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 Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His career includes roles at Merrill Lynch and Fidelity prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Perez is also involved with XGG Collectibles, an entrepreneurial venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Elizabeth Edwards is a financial advisor at Merrill with 19 years of industry experience. She has held her current position since 2011. Edwards holds a Series 66 designation and is based in Northbrook, IL. 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 plans, corporations, and charitable organizations.

Nathan Cassel is a financial advisor with Merrill who holds the Series 66 designation and has eight years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and DVSport from 2015 to 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bridget Houser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Platania Financial, HyperAMS, and Maestro Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Patrick Schiltz is a CFP® and ChFC® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, based in Arlington Heights, 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Coleman is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. She has worked at Cetera since 2004 and also serves as a partner at Coleman & Associates CPA's Ltd, providing financial and tax services. In addition to her advisory roles, she is the treasurer of A Red Orchid Theatre, a nonprofit organization based in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies through affiliated and third-party managers across multiple program structures.

Scott Mc Vey is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously was with McAdam LLC and VOYA Financial Advisors, Inc. Scott is based in Chicago, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Josip Soldo is a Series 66 licensed financial advisor with Merrill in Northbrook, IL, bringing 23 years of industry experience. He has been with Merrill since 2002 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing several family-owned rental property LLCs. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brie Edmunds is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on helping individuals and families achieve their financial goals through thoughtful guidance, personalized strategies, and a long-term approach to financial well-being. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brie has completed her bachelor's degree at Illinois State University. Her expertise lies in providing tailored wealth management solutions to clients, drawing on her specialized certifications and commitment to client-focused advice.

Adam Selman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and a decade of industry experience. He has been with J.P. Morgan entities continuously since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Miguel Hernandez is a CFP® with 22 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He is also president of The Chumness Legacy Recycle Program, a nonprofit focused on bike repair and distribution. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research and includes derivatives and commodities capabilities.

Jamal Nia is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners LLC, and Highpoint Advisor Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Steven Greene serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies that help clients pursue their financial goals through careful planning and prudent investing. His areas of expertise include corporate benefits, executive compensation, equity compensation services, personal retirement planning, and retirement income. Mr. Greene holds a Bachelor's degree from Amherst College, a Master's degree from Yale University, and an additional Master's degree from Indiana University Kelley School of Business. He maintains the Professional Investment Advisor (PIA) designation and is experienced in wealth management, estate planning services, trust advice, and investment portfolio strategies. Active in his community, Steven holds leadership roles such as President of the Northbrook Symphony Orchestra and board member of the Ravinia Festival Associates and Northbrook Symphony Orchestra. His personal interests include music, reading, and spending time with his family.

John Birkhauser is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for over four decades and Bank of America for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.