Kevin Kurtis is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops structured financial strategies for individuals and businesses, focusing on family wealth management, legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Kevin leverages his knowledge and experience in financial services, banking, and investing to help clients build a platform to grow their assets and secure their financial future. Kevin holds a Bachelor's Degree and a Master's Degree from Northern Illinois University and holds the Personal Investment Advisor (PIA) designation. He works closely with clients to create personalized investment strategies tailored to their goals and provides access to banking and lending needs through Bank of America. Outside of his professional work, Kevin enjoys outdoor activities and several sports, including basketball, football, golfing, and softball. He lives in Woodridge with his wife, twin daughters, and their dog Lily.

Loc Nguyen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to this, he has worked at JPMorgan Chase Bank, NA starting in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Susan Leuver is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior roles include positions at Morgan Stanley and various Wells Fargo affiliates. Outside of her advisory work, she serves as an executor of her grandmother's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services tailored to clients with certain net-worth thresholds and combines advisory recommendations with other financial product offerings.

Brian Williams is a CFP®-certified financial advisor with Edward Jones, where he has worked for 24 years. He has 23 years of industry experience. Williams is also the owner of an LLC in Mokena, IL. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Zehnder is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In his role, he focuses on assisting clients with retirement planning to align their financial strategies with their personal goals and lifestyle preferences. Eric's approach centers on helping clients manage their investments so they can enjoy their retirement without financial concerns. His professional experience is dedicated to guiding clients through planning for their needs and wants during retirement. Outside of his professional work, Eric has interests that include biking, fitness, gardening, golf, and running.

Patricia Koney is a financial advisor at Ameriprise with 38 years of industry experience. She has been with Ameriprise and its affiliate since 1989 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by committees to deliver these non-discretionary recommendations in partnership with advisors like Koney.

Michelle Cooper Mcnally is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, First Midwest Bank, and Infinex Investments. Outside of her advisory work, she is involved in a movie and TV production company focused on reality TV show filming. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Marisa Gutierrez is a financial advisor with Edward Jones in Orland Park, IL, holding a Series 66 designation and eight years of industry experience. She has previously worked at Fidelity Investments, Northern Trust Securities, Merrill, and Chase Bank. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vanessa Poppie is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously at City National Bank from 2020 to 2025. Outside of finance, she was involved in the hospitality industry for six years with Gibsons Restaurant Group/Bacardi at the Park. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services, tailoring investment strategies to clients' risk profiles through a combination of in-house and third-party managers.

Joann Richard is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors since 2015 and was previously with ACES Illinois for 24 years. Richard is also an author, contributing a chapter titled "School is in the Home" to the 2022 publication "Encouraging Inspiring & Changing Lives, One Story at a Time." Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jude Nwaiwu is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 18 years and Citicorp Investment Services for 2 years. Nwaiwu also serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory solutions, including model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Matthew Michalik is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he has worked hourly for NBC Sports in Western Springs, Illinois. 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 programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Charles Quattrochi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Avantax and Raymond James Financial. Outside of advising, he is involved in accounting and tax preparation through P's & Q's Financial Corp. and serves as a board member, currently inactive, for the Global Medical Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and a variety of program structures.

Edward Murphy is a CFP® professional affiliated with LPL Financial, with 40 years of experience in the financial services industry. His prior roles include long tenures at David A. Noyes & Company and Noyes Advisors LLC. He is based in Orland Park, IL. 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 broad range of financial planning and investment management solutions, supported by advanced research tools and a large network of advisors.

Nanette Gutierrez is a financial advisor at Primerica Advisors in Munster, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Her outside activities include sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third-party asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Dwight Schwartz is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2015, including a period at Charles Schwab Bank. He also briefly worked at optionsXpress, Inc. in 2017. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options and combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Katherine O'Neill is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 1994, including service at both Raymond James & Associates, Inc. and Raymond James Financial Services Inc. She is also the CEO and president of O'Neill Family Wealth Management, Inc., a separate business entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and partnerships.

Linda Huculak is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LaSalle St Securities and Edward Jones. Outside of her advisory role, she is involved as a travel sales agent with World Travel Mart. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Darryl Lewis is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. for 37 years before joining LPL Financial in 2021. Lewis also operates a business entity, D.D.E. Partners, LLC, for tax and investment purposes. 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 variety of financial planning and portfolio management services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.