Dylan Ridle is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, he worked at Morgan Stanley Smith Barney LLC and has a background that includes roles in education and the hospitality industry. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.

Angella Jost is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she works as a yoga instructor for Yoga by Degrees. J.P. Morgan Securities provides institutional consulting services, including asset allocation advice and investment manager searches, to clients such as corporations and foundations. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Richard Scheflow is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Palatine, IL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 a Series 66 designation and with 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 at Trinity Lutheran Church in Huntley, Illinois, assisting with financial budget guidelines and policies. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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.

Brandon Trojanowski is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He also served seven years in the United States Marine Corps. LPL Enterprise serves a broad range of clients including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

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.

Bret Shannon is a financial advisor with Raymond James Financial Services Advisors Inc. based in Geneva, Illinois. He holds a Series 66 designation and has 10 years of industry experience, all with Raymond James. Outside of his advisory role, he is an independent contractor involved in client acquisition and planning for Morton Private Wealth Strategies Inc., and he is the CEO of Morton, Campbell, and Shannon, a support company serving Morton Private Wealth. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports small business retirement plans through its SIMPLE IRA Employer Advisory & Consulting Services program.

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.

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.

Harold Rosenblume is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2006. Rosenblume is also involved in private wealth management through a DBA affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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.

John Hong is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a sole proprietor and landlord managing investment properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning programs supported by structured discovery processes and advanced modeling tools, 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.