Zachary Marshall is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated over 35 years of experience in the financial industry, including more than 20 years with Fidelity. His career includes roles such as Senior Financial Advisor at Merrill Lynch from 2012 to 2020, Investment Advisor at UBS Financial Services from 2008 to 2012, and Vice President of the Private Client Group at Fidelity Investments from 1989 to 2008. Zachary focuses on taking a holistic approach to financial planning by working closely with clients to develop investment strategies that align with their objectives. He emphasizes matching client needs to Fidelity's diversified investment platform to build sound financial plans aimed at accomplishing individual goals. Outside of his professional work, Zachary has interests in football, gardening, hiking, pets, and table tennis.

Sean Grady is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Mariano's from 2013 to 2016. Outside of his advisory role, he is the owner and CEO of KSG Hospitality Consulting, providing expertise in culinary and restaurant management, and serves as a judge for a high school investment competition. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets with a large network of financial advisors and branches. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Ryan Maloney is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve these objectives. Ryan provides ongoing advice and adjusts portfolios as clients' situations evolve. With a focus on personalized investment guidance, retirement planning, and comprehensive wealth management strategies, Ryan is dedicated to building long-term relationships and delivering advice tailored to individual client needs. He holds the Professional designation of Personal Investment Advisor (PIA). Ryan earned his High School Diploma from Joliet Catholic Academy.

Kevin Rossetti is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets.

Larry Milas is a CFP® and ChFC® credentialed financial advisor with 35 years of industry experience. He currently works at LPL Enterprise, where he has been since 2024, following a 34-year tenure at Pruco Securities, LLC. In addition to his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

John Stevens is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, N.A., Merrill, and City National Bank. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Daniel Donahue is a CFP® professional with 37 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has held previous roles within Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Donahue is also involved in ownership roles at Plank Road Advisors, LLC and Donahue Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations, with flexibility in how clients implement those recommendations through its brokerage or advisory programs.

Megan Berning is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James since 2016 and is also a certified notary public since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Strotman is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he sells sports trading cards and memorabilia from his personal collection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ethan De Valk is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors in 2024, he worked in member services at the University of Illinois Activities and Recreation and held roles at Dick’s Sporting Goods and Medinah Country Club. He is also involved as a sales associate in businesses related to tax accounting programs and health and ancillary insurance products. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing third-party asset managers and a variety of advisory programs.

Nathan Elby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored strategies including retirement income planning, portfolio management, tax minimization, and family wealth management planning. His expertise encompasses financial planning, retirement income planning, tax-efficient portfolios, cash flow analysis, and estate planning services. Nathan grew up during the Great Financial Crisis, which inspired him to help individuals and families prepare for financial uncertainties. He earned a Bachelor's Degree in Finance from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. He focuses on offering financial plans characterized by honesty, transparency, and service. Beyond his professional work, Nathan is involved in community activities such as serving as a Track & Field Coach and participating in the Villas of Boulder Ridge Homeowner's Association. He also contributes to financial literacy through Junior Achievement.

Christen Plotkin is a financial advisor at UBS Financial Services in Oakbrook Terrace, IL, with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as an Associate Board Member for Urban Initiatives, a Chicago-based organization focused on youth programs that teach social emotional skills through play. 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 integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Kevin Webb is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Outside of his primary role, he is involved with several sole proprietorships through which he provides financial advisory and insurance services. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across a variety of platforms. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jack Algrim is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at LogiClean, Athene, and multiple educational institutions. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and data-driven modeling.

Steve Richenberger is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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 investment strategies.

Steven Hixon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes long-term roles at various Cetera entities dating back to 2004, as well as prior experience at Premier Tax & Accounting. Outside of advisory work, he is involved in tax preparation and accounting services through Premier Tax & Accounting Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Nilesh Patel is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mass Mutual Investors Services since 2014. He is also involved in ownership and sales activities at RDR Financial Group, LLC, focusing on individual life, health, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning supported by software tools and educational seminars.

Sean Graft is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and scenario modeling.

Vivian Morgan is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Morgan Stanley, having joined in 2022 after roles at Citi and a long tenure at Fifth Third Securities and Fifth Third Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Wiess is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.