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.

Ashley Zulauf is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she worked at Indiana University and operated Zulauf Financial Services. She also has experience as a middle and high school educator. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by operational and research tools.

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.

Sumeet Gupta is a financial advisor with Primerica Advisors in Long Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 2003, respectively. Outside of his advisory role, he is a partner in We Change Lives LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel Raupp is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley, spanning from 2007 to 2019, prior to joining Stifel in 2019. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking assumptions and probabilistic modeling to guide asset allocation and financial planning.

Daniel O Connell IV is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2018, following 11 years at JP Morgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative screening and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

William Meyer is a financial advisor with LPL Financial in Itasca, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Banc of America Investment Services and LaSalle Financial Services. Meyer is involved in a family business entity created for joint office expenses. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and strategies across a broad client base.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Roland Czerniawski is a financial advisor at Edward Jones with six years of industry experience. He previously worked at UBS Asset Management for three years before joining Edward Jones in 2019. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Amber Hubbard is a financial advisor with Robert Baird & Co. in Elgin, IL, holding Series 66 and Series 63 licenses and 10 years of industry experience. Her prior roles include positions at Edward Jones, Tighe Kress & Orr PC, and St. Meyer & Hubbard. She is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a wide range of services including financial planning, portfolio management, and custody and brokerage services, relying on internal research and manager oversight to support its advisory approach.

Jason Allen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Jackson National Asset Management and Morgan Stanley Smith Barney LLC. Outside of finance, he was involved with Headlands Tech Organization, LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Lindsay Nommensen is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has held roles at Thrivent since 2021 and MWA Financial Services since 2018. Lindsay's background also includes work in educational settings and roles at nonprofit organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning across multiple topics, allowing clients to combine planning with managed accounts while keeping services distinct.

James Pontious is a financial advisor at Fidelity with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes eight years at TIAA and TIAA-CREF. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies.

Charles Massey is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2015. Prior to this role, he accumulated experience at several financial institutions, including serving as a Financial Consultant at E*Trade Financial from 2011 to 2015, a Financial Advisor at JP Morgan Chase from 2010 to 2011, a Branch Manager at JP Morgan Chase from 2007 to 2010, and an Investment Representative at Edward Jones Investments from 2003 to 2004. He has years of experience counseling high net worth investors on retirement planning and investment decisions. Charles focuses on understanding his clients' priorities to build and implement customized financial plans tailored to their individual situations. Outside of his professional work, Charles has interests in comedy, concerts, cooking and baking, traveling, writing, and yoga.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.