Stephen Diltz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1995 and works to develop personalized financial strategies focused on long-term goals. His approach involves a comprehensive understanding of each client's financial situation and access to investment insights along with banking and lending solutions from Bank of America. Stephen's expertise includes estate planning services, investment management with a focus on tax minimization, and portfolio management as a Managing Director and Portfolio Manager in the Investment Advisory Program. His client focus areas encompass college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree in Political Science with a minor in Business Administration from Arizona State University. Prior to joining Merrill Lynch Wealth Management in 1993, Stephen worked at Coopers and Lybrand for three years. He holds the professional designation of Personal Investment Advisor (PIA). Stephen resides in Western Springs with his wife, Pam, and their two children. His personal interests include football, golfing, hiking, running, scuba diving, spending time with family, tennis, and traveling.

Daniel Younglove is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates a variety of investment services, including relationships with investment companies and private funds.

Antoni Wolan Jr. Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2015. Antoni holds a Series 66 designation and is based in Oak Brook, Illinois. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its advisory services.

Matthew Hunniford is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 29 years of industry experience. He has worked at Cetera since 2004 and also operates his own CPA firm, Matthew Hunniford & Co, P.C., which he has managed since 1990. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors.

Francis Connelly is a CFP®-credentialed financial advisor with 42 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. for 19 years. Connelly has been engaged in fixed life insurance sales since 1994. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and a broad range of investment and retirement solutions.

William Spies is a financial advisor at Equitable Advisors with 25 years of industry experience. He has been with Equitable Advisors since 2004, following prior work at Axa Advisors. Outside of his advisory role, he serves as president of the Saint Christopher School Board and coaches volleyball and basketball for Saint Christopher Athletics. He is also a past president and member of the Knights of Columbus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models, often implemented by third-party managers, and offers ERISA fiduciary services through credentialed representatives.

James Slater is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His career includes long-term roles at Foresters Financial Services and Lincoln Financial Group prior to joining Cetera in 2019. Outside of his advisory role, he owns Skyline Wealth Partners and has engaged in personal insurance policy transactions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing access to both affiliated and unaffiliated investment managers within a multi-manager platform.

Thomas Fleischmann is a CFP® professional with three years of industry experience currently serving at Robert W. Baird & Co. Incorporated. His prior roles include positions at Client First Tax & Wealth Advisors and various other organizations. He is also involved with Chicagoans for Nebraska as Treasurer and serves on its Investment Committee. He works within The DDK Group, a team at Robert W. Baird & Co. that provides wealth management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations, utilizing a range of portfolio management strategies and advisory services.

Desa Popi is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Desa collaborates with Wealth Management Advisors to deliver client-focused wealth planning services, working closely with clients and their families to develop personalized wealth strategies. Desa has been with Fidelity Investments since 2016, initially serving as a Relationship Manager before transitioning to the current consulting position in 2018. Prior to joining Fidelity, Desa worked as a Customer Service Associate at J.P. Morgan Private Bank from 2014 to 2016. Outside of the professional sphere, Desa has interests that include cooking and baking, family activities, exploring culinary experiences, parenthood, tennis, and traveling.

David Zaycek is a financial advisor at Charles Schwab with 12 years of industry experience and a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Wayne Hummer Investments LLC, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custodial and operational support.

Brett Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2014, he worked at Ameriprise for 13 years. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with centralized due diligence and a range of portfolio services.

Mark Stevenson is a CFP® professional with 43 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial Services, LPL Financial, Concourse Financial Group Securities, Osaic FS, and Polaris Advisory Services. Outside of advising, he operates a sole proprietorship as an insurance agent, primarily soliciting long-term care insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Guenadi Miliavski is a financial advisor with Primerica Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and also maintains roles at Primerica Financial Services and the Russian School of Mathematics. Outside of his advisory work, he has been involved with Globetrotters International Inc and ISCO International for over a decade. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities, providing a wrap-fee investment solution.

Laurie Palmblad is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2018, following roles at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated capital-markets capabilities and comprehensive financial services.

Peter Germick is a financial advisor with Cetera and holds a Series 66 designation, bringing 28 years of industry experience. He has been associated with Cetera and its affiliated entities since 1998. Germick is also the owner of Hancock & Co., P.C., a CPA firm, and serves as treasurer of the Food Hangar Foundation, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with flexible investment strategies, encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edward Burjek is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003, also working at Bank of America since 2009. Outside of his advisory role, he owns a rental property in Nashville, Tennessee. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Selma Karic is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JPMorgan Chase Bank and its affiliated entities from 2015 to 2024. Outside of finance, she is an officer of KHC Trucking Inc., an automotive and transportation business. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and models to support tailored investment and estate planning strategies.

David Joyce is a financial advisor at Ameriprise Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Corcentric and positions in education at the University of Kansas, Lincoln Way East High School, and Hickory Creek Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning strategies and tax-aware withdrawal approaches. The firm’s recommendations incorporate its investment research and third-party data within an affiliated product framework.

Anthony Tejeda is a Financial Advisor with Merrill in Oak Brook, IL, where he assists individuals, families, and business owners in navigating important financial decisions through personalized planning and ongoing guidance. He focuses on creating strategies that align with clients' unique circumstances and long-term objectives, adapting as life changes. His client areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. Anthony holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Glenbard North High School. His approach emphasizes understanding client goals, concerns, values, and vision to develop tailored financial strategies. Outside of his professional role, Anthony enjoys fishing, football, music, traveling, and watching movies.

Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.