Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he was involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

James Issel is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, Mr. Issel worked at Cetera Wealth Services, LLC for 13 years. Outside of his advisory role, he serves as an election judge in DuPage County and acts as an executor and trustee in family-related legal and trust matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through discretionary and non-discretionary programs, offering advisors access to affiliated and third-party investment managers.

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.

Catherine Gripper is a financial advisor with Equitable Advisors in Arlington Heights, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked for School District 25. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Manuel Madriz is a financial advisor at Merrill Lynch Wealth Management specializing in guiding high-net-worth individuals toward clarity and confidence in their financial lives. He focuses on helping clients define their goals and build tailored, disciplined strategies designed to achieve those objectives. Manuel employs a holistic approach to managing wealth, emphasizing the importance of understanding each client's priorities to develop customized financial plans. He holds FINRA Series 7 and Series 66 registrations and has earned the Certified Investment Management Analyst (CIMA) designation through the Investments & Wealth Institute in partnership with the University of Chicago. Manuel graduated magna cum laude with distinction from the University of Kansas, where he was awarded a Chick Evans Scholarship. Outside of his professional work, Manuel serves on the leadership council for the Evans Scholars Program. He resides in Lisle with his wife Morgan, their daughter Sofia, and their dog Bentley, and enjoys practicing Spanish, hiking, reading, and spending quality time with family and friends.

Randall Johnson is a financial advisor with Edward Jones in Gurnee, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Rupali Agarwal is a financial advisor at Primerica Advisors with five years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2021 and is also the owner of TJ Outlet LLC, an online e-commerce business selling bullion, household items, and electronics. Prior to her current roles, she was self-employed in 2020 and has longstanding ties with Primerica Financial Services since 2005. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Robert Baldridge is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, operating under a fiduciary standard.

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.

Sean Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc., Blue Oak Financial Services, and Waterstone Financial Group, Inc. He has maintained a long-term involvement with Blue Oak Financial Services since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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.

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.

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 at Edward Jones in Cary, IL, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and has served as Mentorship Chairman for AmSpirit Cary Grove Business Exchange, a local small business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a nationwide network of more than 23,000 financial advisors and managing over $1 trillion in assets.

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.

Joseph Vitale is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Before joining LPL Financial, he worked at Wintrust Bank and has employment experience outside of finance as a server at Mister 01. Joseph has also held positions at Arizona State University, Harper Community College, and Wheeling High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Laura Bochenek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Yung Moon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years and has been associated with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he engages in insurance brokerage related to fixed business from MetLife. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual, collaborative planning engagements.

Laura Beran is a Series 66–credentialed financial advisor with Edward Jones, based in Mt Prospect, Illinois. She has four years of industry experience, having worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across a range of net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,700 advisors.