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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Susan Leuver is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo Advisors and Morgan Stanley in various capacities since 2013. Outside of her advisory role, she serves as the executor of her grandmother’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

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.

Stephanie Bailey is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Bank NA, BMO Harris Bank, and PNC Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies.

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.

Stephen Clough is currently the Branch Leader at the Orland Park Investor Center with Fidelity Investments, a role he has held since 2021. In this position, he supports the financial professionals who assist clients with their financial needs. His professional experience is focused on leadership within the financial services sector. Stephen's personal interests include baseball, comedy, and traveling.

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 who holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has previously worked at City National Bank and Wells Fargo Advisors, LLC. Outside of her advisory role, she has experience in the hospitality sector, having worked at Chisox Bar & Grill, and is involved in managing personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, with offerings that include alternative investments and tax-management options.

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.

Joseph Cerullo Jr. is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for nine years at Allegiant Commodity Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Arthur Karman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC during the same period. Karman operates a separate business under the name KARMAN & ASSOCIATES. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage services.

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.

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 with 40 years of industry experience, currently serving at LPL Financial since 2023. He previously worked at Noyes Advisors LLC for eight years and at David A. Noyes & Company for 29 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining proprietary research, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Nanette Gutierrez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.