Melinda Boline is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with J.P. Morgan Securities since 2017 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Diaz is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors and Michael Fultz prior to joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online offerings.

Susan Kang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Prudential Insurance Company of America since 1997 and was associated with Pruco Securities, LLC for 27 years. Outside of advisory services, she is involved with A.S.K Financial and Insurance Services, focusing on health insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party managers and a range of financial planning and consulting services.

Brennan Harrington is a CFP® and Series 66 professional at LPL Financial with four years of industry experience. His work history includes positions at Prairie Sky Financial Group and Visual Six, as well as roles within educational institutions such as Elkhart Community Schools and Indiana University. 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 other institutions. The firm supports a range of investment strategies and offers technology tools for operational and research support while managing over $819 billion in discretionary assets through a large network of advisors.

Micah Shields is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association, since 2015. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Jeff Huntzinger is a financial advisor with J.P. Morgan Securities in Hinsdale, IL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joe Estes is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory work, he serves as a trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Loftus is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with Raymond James Financial and has held roles at Morgan Stanley and Wells Fargo Clearing. He is involved in multiple business entities related to his wealth management practice in Downers Grove, IL, including Independent Wealth Partners and Loftus & Preusser Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, and institutions. The firm employs a non-discretionary, goal-based investment approach utilizing analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Dave Eklin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he worked as a Financial Advisor at Edward Jones from 2013 to 2016 and as an Equity Options Derivatives Trader at Infinium Capital Management from 2009 to 2012. In his current role, Dave focuses on listening to his clients to understand their financial goals and collaborates with them to create, implement, and maintain financial plans that support their desired lifestyles. He leverages various resources to help clients work towards achieving their financial objectives. Outside of his professional work, Dave engages in family activities and enjoys fitness, football, golf, spending time at the lake, and photography.

Joseph Mendes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His background includes roles at JPMorgan Chase Bank and TCC Wireless, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for investment recommendations.

Peter Ledebuhr is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced advisor-focused tools.

Samuel Herr is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals and changing life circumstances. Samuel is committed to building lasting relationships through thoughtful guidance and comprehensive planning. With expertise in retirement planning, wealth accumulation, investment management, and wealth transfer objectives, Samuel helps clients navigate important financial decisions and life's major transitions. He focuses on disciplined planning and investment strategies to assist clients in staying on track towards their short- and long-term goals. Samuel holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, Samuel enjoys cooking, golfing, ice hockey, music, traveling, and spending time with his family.

Tyler Engel is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Wells Fargo Advisors, and the University of Illinois. Outside his advisory role, he is the owner of Engel Wealth Management LLC and works with Life Loyal Advisors on financial goal planning, both on a part-time volunteer basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party managers while offering services that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Todd Cherrington is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Federico Rodriguez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

David Soper is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Woodbury Financial Services, Inc. for 13 years prior to joining OSAIC in 2024. Outside of his advisory work, he is co-owner of Salon St. Clair, a hair salon operated by his spouse. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment vehicles, offering both discretionary and non-discretionary account management.

Brandon Self is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Ameriprise since 2009 and has been associated with H & R Block Financial Advisors, Inc. since 1999. Outside of his advisory role, he is involved in a business ownership activity unrelated to investment management. Ameriprise serves individuals approaching or in retirement, offering a specialized retirement-income planning service that provides detailed, non-discretionary recommendation reports. The firm employs a combination of research, modeling, and tax-efficiency analysis to support clients with assets generally exceeding $1 million.

Dylan Hicks is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at J.P. Morgan Securities for nine years and spent two years at DePaul College Prep. Hicks holds the Series 63 and Series 66 designations and is based in Chicago, IL. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Twidell is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager, demonstrating a progressive career in financial services since 2020. Prior to joining Fidelity, Jordan worked at Northwestern Mutual, where he served as an Associate Wealth Management Advisor and Financial Representative between 2016 and 2020. Throughout his career, Jordan has developed expertise in wealth management, investment consulting, and client relationship management. His professional focus is on providing diligent and personalized financial advice, treating each client's financial situation with individual attention. Outside of his professional work, Jordan has interests in cars, fitness, golf, and parenthood.

Richard Hanviriyapunt is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors (formerly Axa Advisors, LLC) since 2008. Outside of his advisory role, he volunteers as a tax preparer for the Thai American Association and is involved in tax preparation and notary services through his own business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diversified asset management programs. The firm utilizes both proprietary and third-party investment models and provides fiduciary services to qualified plans through a network of Investment Adviser Representatives.