Todd Bracy is a financial advisor at Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Daniel Iscra is a Wealth Management Advisor with over 25 years of experience in the financial services industry. He began his career at The Northern Trust Company in Chicago in 1988 and later earned his MBA from the University of Chicago Booth School of Business. In 2007, Daniel joined Merrill Lynch Wealth Management, where he focuses on helping clients achieve their financial goals through personalized wealth management strategies. Daniel’s expertise includes financial forecasting, budgeting, investment analysis, and socially responsible investing. He works closely with business owners and multi-generational families to assist in creating, preserving, and transferring wealth. He also supports non-profit organizations and families interested in aligning their investments with their values. His approach to wealth management involves collaboration with specialists in retirement planning, life insurance, trust and estate planning, and banking solutions offered through Bank of America NA. Additionally, Daniel partners with clients' CPAs and attorneys to ensure financial decisions align with their broader tax and estate plans. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree from the University of Illinois System and a Master’s degree from the University of Chicago. Daniel resides in Crystal Lake with his wife and four sons and is actively involved in leadership roles within community organizations related to church, education, children’s activities, healthcare, and community development.

Erik Feldhaus is a financial advisor at Merrill with 25 years of industry experience and a Series 66 designation. His career includes roles at Bank of America, BMO Harris Financial Advisors, J.P. Morgan Securities, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an employee for the Village of Rosemont, Illinois, assisting with traffic control for events. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Amanda Welter is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with oversight that addresses conflicts of interest.

Ross Krause is a CFP® professional with 10 years of experience in financial advising. He is currently with LPL Financial and has previously worked at firms including Edward Jones, Mass Mutual Investors Services, and Northwestern Mutual Investment Management. Outside of advising, he is a freelance writer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Jackson Tavenner is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 license with four years of industry experience. His previous roles include positions at Riverfront Investment Group, Alps Distributors, and Breakthru Beverage Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.

Mehmed Suta is a Financial Consultant at Fidelity Investments, where he has been working since 2016 in various roles including Investment Consultant and Relationship Manager. In his current position, he partners with clients and their families to develop comprehensive financial plans aimed at growing, managing, and preserving wealth. With a professional background spanning several years at Fidelity Investments, Mehmed focuses on building long-term relationships grounded in transparency, honesty, and trust. His approach involves collaborating with a dedicated team to help clients work toward their financial goals. Outside of his professional role, Mehmed has personal interests in biking, golf, and playing musical instruments.

Dwight Atchley is a CFP®-certified financial advisor with Edward Jones, based in Oak Park, IL, with 33 years of industry experience. He has been with Edward Jones since 2005. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tripp Turchik is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill Edge/Merrill Lynch and has experience outside finance with Accurate Electric Service. He serves as a Commission Member on the Special Events Commission for the Village of Arlington Heights, assisting in the planning and coordination of seasonal events. 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 delivers advice through a network of representatives, utilizing a range of advisory programs and third-party asset managers to meet client needs.

Amy Sloma is a financial advisor at OSAIC with 22 years of industry experience. She previously spent 28 years at Lincoln Financial Advisors Corporation. Outside of her advisory work, she owns and manages ARS Point of Sale, Inc., a small business. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party management strategies.

Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Larsen is a CFP® and ChFC® with 14 years of experience in the financial industry, all with Edward Jones since 2012. He is based in Park Ridge, IL. Outside of his advisory role, Larsen is involved in several non-investment ventures, including co-ownership of real estate properties and participation in private investment and acquisition entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party investment managers.

Anthony Catalano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their retirement goals and circumstances. He focuses on helping clients make informed decisions by carefully considering potential benefits and risks of various investment strategies. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2019. Prior to this, he worked as a Private Bank Relationship Manager at US Bank from 2017 to 2019, and as a Private Client Relationship Manager at J.P. Morgan Chase from 2007 to 2017. Outside of his professional role, Anthony has interests in baseball, family activities, fitness, food, and traveling.

Sung Han is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Mateusz Zajchowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions at Merrill Edge and New York Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, supported by a manager solutions team and an ESG eligibility framework.

Adam Gelbein is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at various firms including Avantax and currently serves as Fractional CFO for Dopple Labs, an AI-powered chatbot platform. Gelbein is also a partner at Jay Gelbein and Company, a certified public accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and investment options.

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Securities America Advisors and Securities America, Inc., and has operated Estate & Charitable Design Concepts Inc. since 2004. Davids serves as a volunteer mentor and non-profit board member for the Man Kind Project. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Alejandro Montero is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at BMO Harris, N.A., and Brightview Landscape Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated sub-advisers.