Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Steven Hefter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he serves as president and treasurer of the Steve Hefter & Janice Hefter Family Foundation, where he spends time reviewing and identifying giving opportunities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients meeting certain net-worth criteria.

Blair Chozen is a Vice President Financial Consultant at Fidelity Investments, a role held since 2023. Blair has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, High Opportunity Financial Representative, and Tax Exempt Customer Service Associate. Blair is a Certified Financial Planner (CFP) Practitioner with a focus on wealth planning. Blair emphasizes listening and asking pertinent questions to understand clients' needs and uses Fidelity's resources to help clients explore financial strategies tailored to their circumstances and potential consequences. This approach aims to educate clients and empower them to make informed financial decisions. Outside of professional commitments, Blair has personal interests that include art, food, football, gardening, music, and pets.

Ryszard Szyndlar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at AMR Industries and PFS Investments Inc., alongside his ongoing work with Primerica Financial Services since 1996. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating portfolio management and trading to BNY Mellon Advisors.

Aneta Ivanova is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Outside of her financial career, she works as a group fitness instructor teaching dance at Lifetime Fitness Algonquin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Temple is a financial advisor at UBS Financial Services in Northbrook, IL, with 39 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages portfolios with both discretionary and non-discretionary approaches.

Keeley Brogan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. Her career includes extensive tenure at JPMorgan Securities and J.P. Morgan Chase Bank, spanning from 2007 to the present, with additional experience at Fernwood Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative analysis to build model asset allocations, including ESG considerations.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Bradley Lazar is a financial advisor with Equitable Advisors in Deerfield, IL, holding the CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Outside of his advisory role, Lazar serves as president of his local homeowners association board, mentors students through Delta Sigma Pi at the University of Iowa, and teaches undergraduate business courses as an adjunct professor at Carthage College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement many investment models.

Marc Schock is a financial advisor with LPL Financial in Barrington, Illinois, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2021 and has prior experience at BMO Harris Financial Advisors, Inc. and BMO Harris Bank NA dating back to 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Charles Kilborn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as an advisor and primary point of contact for families and individuals, working closely with clients to ensure their financial needs are addressed. His responsibilities include developing individualized financial plans, researching equity and fixed-income managers, and tracking portfolio performance. Charlie earned his Bachelor’s degree from Trinity College in Hartford, Connecticut, graduating cum laude. He was a four-year member and senior captain of the men's tennis team during his time there. He also completed Northwestern University’s certification program in Financial Planning and holds the CERTIFIED FINANCIAL PLANNER4 designation granted by the Certified Financial Planner Board of Standards, Inc. Outside of work, Charlie volunteers with Care for Friends by serving meals to those in need. He enjoys racquet sports, including paddle, tennis, and pickleball, and spends time with his family.

Scott Dahl is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He offers specialized guidance in pre-retirement planning for successful individuals and small business owners aiming for a secure transition into retirement. Scott utilizes a defined process with each client to create personalized financial strategies that align with their unique circumstances, fostering long-term relationships. He assists clients with wealth planning, estate and income tax planning strategies, asset allocation, and customized portfolio management. Scott maintains regular meetings to ensure clients' financial plans remain consistent with their personal situations. Scott holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana University and is associated with The Exit Planning Institute. Residing in Inverness, Illinois, Scott lives with his wife, Jennifer, and their three children, Ethan, Trevor, and Jillian. He is involved with the Mothers' Milk Bank of the Western Great Lakes and enjoys spending time with his family, watching sports, and pursuing hobbies such as golfing.

John Mannix Jr. is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2021, with prior experience at PNC Investments, Morgan Stanley, and DV Trading. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Sean Poznicek is a financial advisor with Cetera Financial Specialists LLC, holding a Series 66 designation and nine years of industry experience. He has been with Cetera since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios and third-party managers.

Muneera Dawood is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Curry is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and over 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is involved as the sole proprietor of a publishing business and is a partner in Cachufa Games, a retail and online gaming store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 as part of its financial planning process.

Kevin Rieger is a financial advisor with J.P. Morgan Securities based in Lake Forest, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Joseph Boyko is a financial professional with 17 years of industry experience currently affiliated with Cetera. He holds the Series 66 credential and has been associated with various Cetera entities since 2010. In addition to his advisory role, he is involved in business development at Barbara E. Charal and Associates, Inc. and serves as a financial professional with Genova Wealth. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

John Caulfield is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan-related firms since 1993. Caulfield has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Jack Reiff is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 advisors and 15,100 branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.