Dorothy Murdock is a financial advisor at Cetera with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services and New York Life Insurance Co. Outside of her advisory role, she is an owner of Selah Ridge Wealth and is active as an insurance agent selling fixed insurance and health insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Matthew Bappert is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Palatine, IL. His prior roles include positions at 1834 Investment Advisors Co. and Premier Asset Management LLC. He is also involved with BMO Bank in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Menges is a financial advisor at Ameriprise in Barrington, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Korpack, Merkle Korff Industries (a Nidec Company), Golfcritique.com, D&W Fine Pack, and Menges Roller Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to generate tailored retirement income recommendations.

Ronald Kapraun is a financial advisor with Cetera in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Raymond James & Associates and Martingale Investment Group. Outside of advisory work, he is a partner in Kapraun Family Farm, LLC, and serves as a teacher aid providing religious education at Resurrection Catholic Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build custom strategies.

Dionne Braggs is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of advisory work, she owns a business entity that manages her practice expenses and is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, written retirement recommendations delivered by a centralized consulting team.

Erika Hoffman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she assists clients in understanding their comprehensive financial situations and helps clarify their future financial goals. Erika's experience at Fidelity Investments spans several positions, including Central Relationship Manager (2024-2025), Life Events Consultant (2023-2024), and Financial Representative (2022-2023). Through these roles, she has developed expertise in financial planning and client relationship management. Outside of her professional work, Erika has interests in museums, puzzles, and reading.

Drew Cullum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2005 and is also the owner of Trew Benefits, Inc., where he has been involved since 1998. Additionally, he serves as a committee member of the Village of Libertyville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party investment strategies across various platform arrangements.

Rej Hoxha is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began in 2019 and includes experience as a Financial Advisor at Thrivent from 2021 to 2024, and as a Retirement Account Executive at Horace Mann Brokerage from 2019 to 2021. In his work, Rej focuses on developing and implementing wealth strategies to benefit clients and their families both currently and in the future. He leverages Fidelity's brand, technology, and financial planning resources, working alongside his team to provide approachable financial insights. Outside of his professional responsibilities, Rej has personal interests that include fitness, football, golf, caring for pets, and volunteering.

Steven Urosevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. He is based in Schaumburg, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

Ashley Childress is a financial advisor with UBS Financial Services, holding a Series 66 designation and with two years of industry experience. Prior to joining UBS, Ashley worked in various roles including coaching junior alpine ski racers at Wilmot Mountain, a seasonal position held since 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Jennifer Curtiss is a Series 66-licensed advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she serves as President of the Picnic Grove Homeowners' Association and is a member of the Board of Trustees for the Village of Fox River Grove. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Mark Lessert is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010. Outside of his advisory role, he is involved with NAPCO Inc., a manufacturing company in Naperville, Illinois, where he advises on manufacturing processes and coffee purchasing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and modeling techniques.

Blake Hafferkamp is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo since 2017, as well as at Northwestern Mutual from 2015 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Brianna Hook is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and previously worked at First Investments & Planning, First National Bank of Omaha, and Raymond James Financial Services. Brianna is part of The DDK Group within Baird’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, and other investment approaches.

Derek Wichman is a CFP® with 11 years of experience and has been with Edward Jones since 2015. He works out of the Palatine, IL office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Ashton Rudd-Washington is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager from 2021 to 2023. Prior to joining Fidelity, Ashton worked at JP Morgan Chase Bank from 2017 to 2020, where he served as Lead Teller Operation Specialist, Relationship Banker, and Private Client Banker. In his role as a Financial Consultant, Ashton focuses on helping clients accumulate wealth through tax-efficient investing while minimizing risk. He collaborates with clients to co-create financial plans that address important goals such as retirement and legacy planning, including generating income strategies for retirement. Outside of his professional work, Ashton has personal interests in cooking and baking, fitness, hiking, visiting museums, and traveling.

Mario Palacios is a financial advisor with Edward Jones in Arlington Heights, IL, holding the CFP® designation and Series 66 license. He has eight years of industry experience, including five years at Capital One prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million clients with a range of investment programs and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

David Olson is a financial advisor at Osaic with Series 63 and Series 65 credentials and two years of industry experience. His prior work history includes roles at JPMorgan Distribution Services and Northwestern Mutual, along with a period focused on full-time education. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing a range of asset-allocation tools and third-party solutions to manage portfolios.