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 been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, she holds partial ownership of a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jonathan Frydman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has previously worked at Royal Alliance Associates, John Hancock Financial Network, and MSI Financial Services. Frydman also operates a sole proprietorship focused on sales of non-variable insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and managed account solutions utilizing proprietary tools and third-party platforms.

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 with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with Ameriprise-managed accounts.

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 nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

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.

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 with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her career includes roles at New England Securities, MSI Financial Services, and Bankers Life Securities before joining Wells Fargo in 2017. Outside of advising, she is involved in VOICE AUTOMATION INC, a business owned by her spouse, where she performs administrative duties and check signing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, providing clients with options for implementation through various brokerage and advisory programs.

Meredith Fiocchi is a financial advisor with Wells Fargo Clearing in Highland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as secretary for a local homeowners association, supporting community activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Didomenico is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 33 years of experience serving high-net-worth clients. He focuses on providing a comprehensive approach to managing wealth, beginning with understanding clients and their families, financial situations, and priorities. His work centers on creating customized wealth management strategies that adapt as clients' needs and market conditions evolve. Matthew leverages the investment insights of Merrill and the banking capabilities of Bank of America to address various financial aspects for his clients. Throughout his career, Matthew has specialized in areas including family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He collaborates closely with clients to develop and implement asset management strategies tailored to their goals, timelines, and risk tolerance. His team's approach emphasizes asset allocation and diversification to help meet clients' objectives. Matthew holds a bachelor's degree in finance from Bradley University and is a Personal Investment Advisor (PIA). He is a member of the Sigma Nu National Fraternity. In the community, Matthew contributes to organizations such as the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal in Barrington. Outside of his professional and community commitments, he enjoys antiquing, camping, fishing, football, golfing, running, running marathons, skiing, and traveling.

Victor Matraszek is a financial advisor at Merrill with a Series 66 credential and one year of experience in the industry. Prior to joining Merrill, he held positions at DBHW Wealth Partners and worked in various roles including campus safety at Marquette University and in management at NSC Management | The Athletico Center. 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, and institutional accounts, with portfolio implementation tailored to client needs and a range of strategic asset allocation options.

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.

Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

Thomas Noto Jr. is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as an ice hockey official for USA Hockey, the governing body for amateur ice hockey players, coaches, and officials. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a network of Investment Adviser Representatives and offers a variety of advisory programs, including third-party asset management and fiduciary services for qualified plans.

Eleni Ftikas is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, she worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., and has over two decades of experience at Planning Dynamics, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.