Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Colin Bonnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing comprehensive wealth management services that begin with understanding each client's financial goals and personal circumstances. His expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Colin holds a Bachelor's Degree from Illinois Wesleyan University, where he studied Economics and played basketball. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is also a Personal Investment Advisor (PIA). He is active in professional and community organizations, including The Andrew Weishar Foundation and Big Brother Big Sister. In addition to his professional pursuits, Colin maintains involvement in basketball communities and enjoys personal interests such as cooking, football, golfing, reading, spending time with his family, and yoga.

Dominic Lopez is a Wealth Management Advisor with The HLA Group at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds the Certified Exit Planning Advisor (CEPA®) designation. Dominic applies a goals-based planning approach to assist clients in defining and achieving their personal financial objectives throughout their careers and into retirement. He and his team act as a central point of contact for clients’ banking, lending, investing, wealth planning, and estate planning needs. Dominic’s expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, portfolio management, and socially responsible investing. He follows a disciplined review schedule to help clients track their progress and adjust plans as life circumstances change. His professional recognitions include being named to the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list and contributing to The HLA Group’s inclusion in Forbes' "Best-in-State Wealth Management Teams" lists in 2023 and 2024. He earned dual bachelor’s degrees in Finance and Spanish from Missouri State University. Dominic resides in the River North neighborhood of Chicago with his wife, Colleen. He is a passionate fan of the Kansas City Chiefs and Arsenal of the English Premier League. Dominic is proficient in both Spanish and English.

John Becker is a Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate. In his current role, he partners with clients to understand their financial goals and develops customized financial plans to meet their unique needs. John has experience in financial consulting, investment advising, and relationship management. He holds an Arkansas Insurance License. Outside of his professional work, John is interested in family activities, football, golf, and skiing.

Thomas Hickey is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he partners with accomplished individuals and families to develop personalized financial strategies. He focuses on understanding each client's unique goals through meaningful conversations and combines advanced technology with goals-based wealth management to address areas such as retirement planning, education funding, and legacy planning. He holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Thomas is a member of the Union League Club of Chicago and is involved in community organizations such as Misericordia Home. Thomas prioritizes building lasting relationships that extend beyond market cycles and is committed to supporting clients as they navigate significant financial milestones. His approach reflects a dedication to treating clients like family and taking a genuine interest in their financial, professional, and personal lives.

Michael Riordan is a Senior Financial Advisor with Merrill Lynch Wealth Management in Chicago. He serves as a single point of contact for his clients, coordinating with a broader team of Investment Analysts, Bankers, and Lending Specialists to address clients' financial needs comprehensively. Michael takes ownership of client situations, advocating for their interests to help them achieve their financial goals. Michael’s experience includes assisting Bank of America's high net-worth clients as a Financial Solutions Advisor with Merrill Edge. His expertise encompasses employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor’s degree with a double major in Business Administration and Marketing from The University of Dubuque, where he also played college baseball, as well as an MBA from North Park University. Michael maintains his Professional Investment Advisor (PIA) designation. Outside of work, he enjoys golfing, attending sporting events, and spending time with his wife and two Goldendoodles.

Steven Rusnak is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in investment management, working with a diverse range of clients and firms. His expertise centers on client service, portfolio management, and research, through which he supports clients in managing and growing their assets while aligning with their risk tolerances to achieve long-term financial goals such as education funding, philanthropic giving, and retirement planning. Steven holds a Bachelor’s degree in Economics from the University of Michigan and an MBA in Finance from the University of Michigan—Ross School of Business. He is a Chartered Financial Analyst (CFA) charterholder and a Personal Investment Advisor (PIA). Steven is also active in his community, serving as a member of the steering committee of Beth Chaverim Humanistic Jewish Community and volunteering with organizations including the Girl Scouts of America. Outside of work, he enjoys outdoor activities such as hiking, cycling, skiing, and playing hockey.

James Kiwiet serves as an FSA at Merrill within the Merrill Lynch Wealth Management line of business. He is a Personal Investment Advisor (PIA), working directly with clients to develop tailored financial strategies. James helps clients identify their priorities and creates plans designed to pursue their financial goals. He holds a Bachelor's Degree from Grand Valley State University.

John Valverde is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant I. Prior to joining Fidelity, he worked as a Relationship Specialist at Charles Schwab in 2018-2019 and as a College Financial Representative at Northwestern Mutual in 2017. In his current role, John collaborates closely with clients to develop personalized financial plans that prioritize their goals and aspirations. He utilizes Fidelity's tools and resources to create investment strategies aligned with each client's vision of the future. His experience spans client relationship management and financial planning within prominent financial institutions. Educational background and personal interests were not provided.