Shweta Jain is a Financial Advisor at Merrill Lynch Wealth Management, where she assists clients in achieving their financial goals through personalized and holistic retirement and investment planning. She works with professionals, business owners, and families to develop strategies that integrate various financial aspects into a cohesive plan aligned with their long-term objectives. Jain offers guidance in areas such as college education planning, family wealth management, retirement income, tax minimization, and small business strategies. Jain holds a Bachelor's degree from The School of the Art Institute of Chicago and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a member of the Executives' Club Of Chicago. In addition to her professional role, Jain is involved in various community activities such as supporting special children's charities, participating in marathon events with Achilles International, and volunteering with organizations like the Greater Chicago Food Depository and the Susan G Komen Breast Cancer Foundation. She enjoys cooking, dancing, golfing, painting, photography, pottery, woodworking, traveling, spending time with her family, and watching movies.

Justin Yackey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Vivid Seats, International Sports Management, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gerald Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is president of Gerald W Muldoon Group Inc., which manages the operations and finances of his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Zachary Pickren is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining J.P. Morgan in 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Thomas Klupchak Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in roles outside the financial industry, including at Temperature Equipment Corporation and through community involvement with Infant Jesus of Prague. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver both advisory and brokerage solutions.

Paras Gautam is a financial advisor with Ameriprise in Westmont, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he serves on the Board of Directors and as Secretary for the Fairfield VII & VIII Homeowners Association. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Donald Kent is a financial advisor with Equitable Advisors in Marengo, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2017, following prior roles with Axa Advisors. Outside of his advisory work, he owns and operates Tall Corn Alpacas, LLC, a farm business focused on raising animals for fleece production and sale. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

Leon Vaughn is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 credentials and one year of industry experience. His professional background includes roles at Primerica Financial Services, Vaugh Global Solutions, Central Transportation LLC, Staffinders Inc, and Safer Foundation. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.

Nicholas Maley is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Huntington National 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 advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Douglas Ulrich is a CFP®-designated financial advisor with 24 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Jelord Henderson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2015. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Marianne Veenstra is a financial advisor with UBS Financial Services in Oakbrook Terrace, Illinois, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services and Northwestern Mutual Investment Services. Veenstra also acts in fiduciary roles such as trustee and personal representative. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Karen Feinblatt is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities in Wheaton, Illinois. She has been with JP Morgan Chase Bank, NA since 2013. Outside of her advisory role, she is involved in managing farmland rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Bill Heart is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and OSAIC for one year before joining LPL Financial. Outside of his advisory work, he also engages in internet sales through an Ebay business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Arthur Karman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC during the same period. Karman operates a separate business under the name KARMAN & ASSOCIATES. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage services.

Philip Schlitter is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at National Life Group and Equity Services Inc, as well as work related to Bradley University. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alexander Gendron is a CFP® professional with 10 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

Vivian Skawinski is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.