Sharad Salvaji is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to develop customized financial plans aimed at helping them and their families achieve their financial goals. Prior to his current role, Sharad worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023 and as an Investment Advisor at PEB Financial from 2014 to 2016. His experience encompasses various aspects of financial consulting and advisory services.

Michael Pozzi is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Securities America Advisors, Securities America Inc., and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes and account types.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan University. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adyna Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She has worked with Primerica Advisors since 2018 and also has experience with Chicago Public Schools and UCSN. Outside of her advisory role, she serves as a session facilitator for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Joseph Gallina is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has previously worked at Coyle Financial Counsel, Bank of America, Merrill, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their investment approach combines quantitative screening and qualitative research to develop model asset allocations with input from a centralized manager solutions team.

Kelley Hare is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Cetera Wealth Services, LLC, having joined in 2025, and previously worked with Avantax and 1st Global Advisors. In addition to her advisory roles, she is a partner and investor in real estate ventures through Oakton Building Group and Shamrock Building Group. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets across over 10,000 advisors.

Brett Meyer is a financial advisor at Ameriprise with 9 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and PNC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning.

Genevra Knight is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, and she has been involved with Porte Brown LLC since 1997. Outside of her advisory work, she serves on the board of Women Entrepreneurs Grow Global, a nonprofit focused on educating women business owners internationally. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various investment strategies and program structures.

Marta Skowronska is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2022 and has additional work experience as a self-employed nanny and in other self-employed roles. Her other activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying on model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through Pershing.

Ronald Zweig is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory role, he is involved with Warady & Davis LLP, a tax preparation and accounting firm. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a national network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 licenses and totaling 14 years of industry experience. His prior work includes positions at Bank of America, N.A., PNC Investments LLC, PNC Bank, and Waddell & Reed. He serves as the financial secretary at Batavia Covenant Church, managing tithes, deposits, and volunteer coordination. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Green is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Green also serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Keith Mitsch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent ten years at SKTY Trading, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jacob Hernandez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and BMO Harris Bank. 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 including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Joshua Newes is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera and CETERA Financial Specialists LLC. 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, third-party asset management, and institutional platforms.

Matthew Kooperman is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 14 years of industry experience with previous roles at Ameriprise Financial Services, Edward Jones, and Morgan Stanley. Outside of his advisory work, he serves as a trustee and agent of record for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm utilizes third-party program sponsors and offers a range of investment options, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Robert Bulman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and E*Trade Securities. Outside the financial sector, he has worked with several small businesses, including Vape Market LLC and Made Men Distributors, LLC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Betke is a financial advisor with Primerica Advisors in Grayslake, Illinois, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 2005. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.