Kyle Zake is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of advisory work, he owns Life Loyal Advisors, LLC, and is involved in various nonprofit organizations related to Illinois education administration. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to implement customized investment solutions.

Nancy Arango is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on aligning her clients' financial strategies with their personal goals and life priorities. She specializes in areas such as College Education Planning, Corporate Retirement Plan Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, and Retirement Income. Nancy utilizes insights from Merrill thought leaders and accesses Bank of America's products and services to provide tailored financial solutions. Nancy holds a Bachelor's Degree from Benedictine University and has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Nancy is involved with community organizations such as Honor Flight Chicago, Komens Cancer Organization, Open Arms Free Clinic, Peoples Resource Center, and Shield 23 Foundation.

Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Bank, The Huntington National Bank, and Fifth Third Bank. 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 and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Rimkus is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Timothy Holubik is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Megent Financial, Lincoln Financial Advisors, and World Financial Group. Outside of financial services, he serves as a firefighter and EMT with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and reported over $256 billion in assets under management.

John Cundiff Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 21 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Daniel Durkin Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at UBS and Bank of America, N.A., and he completed his education at the University of Notre Dame. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, institutions, and charitable organizations.

Colleen Barry is a financial advisor at Cetera with Series 65 and Series 63 licenses and no prior industry experience. Before joining Cetera, she held various roles outside the financial sector, including positions in education and retail. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, employing a multi-manager platform with access to both affiliated and third-party strategies.

Marcos Alvarado is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Brian Grote is a financial advisor with Ameriprise in Brookfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Peter Babich is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial for 25 years. In addition to his advisory work, he is a notary who occasionally provides this service to clients. 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 variety of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a broad range of financial products.

Michael Fraser is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2023 after serving as a Managing Director at Principal Financial Group. Previously, he worked in wholesaling, institutional sales, and advising with Securian Financial Group. Michael focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. His areas of expertise include executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Michael manages his own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Michael holds a Bachelor's Degree in Business Management from Rasmussen College and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved with the community organization Able Gamers. Outside of his professional role, Michael enjoys cooking, fishing, football, golfing, hunting, music, singing, spending time with his family, traveling, and woodworking.

Joseph Porter is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at PFS Investments Inc. and Trinity Hospital, as well as long-term service with the Chicago Fire Department. Outside of finance, he owns and operates Chicago Shores Charters LLC as a U.S. Coast Guard Captain. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and select separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Anthony Lodovico is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Edward Jones for five years. Lodovico is involved with Valor Capital Partners LLC, which operates as a DBA for his LPL 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various tools and institutional platforms.

Lee Jones is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has worked with PFS Investments Inc. since 2022 and has been with Primerica Financial Services since 1992. In addition, he has over 30 years of service with the US Postal Service. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Allison Glover is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at the same firm from 2024 to 2026. Her professional focus is on assisting clients in pursuing their long-term financial goals through tailored strategies, portfolio guidance, and retirement planning. Allison's approach involves developing customized financial plans that align with her clients' individual needs and objectives. Outside of her professional work, she engages in activities such as cooking and baking, spending time with family, attending social events with friends, reading, and running.

Marcellus Hollendoner is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Wells Fargo Clearing, Oppenheimer, J.P. Morgan Securities, and UBS Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and a multi-manager platform.

Samantha Janisse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank prior to joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 using tools such as Monte Carlo simulations and Secular Return Estimates.