Sunita Malhotra is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Robert Bauer is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2021. His prior experience includes roles at EMRJ, LLC, Regal Holdings, Palatine Chamber of Commerce, and Waddell & Reed, Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Manuel Ortiz is a financial advisor with LPL Financial based in Plainfield, IL, holding Series 65 and Series 63 credentials and having 13 years of industry experience. His career includes roles at BMO Harris Bank, U.S. Bank, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of his advisory work, he owns and operates Manuel Ortiz Real Estate. 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 through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Sean Bradshaw is a CFP®-certified financial advisor with Edward Jones, based in Naperville, IL, and has 26 years of industry experience. He has worked with Edward Jones since 2008. Outside of his advisory role, he is a property owner involved in self-rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Colin Gleason is a financial advisor at Edward Jones with over 14 years of industry experience, including a lengthy tenure at Northern Trust. He holds a Series 66 designation and is based in St. Charles, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Suzanne Florez Bonville is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. She has three years of industry experience and has worked at Thrivent Financial and related entities since 2022, with prior experience at Donohue Brown Mathewson & Smyth, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority.

Jordan Hennings is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. His previous roles include positions at Wintrust Financial, CUSD 200 Wheaton Warrenville South High School, and Firmatek LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Timothy Caulfield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Mesirow Financial, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including mutual funds, ETFs, and fund-of-funds.

Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Laura Toms is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wells Fargo Advisors, joining in 2023, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, she has ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning solutions supported by proprietary research and tools, with planning engagements typically structured as discrete projects.

Charles Douglas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he also serves as president of Microtax, a tax preparation and accounting business he has operated since 1994. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, providing a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Erik Ford is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Merrill, LPL Financial, and 1st Global firms. He serves as a trustee and board member for the Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages assets across multiple platforms and custodians.

Jennifer Mcadams is a Series 66-registered advisor at Thrivent Investment Management with 11 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning engagements separate from managed-account services, with an emphasis on periodic reviews and client-driven implementation.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

Jacob Owens is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for six years. Owens has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority.

Elizabeth Vella is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Calib Donnell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 registrations and has 12 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

William Laheta is a financial advisor with Ameriprise in Clarendon Hills, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. He is also the owner of Tuttle Group LLC, a business transitioning from the Ameriprise P1 platform to P2. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Natalie Barraza is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Michael Olesen is a financial advisor with LPL Financial in Geneva, Illinois, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at Private Advisor Group, LLC, and Advantage Investment Management LLC. Outside of his advisory role, he is involved in restaurant management and owns related business enterprises, and he also engages in teaching activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by extensive resources and technology tools.