Dean Sutton is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Donald Huff is a financial advisor with Ameriprise in Evanston, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elliot Donahue is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 designations and six years of industry experience. His prior firms include Northern Trust and Rose International. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis.

Jared Tello is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he operates a YouTube channel documenting scuba diving. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies and model portfolios.

Troy Clemen is a Series 66-registered advisor with Cambridge Investment Research Advisors and has 12 years of industry experience. Prior to joining Cambridge in 2019, he worked at Sagepoint Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved in multiple business ventures including managing director positions at T2 Global Advisors and Bakmen Group Holdings, as well as providing consulting services with Starboard Partners Consulting. He also serves on the board of Klybourne Holdings and participates in community activities through Our Lady of Perpetual Help’s Dad’s Club. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm supports advisors with a variety of portfolio management platforms and proprietary and third-party strategies, along with institutional features such as advisor transition assistance and compliance infrastructure.

Keith Rolland is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with J.P. Morgan Securities in Winnetka, IL, having previously worked at Charles Schwab and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Anthony Tyree is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this position, he leads a team of financial professionals focused on delivering a customer experience centered around planning for clients' financial goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. Anthony has extensive experience in the financial services industry, having worked with TIAA from 2013 to 2020. During his time there, he held various positions including Wealth Management Advisor, Client Relationship Consultant, Senior Financial Consultant, and Financial Consultant. This progression reflects his broad expertise in wealth management and client relationship consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

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.

Joann Allison is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2016 and also has a long-standing role at The Mail Center since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Notaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Raul Morales is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2020. His prior experience includes roles at JP Morgan Chase and Boost Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individuals and institutions.

Uday Patel is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved with Care for Soul Inc., where he performs home care and light household duties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sabrina Lombardo is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm integrates structured planning tools and utilizes its Global Investment Committee’s resources to support client strategies.

Zoriy Reznikov is a Financial Consultant currently working at Fidelity Investments since 2014. He has accumulated over 25 years of experience in the financial services industry, holding various roles including Financial Representative and Investment Consultant at Fidelity, as well as positions at other firms such as Fifth Third Securities, Chase Investment Services Corp, Northern Trust Securities, and Merrill Lynch. Throughout his career, Reznikov has worked closely with clients and their families on a one-on-one basis, utilizing the Private Client Group and Premium model to develop, implement, and monitor long-term financial plans and investment strategies. His experience spans multiple facets of financial advising, trading, and portfolio management. Details regarding his educational background, credentials, personal interests, or community involvement were not provided.

Guillermo Camacho is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Wells Fargo. Outside of his advisory work, he is a partner in a real estate rental property business managed through Northshore Holdings LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Edwin Boyzo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to that, he worked at CashierLive for four years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Daniel Moy is a financial advisor with LPL Financial based in Glenview, IL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2015. Moy hosts a monthly coffee club where he discusses current market events and trends with clients and prospects. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies across a broad range of investment options.

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.