Andrew Erickson is a CFP®-certified financial advisor with 10 years of industry experience, currently working at Cetera. Prior to joining Cetera in 2025, he spent eight years at Edward Jones. He is also involved in two financial planning-related ventures, ClearGuide Wealth and Rozovics Wealth Management, where he provides financial and retirement planning, investment advice, and insurance solutions. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

Chad Danforth is a financial advisor with Raymond James & Associates in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

Jason Seldomridge is a financial advisor with Cambridge Investment Research Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and concurrently serves as Director of Operations at Alchemy Financial Group, a role he has held since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches across multiple custody platforms.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Brendon Sobien is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Associated Bank, and Marquette University. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Annette Rumas is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS Financial Services since 2014, with a brief gap in 2021. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elijah Rothschild is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and three years of industry experience. He has worked within Morgan Stanley and FTI Consulting and has held roles at Indiana University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both 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 guide asset allocation and planning.

Mark Haussermann is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience, primarily focused on corporate retirement plans. Since joining Merrill in 2003, he has developed a corporate retirement plan practice aimed at delivering tailored financial strategies for both plan sponsors and participants. His advisory approach emphasizes fiduciary responsibility and personalized wealth management, working closely with clients to address their specific goals and challenges. Mark holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Colgate University. His expertise spans areas such as corporate benefits, executive services, employee financial health, retirement income strategies, and divorce transition planning. Outside of his professional role, Mark participates in community volunteer activities aligned with Merrill's tradition of community involvement. His personal interests include cooking, golfing, music, tennis, and spending time with his family.

Kenneth Lerner is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Feltheimer Cohn & Associates, Ameriprise Financial Services LLC, and Fidelity Brokerage Services LLC. Prior to his financial services career, he spent over a decade at GK Medical Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Lisa James Pope is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she directs her team in providing advisory and investment management services, designing customized global financial strategies for affluent individuals and families. She guides clients through the development, implementation, and management of portfolios aimed at achieving their goals within their risk tolerance and investment policies. Lisa holds the Portfolio Manager title and is certified to offer Alternative Investments. With over two decades of experience in financial services and a background that includes a Master's Degree from Loyola University Chicago and a Bachelor's Degree from Howard University, Lisa applies her expertise to assist clients across various focus areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, special needs planning strategies, and more. She emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Lisa's professional affiliations include membership in the Alpha Kappa Alpha Sorority Incorporated, Theta Rho Omega Chapter, DuSable Museum of African American History, Eta Creative Arts Foundation, and The Link Incorporated, Lake Shore Links Chapter. She is also involved in community activities through the Chicago Polo and the DuSable Museum African American History. Outside of her professional work, Lisa's interests include interior decorating, music, painting, photography, and yoga.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank for twelve years. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Silverman Zurek is a financial advisor at Primerica Advisors with nine years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at Intellisource Inc. and Tukaiz. Outside of financial advising, she owns and operates businesses in large format printing and photography. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Michael Ryder is a financial advisor with Edward Jones in Glenview, IL, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Timothy O'Tooles and Levy Restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Bradley Cordes is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executor for an estate and is a notary public. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through personalized meetings and client letters.

Jeffrey Schankerman is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities, Inc. Outside of his advisor role, he is an independent agent involved in fixed insurance sales through his business, Infinity Strategic Partners, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.