Valdemaras Raizys is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates ESG eligibility in its recommendations.

Fredrerick Escobar is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, and Merrill Lynch. Escobar is based in Palatine, IL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives and utilizes various tools and platforms to support its advisory and operational functions.

Jill Rottman is a financial advisor at Morgan Stanley in Deerfield, IL, with 11 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial, Inc., The Meridian Group, and Ticket-To-Ride, Inc., along with prior positions at Morgan Stanley. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages substantial client assets and serves clients through both direct and corporate financial planning arrangements.

Susan Orr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with A. G. Edwards & Sons, Inc. Outside of her advisory work, she is a partial owner of a rental property with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm leverages research from Wells Fargo Investment Institute and third parties to support its investment approach and offers a broad range of brokerage and advisory solutions.

Jonathan Frydman is a financial advisor with Osaic Wealth based in Northbrook, IL, holding Series 63 and Series 65 credentials and with 36 years of industry experience. His prior positions include roles at Royal Alliance Associates and John Hancock Financial Network. He also operates a sole proprietorship involved in the sale of non-variable insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment process that emphasizes model-based asset allocation and portfolio optimization across various managed account programs.

Dylan Hicks is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at J.P. Morgan Securities for nine years and spent two years at DePaul College Prep. Hicks holds the Series 63 and Series 66 designations and is based in Chicago, 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.

Edward Gordon is a financial advisor at Ameriprise Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley Dw Inc. Since 2022, he has been with Ameriprise in Deerfield, IL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Elana Pollard is a financial advisor at Morgan Stanley in Deerfield, IL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its investment approach.

Paul Raab is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Naimesh Shah is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked with Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory role, Shah is involved in information technology consulting and tax preparation through his ownership and employment in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing model portfolios and third-party managers within various program structures.

Dominic Labellarte is a Financial Solutions Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies designed to help achieve them. Dominic provides ongoing advice and adjusts portfolios as clients' situations change, addressing a range of financial priorities including education funding, retirement planning, and healthcare needs. Dominic holds a Bachelor's Degree from the University of Illinois System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. His approach emphasizes connecting clients to suitable financial plans and processes that reflect their unique ambitions and perspectives. In addition to his professional activities, Dominic is involved with community organizations such as Feed My Starving Children, the National Multiple Sclerosis Society, and the WINGS Program.

William Kotin is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation. He has been with Morgan Stanley since 2024 and has prior experience at Cavan Capital in 2023, as well as roles associated with Indiana University and Loyola Academy. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Dana Palmer is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab and Co., Inc., Dana held positions at Fidelity Investments, Edward Jones, Bank of America NA, Merrill Lynch, and Wolters Kluwer. Dana is a Vestry Member at St. David's Episcopal Church in Glenview, IL. Charles Schwab & Co., Inc. serves primarily 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Heide Murray is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including New England Securities and MSI Financial Services. Outside of her advisory work, she is involved with Voice Automation Inc., a business owned by her spouse, where she performs administrative duties. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Meredith Fiocchi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as the secretary of a homeowners association in Highland Park, IL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a relationship manager for The HDB Group. He works closely with retired physicians, business owners, and other high-net-worth clients to assist them in growing and preserving their wealth for future generations. He develops strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerances, emphasizing asset allocation and diversification. Matt began his career at Merrill Lynch in 1993 after completing the firm's financial advisor training program. He is a qualified Portfolio Manager capable of managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides traditional advice and guidance and can manage these strategies on a discretionary basis as part of the firm's Investment Advisory Program. Matt holds a bachelor's degree in finance from Bradley University and is a Personal Investment Advisor (PIA). He is involved in community organizations such as the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal in Barrington. Matt lives in Barrington with his wife, Crystal, and their three children. In his free time, he enjoys golfing, running, traveling, antiquing, camping, fishing, football, skiing, and running marathons.

Katherine Micek is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Kincade Frank is a financial advisor with Merrill holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, New York Life Insurance Company, Aflac, and service in the Illinois Army National Guard. He has also held positions at Liberty University and Illinois State University. 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.

Gerardo Velasquez is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Milliman, Inc. for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Franklin Hilvers is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2005, progressing through various positions including Financial Consultant, Investment Consultant, Private Client Relationship Manager, Workplace Planning and Guidance Consultant, Retirement Solutions Representative, and Client Service Representative. Over his 21 years at Fidelity, he has worked with many clients to develop, implement, and maintain financial plans, focusing on retirement, income, and wealth planning. Franklin holds a California Insurance License, which supports his work in providing comprehensive financial advice. He emphasizes integrity in his advisory services and is committed to helping clients and their families work toward their financial goals. Outside of his professional life, Franklin enjoys baseball, concerts, football, family activities, and parenthood.