Richard Powell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kimberly Muzquiz is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Old National Bank, First Midwest Bank, Fiducial Investment Advisors, Inc., and LaSalle Financial Services, Inc. Outside of her advisory work, she is involved with Young Living Essential Oils. 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 range of financial planning and asset management services, utilizing both proprietary and third-party strategies across various platforms.

Crystal Bilderback is a Team Financial Advisor – Business Development I at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, philanthropic planning, small business strategies, special needs planning strategies, women and wealth, and tax minimization. With over 18 years of experience in healthcare leadership, Crystal brings a unique perspective to financial advising, emphasizing advocacy, trust, and clear communication. Prior to joining Merrill, she worked in clinical and operational management, skills she applies to helping families and businesses achieve their financial objectives and plan confidently for future generations. She holds a Personal Investment Advisor (PIA) designation and a Bachelor of Science degree from Purdue University. Outside of her professional role, Crystal enjoys boating, camping, cooking, hiking, music, reading, and traveling with her husband and two daughters. She also spends time caring for their pets and backyard flock.

David Sesterhenn is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, with prior roles at Cole Parmer and Polyair Corporation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Thompson is a financial advisor with Morgan Stanley in Tinley Park, IL, holding Series 63, 65, and 66 designations and 26 years of industry experience. His career includes roles at Northern Trust Bank, E*TRADE Securities LLC, and a brief period at Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Amanda Nagel is a financial advisor at Merrill in Merrillville, IN, with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Allison Mulder is a CFP®-certified financial advisor with Ameriprise, based in Hebron, Indiana, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, Mulder serves on the boards of Crown Point Christian School and the Bethel Church Campaign Steering Committee and is a co-owner of a real estate business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Dan Shaner is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 1985 and MassMutual Life Insurance Company since 1981. In addition to his advisory role, he is active as an insurance agent, focusing on life insurance, fixed annuities, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Elizabeth Bakker is a financial advisor at Edward Jones with five years of industry experience. She holds the CFP® certification and Series 66 license. Prior to joining Edward Jones in 2021, she worked at IEP Therapy and Franciscan Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Paul Walker is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2025 to 2026. His professional experience also includes working as a Financial Solutions Advisor at Merrill Lynch between 2024 and 2025, and as a Loan Structure Specialist at Bank of America from 2018 to 2025. In his career, Paul has focused on providing financial guidance and solutions to individuals and families to help them work toward their most impactful goals. Outside of his professional work, he has interests in art, board games, family activities, fitness, painting, and photography.

Carlos Bedolla is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, Apple, Beacon Funding, and DePaul University. Outside of his advisory work, he sells items on eBay. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Daniel Jakuta is a financial advisor with RBC Capital Markets, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience and has previously worked at City National Bank, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

Mary Vereb is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. She is also involved in providing notary services through the National Notary Association during securities trading hours. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Clifford Rice is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with LPL Financial since 2018 and was previously with SII Investments, Inc. from 2012 to 2018. Rice is also an attorney and principal of Rice & Rice, a legal firm specializing in estate and family financial planning, and he is a business owner and director of both W Kendall & Sons Inc. and Mayfield Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by proprietary research and technology tools, and oversees significant discretionary assets nationwide.

Cynthia Vavrik is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit organization Something For Kelly, which focuses on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

David Smith is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes 17 years at UBS Financial Services. Outside of his advisory role, he manages real estate investments as a partner and manager of rental property LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by tools such as Monte Carlo simulations and secular return estimates.

Jason Urbaniak is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 16 years. Urbaniak is a partner at JU-MR LLC, a real estate management entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

Mathew Puthenveetil is a financial advisor at Wells Fargo Clearing with one year of industry experience and a Series 66 designation. Prior to joining Wells Fargo, he worked at Glenwood Dental Care P.C. and held positions at Benedictine University, Community Hospital, and the University of South Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Howard Holmes is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2019, alongside a longer tenure at Jpmorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he is a partial owner of J & J, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic due diligence and may include ESG criteria, with implementation supported by affiliated investment-management entities.