John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes a decade at Stifel before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions that incorporate research from Wells Fargo Investment Institute and third-party sources.

Jason Seldomridge is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at LPL Financial and Chase Investment Services Corp. Outside of his advisory work, he serves as Director of Operations at Alchemy Financial Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of discretionary and non-discretionary management platforms and proprietary model strategies.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Annette Rumas is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS Financial Services since 2014, with a brief gap in 2021. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elijah Rothschild is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at FTI Consulting and Indiana University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

John Messerschmidt is a Series 66-licensed financial advisor with Thrivent Investment Management in Barrington, IL, where he has worked since 2008. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans throughout his career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics without portfolio management. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Acceptance Now (Rent a Center LLC) and held various roles in education and retail. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as an advisor to multiple registered investment companies, and its management of model portfolios for Fidelity Institutional Wealth Adviser.

Mark Haussermann is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience, primarily focused on corporate retirement plans. Since joining Merrill in 2003, he has developed a corporate retirement plan practice aimed at delivering tailored financial strategies for both plan sponsors and participants. His advisory approach emphasizes fiduciary responsibility and personalized wealth management, working closely with clients to address their specific goals and challenges. Mark holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Colgate University. His expertise spans areas such as corporate benefits, executive services, employee financial health, retirement income strategies, and divorce transition planning. Outside of his professional role, Mark participates in community volunteer activities aligned with Merrill's tradition of community involvement. His personal interests include cooking, golfing, music, tennis, and spending time with his family.

Kenneth Lerner is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at several firms, including Fidelity Brokerage Services LLC and Feltheimer Cohn & Associates. Prior to his financial services career, he spent 13 years at GK Medical Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Lisa James Pope is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she directs the team in providing advisory and investment management services. She specializes in designing customized global financial strategies for affluent individuals and families, focusing on their primary objectives to develop and implement detailed, results-driven portfolios tailored to individual risk tolerance and investment policies. With over two decades of experience in financial services, Lisa holds certifications to offer Alternative Investments and is a Portfolio Manager, capable of managing personalized or defined investment strategies on a discretionary basis. She is a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Lisa received her Master's degree from Loyola University Chicago and her Bachelor's degree from Howard University. Prior to her financial career, she served ten years in the U.S. Army. Lisa is active in several professional and community organizations, including the Alpha Kappa Alpha Sorority Incorporated, DuSable Museum of African American History, Eta Creative Arts Foundation, and The Link Incorporated, Lake Shore Links Chapter. Her personal interests include interior decorating, music, painting, photography, and yoga. She emphasizes understanding clients' life priorities to create personalized financial plans that align with their family, goals, and aspirations.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank (formerly MB Financial Bank) for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income, using proprietary research, third-party data, and algorithmic tools.

Elizabeth Silverman Zurek is a financial advisor with Primerica Advisors based in Des Plaines, IL. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Beyond her advisory role, she owns and operates several businesses in large format printing and photography under ESZ Marketing Inc., Intellisource Inc., Color Image Inc., and Portraits by Liz LLC. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers. The firm supports its advisory services with discretionary portfolio management, trade execution, and account custody, operating at scale with thousands of advisors and billions in assets under management.

Michael Ryder is a financial advisor with Edward Jones in Glenview, IL, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Timothy O'Tooles and Levy Restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.