Melanija Srdic is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2018. Prior to that, she was employed at Midtown Athletic Club and JPMorgan Chase Bank, N.A., and she also has experience at College of DuPage. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Robert Heitz is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has experience in various capacities within Fidelity, including Investment Consultant and Planning Consultant positions, demonstrating his involvement in multiple aspects of financial advising and client planning. Prior to joining Fidelity, he worked as a Financial Advisor Assistant at Heartland Investment USA from 2021 to 2023. Throughout his career, Robert has focused on guiding clients toward financial clarity and confidence by leveraging his knowledge and Fidelity's resources. He emphasizes building strong client relationships and fostering collaboration to help individuals and families make informed decisions, reduce financial stress, and work toward long-term prosperity. Outside of his professional work, Robert enjoys hiking, movies, museums, outdoor adventures, skiing, and table tennis.

Mohamad Husari is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Merrill Edge for nine years and has been affiliated with Nventechs LLC since 2017, where he coordinates custom mobile app and website development projects between clients in Kuwait and U.S. developers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach.

Tyler Moy serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on helping clients identify their priorities and develop strategies to pursue their financial goals. Tyler holds a Bachelor's Degree from the University of Illinois System. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Roshan Patel is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Primerica and Hatch Staffing, as well as an extended involvement with Dream Occasions from 2016 to 2024. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Justin Mcmorrow is a financial advisor with LPL Financial in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at BMO Harris Bank, PNC Bank, and JP Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies that incorporate discretionary and non-discretionary approaches.

Sheila Edelstein is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera since 2025. She previously spent over three decades with Avantax Advisory Services and related entities. Edelstein also owns and operates an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services with access to affiliated and third-party managers, managing over $256 billion in assets across multiple program structures.

Bryan Zic is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of advising, he is involved in web design and engages in real estate wholesaling. 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, emphasizing collaborative, annual planning relationships.

Julie Crotty is a Series 66 licensed financial advisor with LPL Financial, based in Westmont, IL, and has three years of industry experience. She previously worked at Ameriprise for ten years before joining LPL Financial. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Thomas Northey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Before joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for a decade. Outside of financial advising, he is an account manager at Crown Lift Trucks, a forklift sales and service company, and is the owner of TMNA Wilwin Corp, which operates as an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with a focus on both discretionary and non-discretionary investment solutions.

Andrew Jones is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Orland Park, IL. His prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and The Retirement Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and annual reviews, focusing on dependable income sources and tax-aware withdrawal strategies.

Shavonne Worthy currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on cultivating long-lasting connections with team members to ensure they provide effective guidance to clients, emphasizing trust as the foundation of a strong team and placing the client at the center of all activities. Her professional experience includes roles as Client Relationship Manager at Charles Schwab, Planning Consultant and Relationship Manager at Fidelity Investments, Financial Representative at Fidelity Investments, and Financial Relationship Advisor at Wells Fargo Advisors. These positions have contributed to her expertise in client relationship management and financial planning. Outside of her professional career, Shavonne enjoys activities such as attending concerts, spending time with family, fitness, social events with friends, music, and photography.

Jay Ferguson is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Raymond James Financial Services and Edward Jones. Ferguson also operates Ferguson Hill Wealth 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 network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Janice Brack is a financial advisor with Ameriprise in Palos Heights, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Wolf is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Long is Vice President and Private Wealth Management Advisor at Fidelity Investments. He is focused on providing a comprehensive approach to wealth planning that helps clients build, preserve, and transfer wealth across generations. He and his team use a systematic approach to defining client goals, developing strategies to achieve them, assisting with implementation, and managing change as objectives evolve. Mr. Long has over three decades of experience in wealth management and financial services. Prior to his current role at Fidelity Investments since 2012, he held positions including Vice President at J.P. Morgan Private Bank from 2011 to 2012, Senior Vice President of Strategy & Business Development at Calamos Investments from 2005 to 2011, Vice President roles at CIBC Private Wealth Management from 2000 to 2005, William Blair & Company from 1995 to 1998, and Prudential Asset Management Company from 1987 to 1995.

Robert Rutkowski is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Woodbury Financial Services from 2005 to 2024. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services across various programs, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Patrick Cisko is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at TD Ameritrade and TCF Bank and serves as a firefighter for the City of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Geoffrey Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and providing advisory services for 22 years. His prior experience includes roles at Rincker Investments LLC and Waddell & Reed, Inc. He has also operated as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning and investment management services delivered through a large network of investment adviser representatives.

Michael Kordas is a financial advisor with Cetera in Frankfort, IL, holding a Series 66 designation and 10 years of industry experience. He has been associated with Cetera and its related entities since 2020 and also owns Nestlehut Financial Services, LLC, which provides financial services. Additionally, he manages Kordas Holdings, LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes access to affiliated and unaffiliated third-party managers.