Joseph Cane Jr. is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with Cetera. His career includes prior roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. In addition to financial advising, he is a CPA and partner at Porte Brown LLC, a CPA firm he has been involved with since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

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.

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.

Ewa Hassa is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform and provides access to a wide variety of products and services.

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.

Blake Honda is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. His work history includes multiple roles at Ameriprise since 2019, as well as positions at the University of Louisville and Amazon. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides personalized recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Tara Stalesky is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1997. Prior to her current role, she has also worked at Bank of America, N.A. since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a wide client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America's broader platform, providing access to a diverse range of products and services.

Kevin Mc Carthy is a financial advisor with Edward Jones in Lincolnwood, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he mentors high school freshmen on goal-setting and is a member of the Harwood Heights Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

Richard Gardner is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63, 65, and 66 designations. Outside of advising, he is involved as a residential rental property owner in Baltimore, MD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Valdemaras Raizys is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities LLC and JP Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Jill Rottman is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior roles include positions at UBS Financial, Inc., The Meridian Group, and Ticket-To-Ride, Inc. Morgan Stanley Wealth Management provides a range of advisory and brokerage services to both individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Susan Orr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, she holds partial ownership of a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Frydman is a financial advisor with OSAIC in Northbrook, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and was previously with John Hancock Financial Network from 2010 to 2018. Frydman also operates a sole proprietorship as an insurance agent specializing in non-variable life, LTC, and DI insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm provides brokerage and advisory services with integrated financial planning, utilizing advanced portfolio construction tools and third-party solutions across various investment products.

Edward Gordon is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset 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 deliver tailored recommendations, primarily for clients with Ameriprise-managed accounts.

Elana Pollard is a financial advisor at Morgan Stanley in Deerfield, IL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its investment approach.

Paul Raab is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Naimesh Shah is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Shah is involved in information technology consulting and tax preparation through his ownership and employment in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing model portfolios and third-party managers within various program structures.