Jacob Lewandowski is a financial advisor with LPL Financial based in Huntley, Illinois. He holds the Series 66 designation and has four years of industry experience, including roles at BMO Harris Bank and Packback Inc. His background also includes positions in education and race management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Cagadas is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns PMM Partners Inc, a business managing practice operations, and serves on the board of the Ascension Illinois Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tamara Fuhrman is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of financial advising, she has served as a cantor for United Lutheran Church since 2016. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers a limited number of discretionary separately managed account options.

Aonan Wang is a financial advisor with LPL Financial located in Carol Stream, IL. He holds the CFP® designation along with Series 65 and Series 63 licenses. Wang's career includes roles at BMO Bank, Royal Bank of Canada, HSBC Bank (Canada), and the Industrial and Commercial Bank of China (Canada), totaling several years of experience in the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment approaches, including model portfolios and third-party asset management, and operates with a large network of advisors managing substantial discretionary assets.

Paul Pavelski is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Landolt Securities, Inc. from 2005 to 2024 before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kolleen Zbilski is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 in its financial planning process.

Marcin Kapral is a financial advisor with Ameriprise in Bloomingdale, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Kapral serves on the boards of the Bloomingdale School District 13 Board of Education and the North DuPage Special Education Cooperative Governing Board. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Dylan Ridle is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Morgan Stanley Smith Barney LLC for one year. His background also includes four years at the University of Nebraska - Lincoln and employment at Royal Fox Country Club. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, LLC. 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 strategies and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.

Richard Scheflow is a Certified Financial Planner (CFP®) with 13 years of experience at Edward Jones, where he has worked since 2013. He is based in Schaumburg, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Bonnie Weckler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Advisors and Vanguard Dealer Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melissa Erath is a financial advisor with Merrill in Deer Park, Illinois, holding the Series 66 designation and possessing 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1990. Outside of her advisory role, she serves as a board member for Trinity Lutheran Church in Huntley, Illinois, where she assists in establishing financial guidelines and policies. 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, offering a mix of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Deluca is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Marie Wurtel is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera and its related entities since 2007 and was previously associated with Eric Wurtel & Associates, Inc. from 1993 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party managers.

Robert Winters is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Cetera since 1999 and is the managing member of Winters LLC, a CPA firm specializing in tax, audit, and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Zenichiro Isoda is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning strategies, working closely with clients to establish long-term financial goals and advising on wealth accumulation, preservation, and transfers. His approach includes portfolio development, liability management, tax minimization, and asset preservation, with a particular focus on ensuring a lifetime retirement income stream. Zenichiro also provides strategies for cash management, credit, and lending through Bank of America, N.A. He conducts regular reviews with clients to track progress and adjust strategies as life circumstances change. Zenichiro began his career in the financial services industry in 1985. He holds a Bachelor's Degree from Nihon University, a Master's Degree from the University of Chicago Booth School of Business, and a Master's Degree from Southern Illinois University. He joined Merrill in 1999 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of professional organizations such as the Chicago Japanese Club (CJC) and the Japanese Chamber of Commerce and Industry of Chicago (JCCC). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Zenichiro's personal interests include baseball, cooking, football, gardening, golfing, music, spending time with family, tennis, traveling, and watching movies.

Kevin Jordan is a CFP® professional affiliated with Edward Jones in Bloomingdale, IL, with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of advisors and branches.

Kevin Moore is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at CETERA Advisor Networks LLC from 2013 to 2018 and operated his own advisory business starting in 2010. Outside of advising, he owns a technology support and information processing business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

David Field is a financial advisor with UBS Financial Services holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Painewebber Incorporated since 1998, which is part of his extensive tenure in the financial sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets and lending solutions.