Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank (formerly MB Financial Bank) for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income, using proprietary research, third-party data, and algorithmic tools.

Elizabeth Silverman Zurek is a financial advisor with Primerica Advisors based in Des Plaines, IL. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Beyond her advisory role, she owns and operates several businesses in large format printing and photography under ESZ Marketing Inc., Intellisource Inc., Color Image Inc., and Portraits by Liz LLC. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers. The firm supports its advisory services with discretionary portfolio management, trade execution, and account custody, operating at scale with thousands of advisors and billions in assets under management.

Benjamin Frick is a Series 66 credentialed financial advisor with J.P. Morgan Securities, based in Glen Ellyn, IL, with three years of industry experience. His prior roles include positions at Equitable Advisors, Ascensus, and LaSalle St Securities. 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 program supported by centralized due diligence and a manager solutions team.

Todd Bracy is a financial advisor at Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Amanda Welter is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with oversight that addresses conflicts of interest.

Mehmed Suta is a Financial Consultant at Fidelity Investments, where he has been working since 2016 in various roles including Investment Consultant and Relationship Manager. In his current position, he partners with clients and their families to develop comprehensive financial plans aimed at growing, managing, and preserving wealth. With a professional background spanning several years at Fidelity Investments, Mehmed focuses on building long-term relationships grounded in transparency, honesty, and trust. His approach involves collaborating with a dedicated team to help clients work toward their financial goals. Outside of his professional role, Mehmed has personal interests in biking, golf, and playing musical instruments.

Juan Castaneda is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with a brief period at GoExceed in 2020. Outside of his advisory role, he has worked part-time at a restaurant, Rusells BBQ, located in Elmwood Park. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Tyler Mccoy is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab and Charles Schwab Bank from 2016 to 2021. 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 financial planning and portfolio management services supported by a large network of advisors and integrated technology tools.

Wendy Corcoran is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. Her prior work includes eight years at Edward Jones and one year at Wintrust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Tripp Turchik is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill Edge/Merrill Lynch and has experience outside finance with Accurate Electric Service. He serves as a Commission Member on the Special Events Commission for the Village of Arlington Heights, assisting in the planning and coordination of seasonal events. 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 delivers advice through a network of representatives, utilizing a range of advisory programs and third-party asset managers to meet client needs.

Amy Sloma is a financial advisor at OSAIC with 22 years of industry experience. She previously spent 28 years at Lincoln Financial Advisors Corporation. Outside of her advisory work, she owns and manages ARS Point of Sale, Inc., a small business. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party management strategies.

Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party investment managers.

Anthony Catalano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their retirement goals and circumstances. He focuses on helping clients make informed decisions by carefully considering potential benefits and risks of various investment strategies. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2019. Prior to this, he worked as a Private Bank Relationship Manager at US Bank from 2017 to 2019, and as a Private Client Relationship Manager at J.P. Morgan Chase from 2007 to 2017. Outside of his professional role, Anthony has interests in baseball, family activities, fitness, food, and traveling.

Sung Han is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Charis Ellis is a CFP® with 11 years of industry experience, currently serving as a financial advisor with LPL Financial. Her prior experience includes roles at Murphy Financial Group, Commonwealth Financial Network, Timothy Financial Counsel, Inc., and Edward Jones. She also works as an event coordinator for College Church in Wheaton, organizing weddings, receptions, and other church events on an as-needed basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Mateusz Zajchowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions at Merrill Edge and New York Life Insurance Company. 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 within a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, supported by a manager solutions team and an ESG eligibility framework.

Adam Gelbein is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at various firms including Avantax and currently serves as Fractional CFO for Dopple Labs, an AI-powered chatbot platform. Gelbein is also a partner at Jay Gelbein and Company, a certified public accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and investment options.