Dylan Ridle is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Morgan Stanley Smith Barney LLC and has a background that includes roles in education and the hospitality industry. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, LLC. 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 strategies and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.

Angella Jost is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she works as a yoga instructor for Yoga by Degrees. J.P. Morgan Securities provides institutional consulting services, including asset allocation advice and investment manager searches, to clients such as corporations and foundations. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Hatch is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Chad Carson is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at LPL Financial since 2018 and previously held positions with BMO Bank NA and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and technology-based investment solutions.

Brian Magnan is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Wells Fargo Advisors in Naperville, IL, having worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm employs a broad planning menu for clients meeting net-worth thresholds and integrates advisory services with a range of financial products and referral channels.

Malini Murali is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, previously employed by Oxford Bank and Trust and Naperville School District 203. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

John Pethokoukis is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Eric Crane is a CFP® and Series 66-registered advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Thermo Fisher Scientific, ECC Insurance Brokers, and Brown & Brown Insurance. Outside of his advisory work, he is a member of Lighthouse Investments, LLC, a real estate business based in Savannah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Jordan is a CFP® professional affiliated with Edward Jones in Bloomingdale, IL, with 22 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 offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of advisors and branches.

Bret Shannon is a financial advisor with Raymond James Financial Services Advisors Inc. based in Geneva, Illinois. He holds a Series 66 designation and has 10 years of industry experience, all with Raymond James. Outside of his advisory role, he is an independent contractor involved in client acquisition and planning for Morton Private Wealth Strategies Inc., and he is the CEO of Morton, Campbell, and Shannon, a support company serving Morton Private Wealth. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports small business retirement plans through its SIMPLE IRA Employer Advisory & Consulting Services program.

Bryan Schneider is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Kevin Moore is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 designation and 12 years of industry experience. His prior work includes five years at Cetera Advisor Networks LLC and operating his own advisory business from 2010 to 2018. Outside of advising, he owns and operates a home-based technology support business providing information processing and technology consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, with investment management supported by LPL Research, third-party subadvisors, and technology-driven strategies.

Molly Rohrer is a financial advisor with Morgan Stanley in Geneva, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Lauren Zick is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to her finance career, she was involved with Circulation, Inc. and Smart Vision Labs, Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Eric Milano is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, JPMorgan Securities, and Northern Trust. Outside of his financial career, he was involved with Armands Pizza and Pasta for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Clarence Welton is a Financial Consultant currently serving at Fidelity since 2020. He has a background in financial services and management, having previously worked as Managing Partner at INOJ Strategic Acquisitions LLC from 2014 to 2020, and as Financial Center Manager and Assistant Vice President at Fifth Third Bank from 2009 to 2014. His professional focus includes helping clients achieve peace of mind, family security, and comprehensive financial planning to support retirement goals. Drawing from his experience as a family man and veteran, Clarence emphasizes building strong relationships to create financial plans that address current needs and future generational goals. Outside of his professional role, Clarence has interests in family activities, gardening, military service, music, parenthood, and reading.

John Hong is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a sole proprietor and landlord managing investment properties. 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 programs supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Justin Broderick is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, Ameriprise/Eric M Larson & Associates, Fisher Investments, William Blair, and Amazon. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Roland Czerniawski is a financial advisor at Edward Jones with six years of industry experience. He previously worked at UBS Asset Management for three years before joining Edward Jones in 2019. He holds the Series 66 designation. 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 and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.