Vijay Raje Mehta is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to their unique needs and circumstances. He provides ongoing advice and adapts investment plans as clients' situations evolve. His expertise encompasses a broad range of financial planning areas, including funding education, preparing for retirement and healthcare costs, managing competing financial demands such as home buying and eldercare, and creating personalized wealth management strategies. Vijay holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vijay earned a Bachelor's Degree from Mohan Lal Sukhadia University and a Masters of Business Administration (MBA) from Rajasthan University. He is proficient in both English and Hindi.

Joanne Allessi is a financial advisor at Morgan Stanley in Geneva, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models.

Mark Hilde is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Susan Hills is a financial advisor at Stifel with 22 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member and treasurer for Just Giants Rescue Inc., an organization that rescues giant breed dogs, and works as a co-trustee of non-family trusts. She is also involved with Melaleuca as a consumer direct marketer. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Ignacio Guerrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at BMO Harris Financial Advisors, Inc. and BMO Harris Bank. 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, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management technologies.

Kevin Riordan is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. 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, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Paul Caputo Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at BMO Bank, N.A., Caputo Financial Services LLC, Elevated Capital Advisors, LLC, and The Prudential Insurance Company of America. He is based in Naperville, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios and research resources.

Kenneth Norkus is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Independent Financial Group, Leader One Financial, and several mortgage companies. He is also involved with Great Mortgage Company, a mortgage and real estate services business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Michael Pine is a CFP® with eight years of experience in the financial services industry. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. and Parsons Corporation. Pine is based in Naperville, IL, and holds the Series 66 designation. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Anna Bloom is a financial advisor with OSAIC based in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Advisor Services Group since 2010 and is a 50% owner of the firm, where she also provides consulting and compliance services. Outside of her advisory role, she is a commissioned notary and has held part-time positions unrelated to investment activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage a range of investment products on discretionary or non-discretionary terms.

Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.

Shane Gornik is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Metlife Securities and MassMutual Life Insurance. In addition to his advisory work, he operates an outside insurance sales business focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning and a range of investment and educational programs.

Donna Enright is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. 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, high-net-worth clients, and various institutional investors.

Poonam Trivedi is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Michael Sullivan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services both directly and through corporate agreements.

Kimberly Pritts is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and The Rockefeller. Outside of finance, she has experience as a Cambridge English instructor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacques Simpson is a Certified Financial Planner (CFP®) with 40 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Renee Pavlik is a financial advisor with OSAIC, holding Series 63 and 65 licenses and with 43 years of industry experience. She has been with OSAIC since 2002. In addition to her advisory work, she operates a sole proprietorship focused on divorce planning, assisting clients with post-divorce financial settlements. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation and risk-assessment tools to build diversified portfolios and supports multiple advisory platforms and legacy programs.