Tommy Pirvu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill, Bank of America, and SS&C Tech Inc. He is based in Lake Forest, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative and qualitative research to support its recommendations.

Shetal Shah is a financial advisor with Ameriprise in Vernon Hills, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns Creative Contessa Inc., a business related to her Ameriprise activities. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Kevin Wales is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years before joining Equitable Advisors in 2024. Outside of his advisory role, he serves as president of the Chelsey Crossing Homeowner's Association, where he helps plan projects and runs board meetings. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives using a range of proprietary and third-party models and programs, including ERISA fiduciary services for qualified plans.

Blake Honda is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. His work history includes multiple roles at Ameriprise since 2019, as well as positions at the University of Louisville and Amazon. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides personalized recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Tara Stalesky is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, concurrently affiliated with Bank of America since 2018. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Donohoe is a CFP® professional with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Jill Rottman is a financial advisor at Morgan Stanley in Deerfield, IL, with 11 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial, Inc., The Meridian Group, and Ticket-To-Ride, Inc., along with prior positions at Morgan Stanley. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages substantial client assets and serves clients through both direct and corporate financial planning arrangements.

Susan Orr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with A. G. Edwards & Sons, Inc. Outside of her advisory work, she is a partial owner of a rental property with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm leverages research from Wells Fargo Investment Institute and third parties to support its investment approach and offers a broad range of brokerage and advisory solutions.

Jonathan Frydman is a financial advisor with Osaic Wealth based in Northbrook, IL, holding Series 63 and Series 65 credentials and with 36 years of industry experience. His prior positions include roles at Royal Alliance Associates and John Hancock Financial Network. He also operates a sole proprietorship involved in the sale of non-variable insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process that emphasizes model-based asset allocation and portfolio optimization across various managed account programs.

Edward Gordon is a financial advisor at Ameriprise Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Dw Inc. Since 2022, he has been with Ameriprise in Deerfield, IL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Elana Pollard is a financial advisor at Morgan Stanley in Deerfield, IL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its investment approach.

William Kotin is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and has prior experience at Cavan Capital in 2023, as well as roles associated with Indiana University and Loyola Academy. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Dana Palmer is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab and Co., Inc., Dana held positions at Fidelity Investments, Edward Jones, Bank of America NA, Merrill Lynch, and Wolters Kluwer. Dana is a Vestry Member at St. David's Episcopal Church in Glenview, IL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Heide Murray is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including New England Securities and MSI Financial Services. Outside of her advisory work, she is involved with Voice Automation Inc., a business owned by her spouse, where she performs administrative duties. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a relationship manager for The HDB Group. He works closely with retired physicians, business owners, and other high-net-worth clients to assist them in growing and preserving their wealth for future generations. He develops strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerances, emphasizing asset allocation and diversification. Matt began his career at Merrill Lynch in 1993 after completing the firm's financial advisor training program. He is a qualified Portfolio Manager capable of managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides traditional advice and guidance and can manage these strategies on a discretionary basis as part of the firm's Investment Advisory Program. Matt holds a bachelor's degree in finance from Bradley University and is a Personal Investment Advisor (PIA). He is involved in community organizations such as the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal in Barrington. Matt lives in Barrington with his wife, Crystal, and their three children. In his free time, he enjoys golfing, running, traveling, antiquing, camping, fishing, football, skiing, and running marathons.

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Gerardo Velasquez is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Milliman, Inc. for nine years. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Franklin Hilvers is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2005, progressing through various positions including Financial Consultant, Investment Consultant, Private Client Relationship Manager, Workplace Planning and Guidance Consultant, Retirement Solutions Representative, and Client Service Representative. Over his 21 years at Fidelity, he has worked with many clients to develop, implement, and maintain financial plans, focusing on retirement, income, and wealth planning. Franklin holds a California Insurance License, which supports his work in providing comprehensive financial advice. He emphasizes integrity in his advisory services and is committed to helping clients and their families work toward their financial goals. Outside of his professional life, Franklin enjoys baseball, concerts, football, family activities, and parenthood.

William Lavanne is a CFP® certificant affiliated with Cetera who has 40 years of industry experience. He currently serves at Cetera and its related entities, including James Hamlin Financial Services, LLC and JHFS Management Corporation, where he holds ownership and management roles. Outside of his advisory work, Lavanne is a licensed insurance agent authorized to offer fixed, life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, corporate, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and retirement services with multiple program structures and access to both affiliated and unaffiliated third-party managers.

Stephanie Barnett is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. since 2015. Barnett is based in Libertyville, IL. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to support goal analysis and recommendations.