Jennifer Pestikas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 21 years and has been involved with Abbott Laboratories Employees Credit Union since 2012. Outside of her advisory role, she is an author and podcast host for "Brave Women at Work" and owns Jennifer Pestikas Coaching LLC. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Darin Daniels is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Nations Lending, Wells Fargo Home Mortgage, and Cherry Creek Mortgage. Outside of finance, he was involved with Fitness Factory Inc. for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides model-based and discretionary managed account services to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a range of investment strategies developed by internal and third-party managers.

Ashley Duresa is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill, Zekelman Industries, and Lake Forest College. Outside of her advisory role, she is involved in sales and marketing for online retail businesses including Amazon and Beacons. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including corporate financial planning agreements.

Marci Brodsky is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing for seven years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach includes a distinctive enrollment process and recommendations developed with proprietary research and third-party data within an affiliated product ecosystem.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Blomstrand is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife and its affiliates from 1993 to 2017. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers diverse programs including estate settlement and employer-sponsored planning.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Julie Shechtman is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. She is based in Glenview, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Todd Schlesinger is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, where he has worked for 24 years since 2002. Prior to the firm’s rebranding, he was with AXA Advisors, LLC from 2002 to 2020. Outside of his advisory role, he is a partner in an outside insurance brokerage and serves on the board of the Mike Poznanasky Foundation, a charitable fundraising organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Andrew Nelson is a Series 66 registered advisor with J.P. Morgan Securities, based in Winnetka, IL, with five years of industry experience. His career includes roles at JPMorgan Chase Bank NA since 2018 and a brief period at Uline in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Steven Wilhusen is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 14 years at Woodbury Financial Services and roles at Cetera beginning in 2024. He is also a partner at Mappa Wealth Management, a firm providing financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Krishna Kumar is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Wilmette, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and branches, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hazem Dababneh is a Financial Advisor at Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He works closely with clients to understand their priorities and develop strategies aimed at meeting their short-, mid-, and long-term financial goals. Hazem offers guidance on topics ranging from general investing and retirement planning to preparing for unexpected financial challenges. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Hazem holds a Bachelor's Degree from the University of Jordan, an Accredited Certificate Program from DePaul University, and a Master of Business Administration (MBA) from Elmhurst College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes uncovering what matters to clients and their families to help create tailored financial strategies.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Dexter Reese is a Series 66-licensed financial advisor with UBS Financial Services in Northbrook, IL, where he has worked since 2015. He has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brian Crary is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational capabilities.

Matthew Garrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Robert W. Baird for 10 years before joining Wells Fargo Clearing in 2021. Outside of his advisory role, he has ownership interests in several investment-related entities, including a Chicago Board of Trade membership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Adam Stone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Robert Mitchell is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and tastyfx LLC. Outside of his advisory roles, he spent eight years at Edgewood Valley Country Club. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, using in-house and third-party managers.