Blake Coleman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to understand their financial situations, goals, and needs, and collaborates in developing plans tailored to pursue these objectives. Blake has been with Fidelity Investments since 2021, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position. His experience encompasses client relationship management and financial planning within the firm. Outside of his professional work, Blake has personal interests in art, cars, fitness, and photography.

Ally Sipple is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. In her current position, Ally partners with individuals and families to develop personalized financial plans that align with their goals and adapt to life changes, aiming to foster lasting confidence throughout their financial journey. Ally's professional focus is on helping clients work toward financial wellbeing through personalized guidance and a commitment to individual objectives. Outside of her professional responsibilities, she enjoys spending time at the beach, attending concerts, exploring food, engaging in social events with friends, watching movies, and traveling.

Steven King is a Certified Financial Planner® (CFP®) with 32 years of experience in the financial services industry. He has been with Ameriprise since 2008, including six years at the current firm entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing detailed Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients holding assets in Ameriprise Managed Accounts.

Laura Maatouk is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 65 and Series 63 registrations. Her work history includes roles at Charles Schwab, Steward Partners Global Advisory, TD Ameritrade, J.P. Morgan Securities, and JPMorgan Chase Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by an integrated operational model and centralized custody and order-routing systems.

Alan Feutz is a financial advisor with LPL Financial based in Deerfield, IL. He holds the CFP® designation and has 24 years of industry experience, including 14 years at J.P. Morgan Securities and 21 years with JPMorgan Chase Bank. Outside of his advisory role, he is an owner and contractor with ER Logix, LLC, a transportation infrastructure company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning and access to model portfolios, combining extensive scale with diverse financial activities.

Steven Hyman is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following nearly three decades at Equitrust Financial Group and Securities America. In addition to his advisory role, he operates Steven L. Hyman & Associates, Ltd., providing tax preparation and accounting services, and is commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial products.

Andrew Chusid is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2016 and currently assists clients in managing their wealth to meet individual needs. Andrew follows a comprehensive approach that starts with listening to client goals and ensures every potential solution aligns with their objectives. His expertise encompasses college education planning, executive compensation, equity compensation services, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income strategies. Andrew emphasizes a goals-based wealth management process involving planning for both defined goals and unexpected events, executing personalized strategies, and ongoing review to track progress. Andrew holds a Bachelor of Science degree from Illinois State University. He is involved in community organizations including the Evanston Chamber of Commerce, Girl Scouts of Greater Chicago and Northwest Indiana, and Prairie State Legal Services. He resides in Evanston with his wife and daughter.

David Hubbard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Total Clarity Wealth Management and Cetera Advisor Networks. Outside of his advisory work, he has entrepreneurial involvement in several business ventures, including Exemplar Financial Network and Exemplar Accounting & Tax Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors who implement a range of investment strategies.

Theodore Woytowicz is a financial advisor with LPL Financial in Lincolnshire, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he participates in the Park Ridge Citizens Patrol. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of investment adviser representatives.

Jordan Micklow is a financial advisor with Edward Jones in Lake Forest, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Bruce is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and over 21 years of industry experience. Before joining LPL Financial in 2018, he worked at Cetera Advisor Networks and Ameriprise, and he concurrently serves in the United States Army Reserve. In addition to his advisory work, Bruce is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on providing scalable and customizable investment strategies supported by research and technology tools.

Aron Gorenstein is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial and his own entities, Argo Capital LLC and Gset, LLC. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Roshni Khory is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to her advisory role, she is involved in independent insurance brokering with Mass Mutual. Ameriprise is a large institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations.

Rex Ramirez is a financial advisor at Edward Jones in Arlington Heights, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in the mortgage and lending industry at Envoy Mortgage, Ltd, Ldwholesale (a division of LoanDepot.com LLC), and Homeward Residential Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and more than $1 trillion in assets under management.

Douglas Meyer is a CFP® with 42 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1995 to 2003. Outside of his advisory role, he produces Broadway shows through his own company, Douglas L. Meyer Productions, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mary Kate Simon is a financial advisor at Morgan Stanley with five years of industry experience. Her prior roles include positions at SG Americas Securities, LLC, Walker & Dunlop, and Marquette University. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client goals.

Michael Resnick is a CFP® and holds a Series 66 designation with 15 years of industry experience. He currently serves as a financial advisor at Equitable Advisors and has previously worked at firms including OSAIC, Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also a member of the University Alumni Board at Brandeis University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Troy Grospitz is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. 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 mix of non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Robert Teik is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with LPL Financial since 1997. Outside of his advisory role, he serves as Vice President and Treasurer for Ossanna Consulting Group, Inc., a consulting business where he dedicates part of his time. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary mandates.

Jeffrey Horwich is a financial advisor with Merrill in Glenview, IL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Merrill and Bank of America since 2016 and briefly at Cetera 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.