Dana Palmer is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab and Co., Inc., Dana held positions at Fidelity Investments, Edward Jones, Bank of America NA, Merrill Lynch, and Wolters Kluwer. Dana is a Vestry Member at St. David's Episcopal Church in Glenview, IL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Heide Murray is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including New England Securities and MetLife Securities Inc. Outside of her advisory role, Murray has an indirect connection to a voice automation business through ownership by her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning.

Meredith Fiocchi is a financial advisor with Wells Fargo Clearing in Highland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as secretary for a local homeowners association, supporting community activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career at Merrill in 1993 after completing the firm's financial advisor training program. He currently serves as a relationship manager for The HDB Group, working closely with retired physicians, business owners, and other high-net-worth clients to help them grow and preserve their wealth through strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerance. Matt is a qualified Portfolio Manager who provides advice and guidance as well as managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. These strategies may be managed on a discretionary basis within the firm's Investment Advisory Program. He graduated from Bradley University with a bachelor's degree in finance and holds the Personal Investment Advisor (PIA) designation. Matt is also a member of Sigma Nu National Fraternity. He and his wife, Crystal, live in Barrington with their three children. Matt enjoys golfing, running, traveling, and supporting Barrington High School athletics. He is involved in the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal - Barrington.

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Kincade Frank is a financial advisor with Merrill holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, New York Life Insurance Company, Aflac, and service in the Illinois Army National Guard. He has also held positions at Liberty University and Illinois State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerardo Velasquez is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Milliman, Inc. for nine years. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Franklin Hilvers is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2005, progressing through various positions including Financial Consultant, Investment Consultant, Private Client Relationship Manager, Workplace Planning and Guidance Consultant, Retirement Solutions Representative, and Client Service Representative. Over his 21 years at Fidelity, he has worked with many clients to develop, implement, and maintain financial plans, focusing on retirement, income, and wealth planning. Franklin holds a California Insurance License, which supports his work in providing comprehensive financial advice. He emphasizes integrity in his advisory services and is committed to helping clients and their families work toward their financial goals. Outside of his professional life, Franklin enjoys baseball, concerts, football, family activities, and parenthood.

Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

William Lavanne is a CFP® certificant affiliated with Cetera who has 40 years of industry experience. He currently serves at Cetera and its related entities, including James Hamlin Financial Services, LLC and JHFS Management Corporation, where he holds ownership and management roles. Outside of his advisory work, Lavanne is a licensed insurance agent authorized to offer fixed, life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, corporate, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and retirement services with multiple program structures and access to both affiliated and unaffiliated third-party managers.

Stephanie Barnett is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. since 2015. Barnett is based in Libertyville, IL. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to support goal analysis and recommendations.

Thomas Noto Jr. is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2002, including its predecessor, AXA Advisors. Outside of his advisory role, he serves as an ice hockey official with USA Hockey. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and collaborates with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

Eleni Ftikas is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, she worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., and has over two decades of experience at Planning Dynamics, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Advisor Share Wealth Management and self-employed advisory firms. Outside of financial advising, he has worked in the brewing industry with Revolution Brewing. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with a broad range of advisory programs and affiliated investment options.

James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Brian Tait is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has been affiliated with J.P. Morgan Securities since 2012 and Kress & Mackay LLC since 2013. Outside of advisory work, he is involved as an owner and partner in Liberty Lake LLC. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Nicholas Demarco is a financial advisor with OSAIC in Chicago, IL. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024 following a period in full-time education. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party model and managed-account solutions.

Patricia O’Connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. In addition to advisory work, she is an independent insurance agent specializing in dental and group disability income, fixed annuities, life and health products, and Medicare-related products. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various tools and platforms to construct portfolios with a wide range of investment options and provides access to third-party money managers and managed-account solutions.

William Feeney is a financial advisor at UBS Financial Services in Northbrook, IL, with 43 years of industry experience. He has been with UBS since 1989 and previously worked at Drexel Burnham Lambert. Feeney holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.