Bonnie Weckler is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Advisors and Vanguard Dealer Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chad Carson is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at LPL Financial since 2018 and previously held positions with BMO Bank NA and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and technology-based investment solutions.

Melissa Erath is a financial advisor with Merrill in Deer Park, Illinois, holding the Series 66 designation and possessing 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1990. Outside of her advisory role, she serves as a board member for Trinity Lutheran Church in Huntley, Illinois, where she assists in establishing financial guidelines and policies. 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, offering a mix of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Deluca is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Arnold Bender is a financial advisor with Cetera in Buffalo Grove, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked at firms including Alera Investment Advisors, Triad Advisors, and GCG Financial. Outside of advising, he owns an accounting and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management.

Marie Wurtel is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera and its related entities since 2007 and was previously associated with Eric Wurtel & Associates, Inc. from 1993 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party managers.

Zenichiro Isoda is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning strategies, working closely with clients to establish long-term financial goals and advising on wealth accumulation, preservation, and transfers. His approach includes portfolio development, liability management, tax minimization, and asset preservation, with a particular focus on ensuring a lifetime retirement income stream. Zenichiro also provides strategies for cash management, credit, and lending through Bank of America, N.A. He conducts regular reviews with clients to track progress and adjust strategies as life circumstances change. Zenichiro began his career in the financial services industry in 1985. He holds a Bachelor's Degree from Nihon University, a Master's Degree from the University of Chicago Booth School of Business, and a Master's Degree from Southern Illinois University. He joined Merrill in 1999 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of professional organizations such as the Chicago Japanese Club (CJC) and the Japanese Chamber of Commerce and Industry of Chicago (JCCC). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Zenichiro's personal interests include baseball, cooking, football, gardening, golfing, music, spending time with family, tennis, traveling, and watching movies.

Kevin Jordan is a CFP® professional affiliated with Edward Jones in Bloomingdale, IL, with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of advisors and branches.

Ashley Zulauf is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she was involved with Zulauf Financial Services and has a background in education from middle and high school teaching roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Bret Shannon is a financial advisor with Raymond James Financial Services Advisors, Inc. in Geneva, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he is involved in several business activities including client acquisition and planning through Morton Private Wealth Strategies Inc., where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains unique municipal advisory capabilities along with specialized retirement plan consulting services.

Kevin Moore is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 designation and 12 years of industry experience. His prior work includes five years at Cetera Advisor Networks LLC and operating his own advisory business from 2010 to 2018. Outside of advising, he owns and operates a home-based technology support business providing information processing and technology consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, with investment management supported by LPL Research, third-party subadvisors, and technology-driven strategies.

Lydia Ridgeway is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Romona Elementary and Wintrust Financial, with a background that also includes work on the documentary "Vincible." Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Molly Rohrer is a financial advisor with Morgan Stanley in Geneva, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

David Field is a financial advisor with UBS Financial Services in Huntley, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Painewebber Incorporated since 1998, which is affiliated with his current firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also operates with institutional trading capabilities alongside wealth management services.

Sumeet Gupta is a financial advisor with Primerica Advisors in Long Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 2003, respectively. Outside of his advisory role, he is a partner in We Change Lives LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

John Hong is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley since 2013 and has served at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a landlord and owns investment rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Daniel Raupp is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent four years with Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, providing tools to assist clients in making informed decisions.

Daniel O Connell IV is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities.

William Meyer is a financial advisor with LPL Financial in Itasca, IL, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with LPL Financial since 2009. Meyer has a minority interest in an LLC established for office expense sharing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, model portfolios, retirement plan consulting, and brokerage services, utilizing research from LPL Research and third-party subadvisors.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.