Brian Paone is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Taylor Bunes is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for nine years and has been involved with the HealthCare Solutions Team since 2015. Outside of advising, Bunes is active in non-variable insurance sales. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Spiro Garbis is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he owns Garbis Administrative Services LLC, which manages his Ameriprise business operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Brian Williams is a CFP®-certified financial advisor with Edward Jones, where he has worked for 24 years. He has 23 years of industry experience. Williams is also the owner of an LLC in Mokena, IL. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Dow is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 licenses. He has 26 years of industry experience and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014. He serves as a board member of the Bellarmine Jesuit Retreat House, a religious and community organization in Barrington, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Kimberly Smith is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools and a structured planning process.

Kevin Galvin is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Ameriprise Financial Services LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a co-owner of a retail business in Charleston, SC, and an author of a book titled *Quiet Strength: A Man's Second Half Can Be Better Than His First*, which does not address financial topics. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors.

Ted Coons is a financial advisor with LPL Financial based in Warrenville, Illinois, holding Series 63 and 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Numark Credit Union, Cetera Advisor Networks LLC, and Cetera Wealth Services LLC. He operates a related business under the name Planned Financial Independence Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, leveraging a variety of portfolio management options and technology tools, supported by a network of over 22,800 advisors.

Eric Zehnder is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In his role, he focuses on assisting clients with retirement planning to align their financial strategies with their personal goals and lifestyle preferences. Eric's approach centers on helping clients manage their investments so they can enjoy their retirement without financial concerns. His professional experience is dedicated to guiding clients through planning for their needs and wants during retirement. Outside of his professional work, Eric has interests that include biking, fitness, gardening, golf, and running.

Khadia Michel is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Prior to that, she was involved with Come and Go Real Estate and Ayimed International. Her outside business activities include managing an advisory business for Valentine Britt LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that focuses on dependable income and tax-aware withdrawal strategies.

Robert Intoccia is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it participates in commodity pool operations and fund advisory roles uncommon among large institutional peers.

Judith Schlosser is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates resources such as the Global Investment Committee’s analyses into its planning process.

Ann Todisco is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

William Muehlhauser II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Laura Bare is a CFP® professional affiliated with LPL Financial, with 15 years of experience in the financial services industry. Her prior work includes roles at BNI Business Networking International and Valerie Janke, as well as involvement with the Professional Women's Club of Chicago and Embark Collaborations LLC. She has participated in business networking activities through BNI. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Patricia Koney is a financial advisor at Ameriprise with 38 years of industry experience. She has been with Ameriprise and its affiliate since 1989 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by committees to deliver these non-discretionary recommendations in partnership with advisors like Koney.

Colin Powers is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His work history includes roles at Advantage Solutions, Northwestern Mutual, and HR Block. Outside of finance, he serves as a director for the Yorkville Education Foundation and works as a tax preparer and bartender in community roles. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, offering a range of mutual funds, ETFs, managed accounts, and fiduciary services.

Ronald Kot is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cetera since 1998 and has operated his own tax accounting and audit services business since 1977. Kot also serves as a board member and treasurer of the Stonegate West Community Association in Aurora, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and custodial relationships.

Dylan Webb is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies aligned with their priorities and Fidelity's investment philosophy. His role focuses on understanding client goals and providing support during important financial decisions. Dylan's experience at Fidelity Investments includes positions as Financial Consultant since 2026, Investment Consultant from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to that, he held roles at JPMorgan Chase Bank as a Relationship Banker and Associate Banker between 2020 and 2023. Outside of his professional work, Dylan has interests in bowling, cars, football, social events with friends, golf, and pets.

Andrea Bertani is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure while overseeing model selection and implementation.