Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Salman Deen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 2012. In his role, he focuses on client relationship management and develops financial and investment-based strategies tailored to individual client needs. His practice areas include estate and wealth transfer issues, money management, college education planning, socially responsible investing, tax minimization, retirement income, and strategies for women and small businesses. Salman adopts a comprehensive approach to wealth management, beginning with understanding a client's financial situation and personal goals to create customized strategies that adapt to changing needs and market conditions. He holds a Master's Degree and a Bachelor's Degree from Benedictine University and maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Salman participates in community service by volunteering with local organizations, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, hiking, photography, racquetball, swimming, tennis, traveling, volleyball, and spending time with his family.

Emily Coughlin is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Federated Global Investment Management Corp and related Federated entities. Outside of advisory work, she has experience with organizations such as True Lacrosse and Pitt Sports Camps. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Matthew Wisla is a financial advisor with Ameriprise in Addison, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he worked at Northern Illinois University from 2015 to 2022. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver tailored retirement advice.

Michael Holevas is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. in Geneva, IL, where he has worked since 2022. Prior to this, he worked at InterOcean Capital Group, LLC and Allstate Investments, LLC. In addition to his advisory role, he is an associate and wealth manager at My Advisor & Planner LLC, a support company for branch EVX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Anne Butcher is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Hill is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory work, he is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Bryan Ittersagen is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he owns Ittersagen Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and public-finance services.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Justin Mcmorrow is a financial advisor with LPL Financial in Glen Ellyn, IL, holding Series 63 and Series 66 registrations with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Bank, and Prudential Advisors. Outside of his advisory work, he is involved in non-variable insurance activities as part of his business engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, supported by proprietary research and third-party subadvisors.

Sanjay Wagle is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2010. Outside of his advisory role, he operates a separate business called Strategic Wealth Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Morgan Stanley Private Bank and PNC investments. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he serves as the Financial Secretary at Batavia Covenant Church, managing contributions and volunteer coordination. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Keith Mitsch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent ten years at SKTY Trading, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Robert Robertson III is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Equitable Advisors LLC and has a diverse background including roles outside finance such as at Elmhurst Brewing Company and Docs Victory Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Susan Zick is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in delivering a comprehensive approach to wealth management that begins with understanding a client’s financial situation, family, and priorities. Susan collaborates with clients to create personalized strategies designed to be flexible and responsive to changing needs and market conditions. She also provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Her areas of focus include college education planning, divorce transition planning, legacy planning, LGBT wealth planning, management of new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Susan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her high school diploma from Benet Academy. Outside of her professional work, Susan has interests in boating, golfing, photography, reading, and scrapbooking. Her approach centers on understanding clients’ life priorities to develop financial plans aligned with their goals and aspirations.

Richard Ferrari is a financial advisor at Edward Jones in Wheaton, IL, with 31 years of industry experience and holding Series 63 and Series 65 designations. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in real estate management and brokerage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Rauf Noorie is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial consulting and has previously served as a Private Client Advisor at JPMorgan in 2022, as well as a Private Client Banker at JPMorgan Chase and Company from 2018 to 2022. He focuses on collaborating with clients to understand their motivations and build financial plans that align with their goals, values, and life situations. His approach includes providing clarity, perspective, and guidance to clients whether they are planning for the future or navigating changes. Noorie is committed to working with clients toward achieving a confident financial future.