional duties, Solomon is involved in community service initiatives such as Feed My Starving Children.

Alex Lima is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch, and he serves as a Corporal and Fire Team Leader in the United States Marine Corps, where he coaches as a Combat Marksman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a multi-asset investment approach supported by centralized custody and trading infrastructure.

Naomi Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and Morgan Stanley for one year before joining LPL Financial. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. 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 and model portfolio programs, with an emphasis on a broad platform supported by technology and a large network of advisors.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Erik Andersen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group, Northwestern Mutual Investment Management, and Technical Youth LLC. 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. Their advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.

Joseph Gleba is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Avantax and Porte Brown Wealth Management. Gleba serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Mao Xia is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. Prior to joining Fidelity, Mao worked at Bank of America, Merrill, BMO Harris Bank, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies.