Jennifer Wilken is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. She holds Series 63 and Series 66 licenses and is based in Oakbrook Terrace, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ryan Corbett is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise Advisor Services, Inc. Outside of his advisory duties, he is involved in managing investment-related business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to deliver tailored recommendations.

Edwin Contreras is a financial advisor with J.P. Morgan Securities in Berwyn, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and owns a real estate renovation business, EC Renovations LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Paul Deimling is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with firms including Transamerica Financial Advisors and Megent Financial. He is also the owner of P. Deimling Consulting, Inc., a financial services business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

Michael Gustafson is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at institutions including BMO Bank, Huntington National Bank, and Charles Schwab. Outside of his advisory work, he serves as a board member for the Cosley Zoo Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies through a large network of investment adviser representatives.

Anthony Greco is a Financial Consultant at Fidelity Investments, where he partners with clients to help them work towards their financial goals. He emphasizes establishing trust and transparency, taking the time to understand each client's full situation before developing a comprehensive financial plan. Anthony utilizes his resources to provide clients with informed guidance. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management. Outside of his professional work, Anthony has personal interests in cooking and baking, fitness, and traveling.

Megan Sowinski is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Edelman Financial Engines and has previously worked at firms including Fidelity Investments, JP Morgan Chase Bank, LPL Financial, and Old National Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management focused on diversified model portfolios and long-term investment strategies.

Timothy Wielinga is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at CoAd and Group Management Services, among other roles spanning digital marketing, communications, polymers, and retail. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Deprosperis is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Outside of his advisory role, Deprosperis serves on the Western Springs Village Planning Commission and is a member of the Western Springs District 101 Board of Education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Brandon Sewers is a financial advisor with Morgan Stanley in Oak Brook, IL. He holds the Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Equitable Advisors LLC and has experience in educational and retail settings, including the University of Illinois at Urbana Champaign and Nothing Bundt Cakes. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its services through a combination of advisory and brokerage arrangements.

Najeba Orshan is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that integrates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Janet Marmo is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 66 designations and possessing 39 years of industry experience. She has worked with Merrill Lynch since 2007 and has been associated with Bank of America, N.A. since 2019. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Nelson is a financial advisor at Edward Jones in Lemont, IL, holding the CFP® and CFA® designations with 20 years of industry experience. He has been with Edward Jones since 2011, totaling 15 years at the firm. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Guadalupe Barrios is a financial advisor with Primerica Advisors in Cicero, IL, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Primerica Advisors since 1997 and has prior experience with PAV REALTORS and as a self-employed professional. Outside of her advisory role, she owns and manages two catering-related businesses in Chicago. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Eric Degnan is a financial advisor with LPL Financial in Westmont, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at One For The Kids, his own advisory practice, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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, holding Series 63 and Series 66 licenses and having 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley Dw Inc., and Citigroup Global Markets. He is based in Oak Brook, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

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.