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.

Domenico Ernandez is a CFP® and holds a Series 66 license with 26 years of experience in the financial industry. He has been associated with Raymond James Financial since 2009 and also co-owns Heritage Partners, Inc. Outside of his advisory roles, Ernandez is involved in real estate through ownership and partnership positions in multiple equity groups focused on property acquisition and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Dungee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority and separate managed-account options under a consolidated billing system.

John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

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.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

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.

Mary Whitehead is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Ewa Hassa is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Merrill since 2016 and briefly at Wells Fargo Advisors, LLC in 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

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.

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 holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, he serves as president of the Chelsey Crossing Homeowner's Association, where he helps plan projects and runs board meetings. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

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.

Jennifer Dallas is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Joseph Mendes is a financial advisor with J.P. Morgan Securities in Bloomingdale, IL, holding Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. since 2021, as well as prior positions in wireless communications and retail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.