Marvin Somlo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the investment industry. He focuses on helping families navigate financial planning tailored to their unique goals and needs, including college education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Marvin holds an MBA from Loyola University Chicago and a Bachelor's Degree from Vanderbilt University. He maintains several professional designations and registrations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and FINRA Series 6, 7, SIE, 63, and 65 registrations, along with Life and Health licenses. He takes a client-centric approach by getting to know his clients and understanding their priorities to develop personalized strategies. Marvin integrates experience with ongoing advice and guidance as clients' needs evolve. Outside of his professional role, he enjoys pickleball, tennis, traveling, and spending time with his family.

Rita Maliekal is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. In addition to investment advisory activities, 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-driven and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Kelly Kepka is a Planning Consultant at Fidelity Investments, where she focuses on helping clients develop personalized financial plans that align with their goals. She emphasizes clear communication and education to support clients in making informed decisions. Her professional experience includes roles as a Relationship Manager at Fidelity Investments, Licensed Investment Professional at JP Morgan Chase, Financial Professional at Equitable Advisors, Financial Representative at Fidelity Investments, and Associate Banker at JP Morgan Chase. This diverse background has provided her with comprehensive knowledge of financial planning and client relationship management. Outside of her professional work, Kelly has interests in cooking and baking, fitness, kayaking, music, pets, and traveling.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill Lynch, Charles Schwab, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Zachary Powell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Community Unit School District 200 and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds-of-funds and model portfolios.

David Johnson is a CFP® professional with 31 years of experience in the financial services industry. He currently works at LPL Financial and has a background that includes nearly two decades at Wayne Hummer Investments, as well as experience at Chase Investment Services Corp. and Banc One Securities Corporation. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Susan Huizinga is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and ten years of industry experience. She has worked at various firms including Avantax Investment Services and Rozovics Wealth Management, where she is also a partner. Outside of advisory work, she serves as treasurer of the BTB Foundation, a nonprofit organization raising funds to support individuals fighting cancer. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple investment program structures and affiliated third-party managers.

Eric Schneider is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise offers retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Paul Schifferer is a financial advisor with Edward Jones in Cary, Illinois, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and has concurrently been involved with Next Door, Inc. since 2009. Outside of his advisory role, Schifferer serves as Mentorship Chairman and board member for AmSpirit Cary Grove Business Exchange, assisting visitors in joining this small business networking group. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including a range of households and organizations. The firm offers diversified investment strategies, a large network of advisors and branches, and maintains affiliated financial services such as a trust company and proprietary mutual funds.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Charles Stuck is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Laura Bochenek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program uses a combination of quantitative and qualitative research to support recommendations and incorporates ESG considerations in eligible strategies.

Nancy Morales Calara is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, she held positions including Relationship Manager and Transition Services Specialist at Fidelity Investments, as well as various roles at Merrill and Banker's Life and Casualty Co. Her career demonstrates a progressive experience in financial services and client relationship management. Nancy emphasizes the importance of listening and building trust in financial planning. She approaches financial discussions with a focus on understanding each client's unique circumstances, whether addressing retirement, investments, or unforeseen financial events. Her professional philosophy centers on providing clarity and support as clients navigate their financial situations. Outside of her professional work, Nancy has interests in art, badminton, cars, food, social events, and traveling.

Joseph Ricciardi is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked with Securities America Advisors and Securities America Inc. He is also employed as a pilot with United Airlines, a position he has held since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to third-party asset management.

Edward Daly is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 65 and Series 63 licenses and five years of industry experience. He has previously worked with BMO Harris Financial Advisors and BMO Harris Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Domenico Ernandez is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked at Merrill from 1999 to 2003. Ernandez is also a co-owner of Heritage Partners, Inc. Outside of his advisory role, he is involved in real estate activities through ownership and partnership in entities that focus on purchasing and renting properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, along with specialized advisory programs.

Casey Callahan is a financial advisor with OSAIC Wealth, Inc. based in Crystal Lake, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining OSAIC in 2023, he worked at several firms including SagePoint Financial, OneAmerica Securities, and Northwestern Mutual. He is also the owner of Callahan Financial Strategies, providing financial planning, retirement planning, and investment management services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of experience in the industry. His prior experience includes 14 years at J.P. Morgan Securities and 23 years at JPMorgan Chase Bank, N.A., as well as two years at Ameriprise. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.