William Stevenson III is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1986 and Bank of America since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jessie Barrett is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, Barrett worked at Wells Fargo Clearing from 2016 to 2023. Outside of advisory work, Barrett is a board member of the Goodfellows Group Partnership, a local philanthropic organization. Wells Fargo Advisors Financial Network provides investment and 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 combines advisory services with other financial products and referral channels through an extensive network of financial advisors.

Denis Conlon is a CFP® professional with 25 years of experience in financial advisory. He is currently with LPL Financial and has held prior roles at firms including Securities America Advisors, Inc. and Retirement Plan Advisors, LLC. Outside of advisory work, he is an Enrolled Agent who prepares basic tax returns for select clients and family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment strategies through a large network of investment adviser representatives.

Michael Breslin is a financial advisor with Cetera in Hickory Hills, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2018 and previously spent over two decades at INVEST Financial Corp. Breslin is also affiliated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Patrick Calhan is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including WealthWave and Transamerica Financial Advisors. Outside of his advisory role, he serves as a Certified Financial Educator at the Heartland Institute of Financial Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Sunil Suri is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a team member since 1995. With over 30 years of experience in financial services, Sunil works with clients to develop comprehensive wealth management strategies tailored to their individual needs. His client base includes affluent families, physicians, corporate executives, and successful business owners, and he focuses on areas such as family wealth management, retirement planning, legacy planning, investment consulting, and tax minimization. Sunil holds a mechanical engineering degree from Punjab Engineering College in India and an MBA from Loyola University Chicago. He has earned several professional designations, including Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has also completed programs at The Wharton School and the London School of Economics. Residing in Burr Ridge, Illinois, Sunil lives with his wife, Manisha, and daughter, Arianna. Outside of his professional work, he engages in activities such as reading, table tennis, yoga, and traveling. He is actively involved in the South Asian community and participates in initiatives through the Hindu Temple of Greater Chicago.

Steve Schroeder is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative and Financial Consultant. Prior to his current role, he served as Senior Financial Consultant at TD Ameritrade from 2018 to 2020. As a Certified Financial Planner (CFP®), Steve partners with individuals and families to develop and implement financial plans and strategies. He focuses on providing support and resources to help clients navigate diverse markets and achieve their goals related to building, preserving, and distributing wealth. Steve lives in the suburbs with his wife and two young boys. He spends his free time coaching youth sports.

Michael Minnis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 38 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities LLC. Minnis also serves as a trustee and power of attorney for several family trusts. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Joseph Zdybel is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, his background includes diverse roles in hospitality and publishing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research and quantitative analysis, utilizing systematic methodologies and algorithmic portfolio construction.

Patricia Marsh is a Certified Financial Planner (CFP®) with 34 years of industry experience, currently serving at Morgan Stanley since 2009. She has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management and real estate through ownership and partnership positions in several entities based in Homer Glen, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and capital market assumptions.

Mark Wanless is a financial advisor at Edward Jones in Hinsdale, IL, holding the CFP® designation and Series 66 license, with eight years of industry experience. He worked at Cree from 2009 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and associated services, supported by a nationwide network of financial advisors and branch offices.

Steven Swingler is a CFP® with five years of industry experience, currently advising clients through Cetera. His prior roles include positions at The Vanguard Group, Polaris Ventures, and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a large nationwide network of independent advisors.

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial during two separate periods totaling 11 years and has prior experience with FSC Securities Corp and MSI Financial Services, Inc. Outside of his advisory role, Wall has been involved in independent fixed insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory representatives with various investment strategies and operational tools.

Michael Eshoo is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves as a Senior Vice President and Senior Portfolio Manager. He has been working in the Financial Services industry since 1989 and joined Merrill Lynch in 1999. Michael's role focuses on providing personalized wealth management strategies to high net worth individuals, as well as recently expanding his work to non-profit organizations and philanthropic giving. He draws upon Merrill's investment insights and Bank of America's banking and lending solutions to create flexible strategies tailored to clients' financial goals. Michael's expertise is supported by his educational background and professional designations. He holds a Bachelor of Science degree with a specialization in Finance from Marquette University. He has attained the Certified Portfolio Manager (CPM®) designation through the Academy of Certified Portfolio Managers at Columbia University and holds other designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His analytical background and credentials assist him in his asset management responsibilities. In addition to his professional work, Michael is active in his community and participates in fundraising for various non-profits, notably breast cancer organizations. He has taken part in events such as the 60-mile Susan G. Komen walk for breast cancer. His personal interests include basketball, cooking, and ice hockey.

Richard Owen is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling in its financial planning process.

Brian Fahrner is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Midwest Bank and LPL Financial. He is based in Frankfort, 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities.

Larry Loving is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. His prior work includes roles at Protective Life, Waddell & Reed, Inc., and various insurance carriers associated with W&R insurance agencies. He is also engaged in insurance agency activities outside of his advisory work. 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, model portfolio programs, third-party asset management, and institutional platforms, with a large network of independent advisors utilizing both discretionary and non-discretionary strategies.

Chad Lowry is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he spent 24 years at Morningstar. Outside of his advisory role, he is a freelance writer with Isle Data, a technology-related business based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Martin Durkan III is a financial advisor with Cetera, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Cetera's advisory businesses in 2025 and 2026, he worked at Prime Trading LLC and Interactive Brokers LLC. He also serves with the City of Chicago Fire Department since 2022. Cetera Investment Advisors LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a wide range of program options and over $256 billion in assets under management.

Richard Panush is a Series 66-licensed advisor with Cetera, where he has worked since 2005, accumulating 28 years of industry experience. His career includes roles at Cetera Financial Specialists LLC since 1997 and leadership as president of Essington Sports Group Limited since 1996. In addition to his advisory work, he is actively involved in accounting and tax preparation and serves as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes automated allocations, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.