Elizabeth Silverman Zurek is a financial advisor at Primerica Advisors with nine years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at Intellisource Inc. and Tukaiz. Outside of financial advising, she owns and operates businesses in large format printing and photography. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Todd Bracy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 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 investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Iscra is a Wealth Management Advisor with over 25 years of experience in the financial services industry. He began his career at The Northern Trust Company in Chicago in 1988 and later earned his MBA from the University of Chicago Booth School of Business. In 2007, Daniel joined Merrill Lynch Wealth Management, where he focuses on helping clients achieve their financial goals through personalized wealth management strategies. Daniel’s expertise includes financial forecasting, budgeting, investment analysis, and socially responsible investing. He works closely with business owners and multi-generational families to assist in creating, preserving, and transferring wealth. He also supports non-profit organizations and families interested in aligning their investments with their values. His approach to wealth management involves collaboration with specialists in retirement planning, life insurance, trust and estate planning, and banking solutions offered through Bank of America NA. Additionally, Daniel partners with clients' CPAs and attorneys to ensure financial decisions align with their broader tax and estate plans. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree from the University of Illinois System and a Master’s degree from the University of Chicago. Daniel resides in Crystal Lake with his wife and four sons and is actively involved in leadership roles within community organizations related to church, education, children’s activities, healthcare, and community development.

Wendy Corcoran is a financial advisor at Edward Jones with over 30 years of industry experience, including previous roles at Wintrust and First Community Bank. She holds a Series 66 designation and is based in Elgin, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Tripp Turchik is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill Edge/Merrill Lynch and has experience outside finance with Accurate Electric Service. He serves as a Commission Member on the Special Events Commission for the Village of Arlington Heights, assisting in the planning and coordination of seasonal events. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives, utilizing a range of advisory programs and third-party asset managers to meet client needs.

Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party investment managers.

Anthony Catalano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their retirement goals and circumstances. He focuses on helping clients make informed decisions by carefully considering potential benefits and risks of various investment strategies. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2019. Prior to this, he worked as a Private Bank Relationship Manager at US Bank from 2017 to 2019, and as a Private Client Relationship Manager at J.P. Morgan Chase from 2007 to 2017. Outside of his professional role, Anthony has interests in baseball, family activities, fitness, food, and traveling.

Sung Han is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Matt Zajchowski is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill Edge and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Pamela Miller is a financial advisor at Cetera with 10 years of industry experience. She holds Series 65 and Series 63 licenses and also owns Shabsin-Miller, Inc., an accounting and tax preparation business where she works as an enrolled agent providing accounting, tax planning, and payroll services. Pamela has been with Cetera since 2016 and has prior experience at Joel Shabsin and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.

Adam Gelbein is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at various firms including Avantax and currently serves as Fractional CFO for Dopple Labs, an AI-powered chatbot platform. Gelbein is also a partner at Jay Gelbein and Company, a certified public accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and investment options.

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Securities America Advisors and Securities America, Inc., and has operated Estate & Charitable Design Concepts Inc. since 2004. Davids serves as a volunteer mentor and non-profit board member for the Man Kind Project. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Alejandro Montero is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at BMO Harris, N.A., and Brightview Landscape Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated sub-advisers.

Edward Alvigi is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. Before joining Edward Jones in 2019, he worked for MQ Construction for 15 years. Outside of his advisory role, he plays guitar in a local band that performs occasionally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, supported by a large network of financial advisors and branch offices across the country.

Jonathan West is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. West serves on the Board of Directors for Twelve Traditions, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services alongside a broad range of advisory, brokerage, and insurance solutions.

Danny Hampton is a financial advisor with Edward Jones in Crystal Lake, IL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hampton owns a family farm in Enfield, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Elliot Meibach is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Lamberto Gatilao is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2009. Outside of his advisory role, he owns a BMW repair shop and works as a part-time Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.