Agam Jayantara is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Jayantara worked at Dillon Caplinger Shelter Insurance Agency and has been involved with Eternal Buzz Community. Outside of advisory work, Jayantara maintains an active role with Eternal Buzz Community. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, advisory services, and access to various asset managers.

Rochelle Dukas is a financial advisor at Morgan Stanley in Glenview, Illinois, with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Northern Trust Bank for 21 years before joining Morgan Stanley in 2022. Outside of her advisory role, she is the sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm uses structured planning tools and maintains a broad range of investment offerings, managing approximately $2.74 trillion in client assets.

Anne Rosean is a financial advisor with LPL Financial in Wilmette, IL, holding a Series 66 designation and three years of industry experience. She previously worked at Robert W. Baird for six years and has held a role at Marquette University. Rosean is also involved with Beacon Financial Services, Inc., a business related to her work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Dionne Braggs is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of advisory work, she owns a business entity that manages her practice expenses and is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, written retirement recommendations delivered by a centralized consulting team.

Erika Hoffman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she assists clients in understanding their comprehensive financial situations and helps clarify their future financial goals. Erika's experience at Fidelity Investments spans several positions, including Central Relationship Manager (2024-2025), Life Events Consultant (2023-2024), and Financial Representative (2022-2023). Through these roles, she has developed expertise in financial planning and client relationship management. Outside of her professional work, Erika has interests in museums, puzzles, and reading.

David Ruano is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. He has worked at Merrill since 2021 and previously held positions at Bank of America N.A., DePaul University, Chicago Park District, and St. Rita of Cascia High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Knott is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL in 2025, he spent over two decades at Newswire One, Inc. He serves on the board of the Sizzle Foundation, a nonprofit organization based in Galena, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Drew Cullum is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Cambridge since 2005. Outside of his advisory work, he is an independent insurance agent and serves as a committee member for the Village of Libertyville. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Brian Fay is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeffrey Myers is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 23 years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., and Securian Financial Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies within a non-discretionary advisory framework.

Mario Palacios is a financial advisor with Edward Jones in Arlington Heights, IL, holding the CFP® designation and Series 66 license. He has eight years of industry experience, including five years at Capital One prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million clients with a range of investment programs and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

Christina Chervenak is a financial advisor at Edward Jones in Des Plaines, IL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked for six years at TMC, a division of CH Robinson Worldwide. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research, planning tools, and simulation models.

Harris Mandel is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley 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 range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Edward Son is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jennifer Barberis is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 17 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

William Blyth is a financial advisor with LPL Financial in Chicago, holding a Series 63 designation and over 51 years of industry experience. His career includes long-term roles at Securities America, Inc. and Blyth & Associates, Inc., the latter of which he operated for 18 years before joining LPL Financial. 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 offers a variety of financial planning and investment management programs, utilizing both proprietary models and third-party subadvisors.

Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chloe Goodwin is a financial advisor at Charles Schwab with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Schwab, she worked in institutional research at Florida State University and has experience in both banking and wealth advisory roles within Charles Schwab. Charles Schwab 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts alongside a range of integrated brokerage, custody, and cash management solutions.

Mazin Habib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks within recommended strategies.