Sam Bournias is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position held since 2026. With over a decade of experience at Fidelity Investments, Sam has progressed through various roles including Financial Consultant, Investment Consultant, and Financial Representative since 2015. Sam focuses on building strong relationships to understand unique financial goals and needs, utilizing Fidelity's technology and comprehensive planning tools to create tailored financial plans. This approach underscores a commitment to understanding, honesty, and integrity in financial advising. Outside of professional responsibilities, Sam's personal interests include beach activities, cars, comedy, family activities, outdoor adventures, and traveling.

Bojan Rajkovic is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. His prior work history is exclusively with Edward Jones. Outside of his advisory role, he is an investor in manufacturing, agriculture, private equity, and real estate syndicates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, affiliated mutual funds, and trust services supported by a broad national network of financial advisors and branch offices.

Kelly Hacker is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wintrust Investments LLC, Charles Schwab, and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Chamberland is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering 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 firm-approved methodologies in its financial planning process.

Timothy O'Connor is a CFP® with 39 years of industry experience, currently advising at Ameriprise Financial Services, LLC. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is also president of Green Marble Partners Inc., where he manages the financial operations of his franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Spillane is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He also serves as an instructor at the University of Illinois Chicago and Oakton Community College, teaching basic investment classes outside of market hours. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored investment strategies.

Daniel Armstrong is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management, where he has served clients since 1987. He focuses his practice on family wealth management strategies, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Dan works closely with clients and their families to develop personalized financial strategies, drawing on his ability to translate complex financial matters into clear, actionable plans. He emphasizes a family service model and supports multiple generations, including families with special needs children. Dan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of South Dakota. As a Senior Portfolio Manager, he manages discretionary personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Dan enjoys boating, baseball, and cooking. He has competed over 20 times in the Chicago-to-Mackinac sailboat race on Lake Michigan. Dan and his wife reside in Lemont, Illinois, where they follow their teenage son’s travel baseball activities.

Uday Patel is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and six years of industry experience. He is also involved with Care for Soul Inc., where he performs home care duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Gerardo Silva is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in providing tailored financial plans to clients and their families, focusing on wealth growth, preservation, and distribution. Prior to his current role, Gerardo worked as a Financial Advisor at Edward Jones from 2018 to 2021. He collaborates with a team of professionals to support clients throughout their financial planning process. Outside of his professional work, Gerardo has personal interests that include the beach, cars, pets, soccer, and traveling.

Mitchell Rottier is a financial advisor at Raymond James Financial in Geneva, IL, holding a Series 66 designation with three years of industry experience. His career includes roles at Morton Private Wealth Strategies, Inc. and Raymond James Financial Services, Inc., as well as prior positions in education and business. Rottier assists clients and develops new relationships in his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among similar large institutional advisors.

Ashley Edgeworth is a financial advisor with Equitable Advisors in Oak Brook, IL. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to joining the firm, her background includes roles in retail and hospitality. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Margret Schrant is a CFP®-certified financial advisor with 31 years of industry experience. She has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory roles, she has been involved with Meadow Brook Farm for over 17 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

John Veirup is a financial advisor with Cetera in Lombard, IL, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, he serves as president of the Spanish Galleon Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform that includes access to affiliated and third-party managers as well as customized investment strategies.

Donald Butler is a financial advisor at Edward Jones in Geneva, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Northern Seminary, Harvest Bible Chapel, Bannockburn Church, and Butler Innovative Group. He serves on the Board of Trustees for the Village of Lily Lake, IL. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Aivilis Wibbeler is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Aivilis partners with clients to understand their financial goals and collaborates with them to build customized plans tailored to their unique situations. Clients benefit from Fidelity's trusted reputation, advanced technology, and cost-efficient investment platform. Aivilis is committed to developing long-lasting relationships with clients, focusing on aligning financial strategies with individual needs. Outside of work, Aivilis enjoys cooking and baking, as well as participating in family activities.

Karen Overcash is a CFP®-designated financial advisor with 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. Her prior roles include positions at PNC Wealth Management, Natcity Investments, Inc., and Invest Financial Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Scott Talbot is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2000. In this capacity, he partners with clients to develop customized wealth plans aimed at helping them achieve their financial goals and dreams. His work involves assisting clients in capitalizing on opportunities and protecting against financial risks. The biography does not provide details regarding his education, credentials, personal interests, or community involvement.

Shawn Viane is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes various roles at Fidelity and positions at University of Illinois, Paramount Staffing, Aneres Recruiting, and Jerry's Hockey. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

George Rizos is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Wayne Hummer Investments, J.P. Morgan Securities, and Chase Investment Services. Outside of advising, he has been involved with White Stone Development, LLC and SELF for over a decade. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive advisor tools and a varied financial services platform.

Jeffery Rozovics is a CFP® professional with 24 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and multiple entities within Cetera dating back to 2002. Outside of financial advising, he manages an accounting and tax firm, Rozovics Group LLP, and serves on the Des Plaines Fire Pension Board, in addition to coaching Brazilian Jiu Jitsu. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management options, including model portfolios, third-party managers, and customized strategies, operating with a large nationwide network of advisors.