Laura Beran is a Series 66–credentialed financial advisor with Edward Jones, based in Mt Prospect, Illinois. She has four years of industry experience, having worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across a range of net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,700 advisors.

Christ Cordogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as roles at PeopleKeep, Acosta Sales and Marketing, and Freedom Home Care. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight through independent due diligence and ongoing disclosure.

Edward Daly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at BMO Harris Bank and BMO Harris Financial Advisors. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2003 through 2026. 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 retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Adele Toussaint is a CFP® professional with 27 years of experience in the financial industry. She has been with LPL Financial since 2009. 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 and financial services, including discretionary and non-discretionary management supported by research and various portfolio strategies.

Joseph Cane Jr. is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with Cetera. His career includes prior roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. In addition to financial advising, he is a CPA and partner at Porte Brown LLC, a CPA firm he has been involved with since 1980. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Maria Niehus is a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2018 and assumed her current role in 2026. She has over two decades of experience in the financial services industry, focusing on developing financial plans tailored to clients' changing circumstances, risk tolerance, and wealth objectives. Her career includes roles at Fidelity Investments and Northern Trust Company, with progressive responsibilities from Financial Representative Assistant to Financial Advisor and Wealth Strategist. Throughout her tenure, Maria has collaborated with clients to leverage Fidelity's resources, emphasizing personalized financial planning. Outside of her professional work, Maria's interests include attending concerts, hiking, engaging in outdoor adventures, practicing Pilates and yoga, and solving puzzles.

Ewa Hassa is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2016, following brief roles at Wells Fargo Clearing and Credit Suisse Securities in the same year. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include tenures at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory services with brokerage and insurance products.

Melinda Boline is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with J.P. Morgan Securities since 2017 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tommy Pirvu is a financial advisor with J.P. Morgan Securities in Lake Forest, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill, Bank of America, and SS&C Tech Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Shetal Shah is a financial advisor with Ameriprise in Vernon Hills, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns Creative Contessa Inc., a business related to her Ameriprise activities. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Kevin Wales is a financial advisor at Equitable Advisors with 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years before joining Equitable Advisors in 2024. Outside of his advisory work, he serves as president of the Chelsey Crossing Homeowner’s Association, where he assists with project planning and board meetings. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party program sponsors to deliver tailored investment solutions.

Blake Honda is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. His work history includes multiple roles at Ameriprise since 2019, as well as positions at the University of Louisville and Amazon. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides personalized recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Tara Stalesky is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, concurrently affiliated with Bank of America since 2018. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Mc Carthy is a financial advisor with Edward Jones in Lincolnwood, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he mentors high school freshmen on goal-setting and is a member of the Harwood Heights Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

Richard Gardner is a financial advisor with Edward Jones in Lincolnwood, Illinois, holding Series 63, Series 65, and Series 66 licenses. He has 25 years of industry experience, including 18 years at Edward Jones since 2008. Outside of his advisory role, Gardner is involved in residential rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Valdemaras Raizys is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Fredrerick Escobar is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and BMO Bank NA, having previously worked at J.P. Morgan Securities, Bank of America, Merrill Lynch, and other financial institutions. 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 provides a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jill Rottman is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior roles include positions at UBS Financial, Inc., The Meridian Group, and Ticket-To-Ride, Inc. Morgan Stanley Wealth Management provides a range of advisory and brokerage services to both individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.