Christine Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and its investment management division since 2010. Messerschmidt serves as a board member of the We Raise Foundation, which supports Christian nonprofit organizations addressing poverty, violence, and inequality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses that cover a wide range of financial topics, delivered as either one-time or ongoing engagements separate from portfolio management.

Lori Skiba is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of investment products, capital markets services, and periodic proprietary research.

Agnes Roach is a CFP® professional with 42 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2018, following prior roles at Cetera Advisor Networks and her own firm, AA Roach Financial Planning. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Heather Torseth is a financial advisor with LPL Financial in Cary, IL, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at BMO Harris Financial Advisors and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to various portfolio management strategies.

Charles Manion is a financial advisor at Morgan Stanley in Deerfield, IL, with eight years of industry experience. He holds the Series 66 designation and previously worked at Union Pacific Railroad and Creighton University. Outside of his advisory role, he is involved with an estate-related business in Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

John Herrmann is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, Harrisdirect LLC, and Ameriprise. He is currently based in Highland Park, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Keith Pinsoneault is a CFA® charterholder with 12 years of industry experience. He has worked at Edward Jones since 2026 and previously held roles at Janus Henderson and REINHART PARTNERS, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Nikolas Gountanis is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with UBS since 2017 and previously worked at Travel Inns of America Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary capital market assumptions and research to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking-related products.

Laura Repel is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2009, also maintaining a long-term affiliation with JPMorgan Chase Bank, N.A. since 1989. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mitch Kamm is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans tailored to their unique goals. He began his career at Fidelity in a client support role, which provided him with a foundational understanding of the organization's resources and strategies. Prior to his current position, Mitch held several roles at Fidelity Investments, including Relationship Manager and Financial Representative. His experience also includes internships and positions in the financial sector, such as Municipal Credit Intern at BOK Financial, Mutual Fund Administrator at US Bank, and Wealth Management Intern at D.A. Davidson & Company. Outside of his professional work, Mitch has interests in food, football, social events with friends, golf, lakes, and traveling.

Lauren Beiersdorf is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at IDEXX Laboratories, various self-employed activities, and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Stancil is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity from 2022 to 2025. Steven has also held positions as a Financial Planner at Goldman Sachs' Ayco Personal Financial Management from 2017 to 2020, and as a Personal Banker at several financial institutions including Bank of America, SunTrust Bank, and Wells Fargo Bank. Steven emphasizes a team-based approach to financial planning, focusing on listening to clients' personal values and concerns to develop appropriate strategies. His experience spans various aspects of financial services, including investment consulting, financial planning, and personal banking. Outside of his professional work, Steven has interests in cooking and baking, enjoys exploring food culture, follows football, values parenthood, and likes traveling.

Matthew Cahan is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals and the dynamics of today’s market environment. Matthew leverages the investment insights of Merrill along with the banking and lending solutions provided by Bank of America to support comprehensive wealth management. Matthew holds a Bachelor’s Degree from the University of Wisconsin Madison and holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also engages in community activities aligned with Merrill’s tradition of service, volunteering with various local organizations.

Clara Bogen is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera since 1998. She has operated her own tax preparation service, CSB Income Tax Service, since 1981, maintaining an active role in tax preparation alongside her advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Peter Tracz is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Woodbury Financial Services, Questar Capital Corporation, U.S. Allianz Securities, and Ameriprise Advisor Services. Outside of advisory work, he is a part owner of Big Thank You LLC, a business that facilitates gifting for teachers and coaches, supporting his wife's role in the company. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Brian Terry is a financial advisor with Wells Fargo Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2015 and previously with Wells Fargo Clearing for ten years. Outside of his advisory work, he holds a minority ownership stake in Abbey Resort & Spa in Fontana, WI. 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’s advisors provide tailored recommendations supported by Wells Fargo research and tools, addressing various planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Subhash Katial is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior work includes long-term roles at International Insurance Agency Group, Inc and Financial Service Corporation. Katial is also an officer and insurance agent at International Insurance Agency Group, Inc, where he is involved in health insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across asset classes.

Benjamin Leshem is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo since 2009. Leshem serves as a trustee for multiple family and investment trusts and is an endowment committee member at North Suburban Synagogue Beth El. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and summary letters.