Eric Renouf is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. He previously worked at Wells Fargo NA from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Ben is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise, he worked at various Northwestern Mutual entities and has been involved with Second City Works since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Velu is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop tailored financial strategies that align with their short-, mid-, and long-term goals. His role involves serving as a resource for a range of financial needs, including investing, retirement planning, and unexpected savings, while also facilitating access to specialists in banking, credit, home financing, and small business solutions. With expertise as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Kenneth collaborates one-on-one with clients to define their objectives and craft portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts financial plans as clients' situations evolve. Kenneth holds a Bachelor's degree from the University of Iowa.

Paul Lucchesi is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Great Pacific Securities, Nylife Securities LLC, and New York Life Insurance Company. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios, including advisory and fund-of-funds structures.

George Dan is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Outside of his advisory role, he teaches a course titled "The Psychology of Finance" through the University of Chicago Professional Education program and serves as CEO of User Nudge, a company focused on applying behavioral science to improve online user experiences. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics, allowing clients to integrate planning with managed-account services while maintaining separation between the two.

Zachary Perez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity and Merrill Lynch. Outside of his advisory roles, he is involved with XGG Collectibles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Edwards is a financial advisor with Merrill in Northbrook, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nathan Cassel is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at Bank of America, N.A. He also spent two years at DVSport earlier in his career. 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 a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s broader platform, which allows access to a wide array of financial products and services.

Bridget Houser is a Series 66-licensed financial advisor with LPL Financial, based in Arlington Heights, IL, and has one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Platania Financial, HyperAMS, and Maestro Health (now Marpai Health). She also spent a year as a homemaker between 2024 and 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from in-house and third-party sources.

Patrick Schiltz is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Arlington Heights, IL, where he has worked since 2005. He has 20 years of industry experience. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Coleman is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. She has worked at Cetera and its related entities since 2004 and is also a partner at Coleman & Associates CPA's Ltd, a financial and tax services firm. Since 2024, she has served as treasurer for A Red Orchid Theatre, a nonprofit organization in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multi-manager platforms with discretionary and non-discretionary program options.

Scott Mc Vey is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 in Chicago, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers these services on a non-discretionary basis, focusing on a select group of Wealth Advisors.

Josip Soldo is a financial advisor with Merrill in Northbrook, IL, holding a Series 66 credential and bringing 22 years of industry experience. He has been with Merrill since 2002 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he is involved in managing rental properties through several family-owned LLCs. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Meghan Martin is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing two years of industry experience. She previously spent ten years with Bank of America/Merrill Lynch. Outside of her advisory role, she is the owner of Spark Mind Body Spirit LLC, a habit tracking application, and serves as general partner and managing member of Bonka LLC, an LLC formed for rental property operations including Airbnb hosting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Adam Selman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with various J.P. Morgan entities since 2014, including JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Miguel Hernandez is a CFP® professional with 22 years of industry experience currently serving at J.P. Morgan Securities in Deerfield, Illinois. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2004. Outside of his advisory role, he is president of The Chamness Legacy Recycle Program, a nonprofit focused on bike repair and distribution. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis.

Jamal Nia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with firms including Global Retirement Partners LLC and HUB International alongside his tenure at LPL Financial since 2013. His career also includes operating his own business, Russell Warye, Inc., for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Fiarito is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Valentine is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses and is based in Park Ridge, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.