Laura Beran is a Series 66–credentialed financial advisor with Edward Jones, based in Mt Prospect, Illinois. She has four years of industry experience, having worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across a range of net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,700 advisors.

Joseph Ricciardi is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at Securities America Advisors and Securities America Inc. In addition to his advisory role, Ricciardi has worked as a pilot for United Airlines since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Christ Cordogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as roles at PeopleKeep, Acosta Sales and Marketing, and Freedom Home Care. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via 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, maintaining oversight through independent due diligence and ongoing disclosure.

Domenico Ernandez is a CFP® and holds a Series 66 license with 26 years of experience in the financial industry. He has been associated with Raymond James Financial since 2009 and also co-owns Heritage Partners, Inc. Outside of his advisory roles, Ernandez is involved in real estate through ownership and partnership positions in multiple equity groups focused on property acquisition and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He is also involved with Genesis Wealth LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios from multiple sources.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

Adele Toussaint is a CFP® professional with 27 years of experience in the financial industry. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by research and various portfolio strategies.

Maria Niehus is a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2018 and assumed her current role in 2026. She has over two decades of experience in the financial services industry, focusing on developing financial plans tailored to clients' changing circumstances, risk tolerance, and wealth objectives. Her career includes roles at Fidelity Investments and Northern Trust Company, with progressive responsibilities from Financial Representative Assistant to Financial Advisor and Wealth Strategist. Throughout her tenure, Maria has collaborated with clients to leverage Fidelity's resources, emphasizing personalized financial planning. Outside of her professional work, Maria's interests include attending concerts, hiking, engaging in outdoor adventures, practicing Pilates and yoga, and solving puzzles.

Jennifer Johnson is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisor Networks and Bergeland & Hubbard. Johnson serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors, reflecting involvement beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Robert Bettermann is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at OSAIC, Securities America, Inc., St. Bernard Financial Service, Inc., and Brooklight Place Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Robert Olesen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2018, he worked for James T. Borello & Co. for 17 years. He is also the owner of Olesen Tax Strategies, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its recommendations with analytical tools and risk profiling.

Ewa Hassa is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Merrill since 2016 and briefly at Wells Fargo Advisors, LLC in 2016. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Alan Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include tenures at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory services with brokerage and insurance products.

Tommy Pirvu is a financial advisor with J.P. Morgan Securities in Lake Forest, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill, Bank of America, and SS&C Tech Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Shetal Shah is a financial advisor with Ameriprise in Vernon Hills, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns Creative Contessa Inc., a business related to her Ameriprise activities. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Kevin Wales is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, he serves as president of the Chelsey Crossing Homeowner's Association, where he helps plan projects and runs board meetings. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Tara Stalesky is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, concurrently affiliated with Bank of America since 2018. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Dallas is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Ivan Feliciano is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is also a musician who creates music for streaming platforms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.