Scott Dahl is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He offers specialized guidance in pre-retirement planning for successful individuals and small business owners aiming for a secure transition into retirement. Scott utilizes a defined process with each client to create personalized financial strategies that align with their unique circumstances, fostering long-term relationships. He assists clients with wealth planning, estate and income tax planning strategies, asset allocation, and customized portfolio management. Scott maintains regular meetings to ensure clients' financial plans remain consistent with their personal situations. Scott holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana University and is associated with The Exit Planning Institute. Residing in Inverness, Illinois, Scott lives with his wife, Jennifer, and their three children, Ethan, Trevor, and Jillian. He is involved with the Mothers' Milk Bank of the Western Great Lakes and enjoys spending time with his family, watching sports, and pursuing hobbies such as golfing.

Sean Poznicek is a financial advisor with Cetera Financial Specialists LLC, holding a Series 66 designation and nine years of industry experience. He has been with Cetera since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios and third-party managers.

Muneera Dawood is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Andrew Curry is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and over 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is involved as the sole proprietor of a publishing business and is a partner in Cachufa Games, a retail and online gaming store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Calib Donnell is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Natalie Barraza is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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, offering services on a non-discretionary basis.

Jack Reiff is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 advisors and 15,100 branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Suzann Schroeder is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. She has been with Merrill for 26 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Wedell is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Wedell serves as a golf coach for the Judson University golf team and acts as treasurer for the Conifer Cove Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, with capabilities spanning traditional and complex investment strategies.

Michael Olesen is a financial advisor with LPL Financial in Geneva, IL, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at Private Advisor Group, LLC and Advantage Investment Management LLC. Outside of advisory work, he has ownership interests in restaurant management and teaches occasionally. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources.

Dale Stern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over 21 years with Harris Investor Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alma Pajova is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wells Fargo Clearing and has previously worked at ORG Partners, Hightower Advisors, and Mariner Wealth Advisors. She also provides financial services consulting for Gerson Lehrman Group, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with a large network of advisors.

Steven Schwer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Perry Mason's Tax Service since 1993. Outside of his financial work, Schwer is a sports referee and serves on the board of a recreational soccer nonprofit. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

John Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes 15 years at both New England Schooner, Inc. and Royal Alliance Associates. He is also associated with BULLBUFF LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

James Morton is a financial advisor with Raymond James Financial Services Advisors Inc. in Geneva, IL, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with Raymond James since 2012 and also serves as President of Morton Private Wealth Strategies, Inc. Outside of his advisory roles, Morton is an insurance agent involved in Medicare Supplement applications. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities, with a range of tailored investment solutions and specialized programs for small businesses.

Debleena Chaudhuri is a Series 66-credentialed financial advisor with Merrill, based in Streamwood, IL, and has five years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at US Bank from 2018 to 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of financial products and services.

Matthew Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience. Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.

Clifford Cadle Jr. is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Advisors' Pride Inc. from 2015 to 2018. Outside of his advisory role, he is involved in a construction business, Aspiration LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jeffrey Bonsol is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

James Bushy is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Enterprise, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise, LLC provides services to a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products within an integrated platform.