Eric Degnan is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His background includes roles at One For The Kids and Waddell & Reed, Inc., and he has operated his own advisory business for 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services through a large network of investment adviser representatives.

Eddie Tolbert is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he assists clients in creating financial plans tailored to their unique situations and helps implement strategies to support their financial goals. Eddie follows a prescribed three-step process aimed at helping clients navigate diverse markets to build, preserve, and distribute their wealth. Prior to his current position, Eddie served as a Financial Advisor at Northwestern Mutual from 2018 to 2022. His professional experience includes working closely with clients to ensure they feel understood and have an advocate in their corner. Eddie holds an Arkansas Insurance License.

Bradley Kitchener is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in qualified retirement plans and helping clients pursue their financial goals. Since 2000, he has developed personalized wealth management strategies tailored to his clients' changing needs, focusing on areas such as corporate executive services, divorce transition planning, education planning, family wealth management, portfolio management, tax minimization, and retirement income planning. Brad holds a Bachelor of Science degree in Finance and Marketing from Lewis University and has earned professional designations including Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He applies his expertise to create flexible financial strategies supported by the investment insights of Merrill and the banking solutions of Bank of America. In addition to his professional role, Bradley participates in community volunteering activities. His personal interests include cooking, football, golfing, music, and traveling. His approach centers on working one-on-one with clients to develop personalized financial strategies designed to help them achieve their long-term goals.

Sam Valeo III is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kathryn Thompson is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has participated as a background actor in television productions at Cinespace Studios in Chicago. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Evienna Escanilla is a Financial Advisor at Merrill Lynch Wealth Management located in Oak Brook, Illinois. She specializes in assisting individuals, families, high-net-worth clients, and small business owners with personalized, goals-based financial planning and wealth management strategies. Her expertise includes retirement planning, investment management, risk management, credit optimization, generational wealth strategies, and business succession planning. She collaborates with Merrill and Bank of America specialists to deliver disciplined, data-driven approaches tailored to each client's financial complexity and long-term objectives. Ms. Escanilla holds a Bachelor's Degree from Far Eastern University and has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Tagalog (Filipino). Outside of her professional role, Evienna participates in community volunteer activities with organizations such as Feed My Starving Children and Junior Achievement. Her approach to financial advising emphasizes education, transparency, and collaboration to help clients navigate financial decisions with clarity and confidence.

Kevin Finlon is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Osaic in 2024, he spent 10 years with Pruco Securities LLC and The Prudential Insurance Company of America. He also operates a single-member LLC focused on selling life insurance and annuity contracts when appropriate. OSAIC Wealth Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation tools and supports portfolios with multiple investment types, managing accounts on both discretionary and non-discretionary bases.

Melissa Colby is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Stefanie Walthier is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies that align with each client’s financial goals, particularly in areas such as liquidity management, personal retirement planning, and retirement income. Stefanie leverages the investment insights of Merrill and the banking and lending solutions offered by Bank of America to help clients navigate changing market conditions. Stefanie holds a Bachelor's degree in Finance from Butler University, earned in 1992. She obtained the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2000 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her early career included roles as a financial advisor with Edward Jones from 1992 to 1995 and BMO Harris Bank from 1996 to 2004, where she worked with individuals and families on retirement planning. Since joining Merrill in 2004, Stefanie has been focused on a planning-oriented service model and was a founding member of the JLW Group advisory team in 2014, which provides planning, portfolio management, and client service. In addition to her professional work, Stefanie values community involvement and volunteers with local organizations. Her personal interests include cooking, gardening, and reading. Her professional philosophy emphasizes working collaboratively with clients to develop financial strategies that support their long-term goals.

Ryan Wilson is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Financial Services for seven years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a significant network of over 10,000 advisors managing more than $256 billion in assets.

Robert Dombrowski is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes positions at Bank of America and Merrill Lynch. He owns Dombrowski Wealth Management, an independent investment-related business based in Oak Brook, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria.

Hasen Shaner is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, Hasen held various positions including roles at the University of Illinois and several community and recreational organizations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Baker is a financial advisor with Osaic Wealth, Inc. in Munster, Indiana, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years. Baker is also president and CEO of a financial planning and fixed insurance business focused on annuities, life insurance, and related services, and he has over 20 years of experience in tax preparation through his work as an accountant. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management platforms.

Deborah Chinnapillai is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. Her career includes long-term roles at Waddell & Reed and managing her own advisory practice before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with access to research, model portfolios, and technology-driven solutions.

Lawrence Lehman is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 19 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services. He serves as a board member of the Alpine Heights Homeowners Association and the Daniel Strada Foundation, a nonprofit charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of investment management and financial planning services with multiple program structures and a multi-manager platform.

Thomas Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for 12 years. 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 investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Susan Wu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2024. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Carolyn Hartnett is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Wild is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by various model portfolios and research.