Kimberly Smith is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools and a structured planning process.

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.

Khadia Michel is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Prior to that, she was involved with Come and Go Real Estate and Ayimed International. Her outside business activities include managing an advisory business for Valentine Britt LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that focuses on dependable income and tax-aware withdrawal strategies.

William Muehlhauser II is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets through a network of over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

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.

Colin Powers is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Equitable Advisors, he has worked at firms including HR Block, MML Investors Services, and Northwestern Mutual. Outside of finance, he serves as a director for the Yorkville Education Foundation and works as a tax preparer and bartender in his community. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of third-party investment programs and offers ERISA fiduciary services through credentialed advisors.

Dylan Webb is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies aligned with their priorities and Fidelity's investment philosophy. His role focuses on understanding client goals and providing support during important financial decisions. Dylan's experience at Fidelity Investments includes positions as Financial Consultant since 2026, Investment Consultant from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to that, he held roles at JPMorgan Chase Bank as a Relationship Banker and Associate Banker between 2020 and 2023. Outside of his professional work, Dylan has interests in bowling, cars, football, social events with friends, golf, and pets.

Anna Lisa Bonichi is a Wealth Management Senior Relationship Manager at Fidelity Investments Private Wealth Management. In her role, she partners with clients to address complex service needs and comprehensive planning, acting as a primary point of contact. She is supported by a team of Regional Planning Consultants aiming to facilitate efficient collaboration with Fidelity. Her professional experience spans various roles in the financial services industry. Prior to her current position, she worked as a Planning Consultant and Financial Consultant at Fidelity Investments. She has also held roles as an Internal Client Advisor at JPMorgan Asset Management, a Financial Advisor at Morgan Stanley, Vice President of Institutional Equity Sales at Bank of America Merrill Lynch, and Registered Client Associate at Merrill Lynch Wealth Management. Anna Lisa's personal interests include fitness, food, golf, parenthood, traveling, and volunteering.

Robert Buoy is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Horizon Wealth Management for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Elizabeth Bruhn is a financial advisor with Edward Jones in Oakbrook Terrace, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Shweta Jain is a Financial Advisor at Merrill Lynch Wealth Management, where she assists clients in achieving their financial goals through personalized and holistic retirement and investment planning. She works with professionals, business owners, and families to develop strategies that integrate various financial aspects into a cohesive plan aligned with their long-term objectives. Jain offers guidance in areas such as college education planning, family wealth management, retirement income, tax minimization, and small business strategies. Jain holds a Bachelor's degree from The School of the Art Institute of Chicago and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a member of the Executives' Club Of Chicago. In addition to her professional role, Jain is involved in various community activities such as supporting special children's charities, participating in marathon events with Achilles International, and volunteering with organizations like the Greater Chicago Food Depository and the Susan G Komen Breast Cancer Foundation. She enjoys cooking, dancing, golfing, painting, photography, pottery, woodworking, traveling, spending time with her family, and watching movies.

Henry Adams is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, Charles Schwab & Co., Inc., and North Slope Capital Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Christofer Liljestrand is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

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.

Thomas Klupchak Jr. is a Series 66 licensed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has one year of industry experience, including roles at Temperature Equipment Corporation and involvement with Infant Jesus of Prague. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering a range of investment options and ERISA fiduciary services.

Kurt Steib is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 65 and Series 63 designations and has been with Edward Jones since 2019, following four years as a self-employed advisor. Steib serves as a board member for The Columbian Condominium Association in Chicago. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Sarah Palomares is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework.

Donald Kent is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with Axa Advisors. Outside of his advisory role, he owns and operates Tall Corn Alpacas, LLC, a farm business involved in raising animals for fleece production. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes risk assessment and client-specific program matching, utilizing both third-party asset managers and proprietary advisory models.

Vanessa Poppie is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously at City National Bank from 2020 to 2025. Outside of finance, she was involved in the hospitality industry for six years with Gibsons Restaurant Group/Bacardi at the Park. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services, tailoring investment strategies to clients' risk profiles through a combination of in-house and third-party managers.