William Taratsas is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2022. His prior experience includes roles at Cetera and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gina Ribota is a financial advisor at Edward Jones in Crown Point, Indiana, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Centier Bank for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Alexander Koleff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving families by helping them preserve, grow, and pass on their wealth, working closely with clients who have developed successful careers or businesses and seek to establish a lasting legacy. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Alexander holds a Personal Investment Advisor (PIA) designation. He earned a Master's Degree from Indiana University and a Bachelor's Degree from Wilmington College. Outside of his professional role, Alexander enjoys golfing, spending time with his family, and playing table tennis.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Thomas Oconnor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years at Prudential Equity Group, LLC. 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 a range of brokerage and advisory solutions supported by research and analytics.

Justin Foley is a Series 66-registered financial advisor with LPL Financial, based in Hammond, IN, and has 10 years of industry experience. He previously worked at First Midwest Bank and currently holds a wealth advisor role at Old National Bank. 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 range of investment solutions including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Nikolaos Pitsas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Fifth Third Securities, and A.G. Edwards & Sons. Outside of his advisory work, he serves as a power of attorney for family members on investment-related matters. 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 uses research and analytics to support a diversified investment approach and offers a range of brokerage and advisory solutions.

Kathleen Cimonetti is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Fidelity Investments. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Brad Marker is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior roles at Raymond James Financial Services, GFI Wealth Partners, and Northwestern Mutual Investment Services. Outside of finance, he is involved with the Crown Point Bulldog Hockey Club Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG criteria and derivative capabilities.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

Steven Smead 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 2012. Outside of his advisory role, he is a PGA Golf Professional and provides golf instruction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Paul Shook is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2001. As a qualified Portfolio Manager, Paul provides traditional financial advice and guidance, as well as the discretionary management of customized investment strategies. These strategies may include individual stocks and bonds, model portfolios, and third-party investment options. He focuses on wealth management strategies tailored for business owners, professionals, and high net worth clients. Paul’s areas of expertise include retirement planning, education planning, equity and fixed income selection, portfolio management, tax minimization, and retirement income strategies. His approach involves a consultative and objective process to develop personalized plans suited to each client’s long-term financial goals, with an emphasis on managing risk throughout the implementation and monitoring phases. He utilizes the resources and research support available from Merrill Lynch to offer comprehensive services such as estate planning, liability management, and wealth management. Paul holds a bachelor’s degree in Music Engineering from the University of Miami, earned in 1982. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional role, Paul enjoys gardening, hiking, music, and running.

Brock Naaman is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. His prior work includes roles outside of finance in the restaurant and service industries. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Cotter is a financial professional with 26 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2023, with prior roles at Woodbury Financial Services and Farmers Financial Solutions. In addition to his financial advisory work, Cotter serves as a fire engineer and emergency medical technician with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services.

Brett Spears is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include work with the Heels4Life NIL Collective and various athletic and academic programs at UNC Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.