Suzanne Mui Good is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel, CTL Global, and a 14-year tenure at Experian. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and systematic methodologies in managing model portfolios.

Todd Schlesinger is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, where he has worked for 24 years since 2002. Prior to the firm’s rebranding, he was with AXA Advisors, LLC from 2002 to 2020. Outside of his advisory role, he is a partner in an outside insurance brokerage and serves on the board of the Mike Poznanasky Foundation, a charitable fundraising organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she consults for a skincare products company, Rodan and Fields. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Steven Wilhusen is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 14 years at Woodbury Financial Services and roles at Cetera beginning in 2024. He is also a partner at Mappa Wealth Management, a firm providing financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Krishna Kumar is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Wilmette, 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 through a broad network of advisors and branches, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hazem Dababneh is a Financial Advisor at Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He works closely with clients to understand their priorities and develop strategies aimed at meeting their short-, mid-, and long-term financial goals. Hazem offers guidance on topics ranging from general investing and retirement planning to preparing for unexpected financial challenges. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Hazem holds a Bachelor's Degree from the University of Jordan, an Accredited Certificate Program from DePaul University, and a Master of Business Administration (MBA) from Elmhurst College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes uncovering what matters to clients and their families to help create tailored financial strategies.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Dexter Reese is a Series 66-licensed financial advisor with UBS Financial Services in Northbrook, IL, where he has worked since 2015. He has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ann Morocco is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Raymond James Financial Services. In addition to her advisory role, she is involved in insurance sales through a sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services employing model-based asset allocation, portfolio optimization, and various managed account strategies.

Brian Crary is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational capabilities.

Daniel Sigman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. His prior experience includes roles at Sigman Wealth Planning, Prudential Insurance Company of America, and NRECA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Matthew Garrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Robert W. Baird for 10 years before joining Wells Fargo Clearing in 2021. Outside of his advisory role, he has ownership interests in several investment-related entities, including a Chicago Board of Trade membership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Adam Stone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services that combine extensive product offerings with structured planning processes.

Robert Mitchell is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and tastyfx LLC. Outside of his advisory roles, he spent eight years at Edgewood Valley Country Club. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, using in-house and third-party managers.

William Cremin is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. His background includes involvement with New Trier Feeder Baseball and the Winnetka Park District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its financial planning process.

Barry Steinberg is a financial advisor with Cetera in Deerfield, IL, holding Series 63 and Series 65 licenses and over 27 years in the industry. He has been with Cetera since 2004 and also runs a tax and accounting practice, Abrams & Steinberg, P.C., where he is a 50% owner and manages tax matters including IRS representation. Steinberg has operated Steinberg & Associates Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm employs a multi-manager platform offering various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Heidi Merkle is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.