Ezra Samuels is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to the solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Ezra holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Syracuse University.

Michael Doyle is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he spent 17 years with Woodbury Financial Services. Outside of his advisory role, Doyle owns a life, major medical, and disability insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and portfolio construction techniques to manage a range of investment types.

Donald Gaylord Jr. is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience, all at Edward Jones since 2004. He is involved in real estate investment through ownership of multiple properties in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Daniel Coil is a CFP® professional with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Dtc Group, Inc., Mark Karambelas, Chamber630, Flexible Benefit Service Corporation, various insurance carriers, and Waddell & Reed, Inc. Daniel is also involved with DTC Group in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Susan Pedersen is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. She has been with Merrill Lynch since 1991 and focuses on helping clients develop potential solutions and provide investment guidance for individuals, families, and businesses by understanding their short- and long-term financial objectives. Susan holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a graduate of DePaul University. Susan specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. She follows a disciplined process that begins with getting to know her clients and their financial situations to craft customized financial strategies aimed at helping them pursue their goals. Susan lives in DuPage County with her husband and two sons. She and her family are active in the community, supporting Christ Church and participating in local missions. She has committed to giving 10% of her time to help others with their financial goals without obligation or cost.

Frances Tillman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services Inc. and State Farm VP Management Corp. She also has experience assisting in financial planning and insurance sales through administrative roles at NorthPoint Financial Group and Camaioni Consulting. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and portfolio management services. The firm employs asset-allocation tools and supports multiple advisory platforms to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Christina Gilsinn is a financial advisor at Edward Jones in Wheaton, IL, with 10 years at the firm and five years of industry experience. She holds the Series 63 and Series 66 designations. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Butson is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 designation and eight years of industry experience. His prior work history includes four years at Edward Jones and roles at Itasca Bank & Trust Co and Integrated Facilities Solutions. 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, encompassing financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Lazaro is a financial advisor at J.P. Morgan Securities with 13 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 2011. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derek Meade is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Charles Schwab in Naperville, IL, returning to the firm after a brief tenure at Fidelity Investments. Outside of financial services, he is a brand ambassador for a business specializing in customized engraving on wine and liquor bottles. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combined brokerage, custody, and advisory platform with a client relationship model that includes both non-discretionary and discretionary managed account options.

Eric Dusseault is a financial advisor with Edward Jones in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Merrill, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Kyle Bonfield is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Edward Jones for five years and Comcast for eight years. Outside of advising, he is the owner and president of Bonfield Capital LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs including municipal and public-finance services.

Kristin McCracken is a Planning Consultant at Fidelity Investments, a role she began in 2024. Prior to this, she worked as a Financial Services Advisor at Merrill Lynch from 2019 to 2024. Kristin collaborates with clients to develop personalized financial plans that align with their individual priorities and needs. Her professional experience spans several years in the financial services industry, where she has focused on crafting comprehensive financial strategies with her clients. Kristin emphasizes understanding what matters most to each client to co-create tailored financial plans. Outside of her professional work, Kristin enjoys family activities, gardening, and traveling.

Maryan Khalil is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Money Concepts Capital Corp. and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jan Gewont is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 15 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and DWS Investments Distributors Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Masciopinto is a financial advisor at Ameriprise with 37 years of industry experience. He has held his current role since 2020 and previously worked at Ameriprise Financial Services, Inc. for 33 years. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Michael Koehler is a financial advisor at Wells Fargo Advisors in Hinsdale, IL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Growth Beverage Group, LP and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning across various areas, including retirement and business-owner transition planning, using proprietary research and tools.

Nicole Mackowiak is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked previously at Avantax Investment Services and 1st Global Advisors, and she currently manages operations at Porte Brown Wealth Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.

Jeffrey Becker is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a successor trustee for a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jonathan Blaisdell is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including its predecessor Axa Advisors, and spent a year at Ameriprise. Outside of his advisory role, he serves as Director of Travel Baseball for Lockport Boys Baseball, overseeing scheduling, recruiting, and planning on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of investment adviser representatives, utilizing both proprietary programs and third-party asset managers.