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.

Robert Paneral is a financial advisor with LPL Financial in Mt. Prospect, Illinois, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Citigroup Global Markets, and Citicorp Investment Services. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 is currently an advisor at Edward Jones in Barrington, IL, having joined the firm in 2026. His prior experience includes 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 large 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.

Theodore Rosean is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Beacon Financial Services, Inc. from 1998 to 2003. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laura Repel is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2009, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1989. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG frameworks and offering capabilities in derivatives and commodities.

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 in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, and U.S. Allianz Securities. Outside of financial advising, he is a part owner of Big Thank You LLC, a business that facilitates parents gifting teachers and coaches. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Brian Terry is a financial advisor at Wells Fargo Advisors with 37 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he has a minority ownership interest in Abbey Resort & Spa in Fontana, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through an extensive network of advisors.

Subhash Katial is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he was affiliated with International Insurance Agency Group, Inc. and Financial Service Corporation for over two decades. Outside of his advisory role, he serves as an officer of International Insurance Agency Group, Inc., which provides health insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Benjamin Leshem is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes previous roles at Morgan Stanley DW Inc. and Wells Fargo Clearing. He serves as a trustee for multiple family trusts and is a member of the endowment committee at North Suburban Synagogue Beth El. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrated advisory and brokerage solutions.

David Kalfen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been affiliated with Cetera and its related entities since 1991 and currently serves as co-managing member of KalfiNi LLC, an e-commerce business focused on shoe sales. Kalfen also holds roles as a board trustee for the Center for Enriched Living and secretary/CFO of Girls Who Lift Inc., a clothing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.