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.

Jorn Erik Madsen is a financial advisor with Equitable Advisors in Oswego, IL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Stifel Independent Advisors, Mutual of Omaha Investor Services, Edward Jones, and Transworld Systems, Inc. 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 through LPL-sponsored and other TAMP platforms.

Steven D'alise is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the investment industry, beginning his career in venture capital in the mid-1990s focused on raising capital for a startup firm in the dental implant manufacturing sector. Steven joined Morgan Stanley in 2001, where he managed private and institutional assets before joining Merrill in 2007. At Merrill, he provides advice and guidance with an emphasis on wealth management, retirement planning, and institutional services to small business owners, bankers, doctors, dentists, and other professionals. Steven specializes in areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Boston College. Outside of his professional career, Steven resides in River Forest with his two children. He enjoys activities such as golfing, swimming, and attending his children's extracurricular events.

Juan Castaneda is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with a brief period at GoExceed in 2020. Outside of his advisory role, he has worked part-time at a restaurant, Rusells BBQ, located in Elmwood Park. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Raymond Meiers is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Centric Wealth Management, and roles outside finance such as at Eagle Brook Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as standalone or combined with managed-account programs, emphasizing periodic reviews and detailed written recommendations across a broad range of planning topics.

Tyler Mccoy is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL in 2021, he worked at Charles Schwab and Charles Schwab Bank between 2016 and 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.

Taher Assaf is a financial advisor at Mass Mutual Investors Services in Lisle, IL, holding a Series 66 designation and two years of industry experience. His work history includes roles at MassMutual Life Insurance Co, First Merchants Corp, and Breeze. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing clients with written recommendations based on detailed analyses and firm-approved tools.

Theresa Hahn is a CFP® professional affiliated with LPL Financial, based in Downers Grove, IL, with four years of industry experience. Prior to joining LPL Financial, she worked at Barcodes, Inc. for five years. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party subadvisors, and research.

Dennis Foley is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Herbst is a CFP® professional with over 40 years of experience in the financial services industry. He has worked at LPL Financial since 2005 and founded Herbst Financial Services in 2011. His career also includes leadership at Herbst Financial Advisors, Inc. from 2006 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 model portfolios and research from LPL Research and third-party subadvisors.

Marissa Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has held multiple roles at firms including Morton, Campbell & Shannon and MM Campbell Financial, Inc., where she serves as an officer. Outside of her advisory work, she is involved with supporting branch operations and client development through her roles in affiliated business entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal finance, and specialized retirement plan services.

Lade Kasim is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan affiliates since 2021. Outside of finance, he is the founder and owner of MISAK LLC, a fragrance line. 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 framework when recommending strategies.

Jeffrey Grange is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Based in Lisle, IL, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery and firm-approved tools, with advisory services centered on planning rather than individual security recommendations.

Wendell Claver is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies designed to help individuals and families preserve and grow their wealth through risk-efficient approaches tailored to each investor's goals. Wendell's expertise includes college education planning, executive and equity compensation services, family wealth management, retirement income strategies, and portfolio management. He has 15 years of experience as a professional trader, providing him with a deep understanding of financial market risks and asset allocation. Wendell holds a Bachelor's Degree from the University of Michigan and is designated as a Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Wendell is affiliated with the University of Michigan Crew Team and actively participates in community activities through Compass Church. He lives in the Chicago suburbs with his wife and three children, and enjoys biking, cooking, football, painting, running, scuba diving, skiing, traveling, volleyball, and spending time with his family.

Diane Mcmullin is a financial advisor with LPL Financial in Wheaton, IL, holding a Series 63 designation and bringing 38 years of industry experience. She has been with LPL Financial since 2009 and has operated a summer cottage rental business, Heaven on Hamlin, since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Bancroft is an Investment Consultant currently working at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Michael worked as an Engagement Financial Advisor at Deloitte from 2021 to 2024. In his professional capacity, Michael focuses on collaborating with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes understanding clients' objectives and addressing their concerns to help secure their financial futures. Outside of his professional work, Michael enjoys activities such as camping, family activities, fishing, fitness, football, and motorcycles.

Ryan Nietert is a CFP® professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has served in various roles since 2012, including positions at Oakcrest Capital LLC and Guardian Life Insurance Company. Nietert also operates as an independent insurance agent and is involved in a tax and accounting firm where he provides CPA and enrolled agent services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

Robert Rudnicki is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Scott Wickman is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options in its investment menus.

Roger Ryndak is a financial advisor with OSAIC based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He spent 54 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory work, he owns a sole proprietorship marketing various insurance products to his clientele. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services supported by advanced portfolio construction and management tools.