Steven Gatto is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is involved in private business ventures, including ownership of a private company and a family rental property investment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a variety of wrap fee advisory programs with customizable portfolio management and financial planning services. The firm integrates in‑house and third‑party investment managers and provides a range of options including tax management and responsible‑investing screens.

Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Krzysztof Piekarski is a financial advisor with Ameriprise in Golf, Illinois, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Piekarski & Associates, a consulting business based in Northbrook, Illinois. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations tailored to clients’ retirement income needs.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sondag is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on a committee with management and supervisory functions for 8 Rope LLC, a non-investment-related entity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm provides a wide range of services including wealth management, institutional trading, and capital markets activities.

David Kassner serves as Senior Resident Director and Wealth Management Advisor, focusing on delivering personalized financial strategies that align with clients' long-term goals. He brings experience in managing wealth, including areas such as retirement planning, college education planning, investment strategy, and tax minimization. David has been involved in the financial services industry since 1997, initially working with a global management consulting firm. Prior to joining Merrill Lynch Wealth Management, he specialized in advanced and institutional insurance and investment strategies. David holds a Bachelor's degree and an MBA from Northwestern University, including studies at the Kellogg School of Management. He possesses several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional affiliations include membership in the Exmoor Curling Club, the Northwestern University Leadership Circle Board, and the Professional Ski Instructors Association. He lives in Glenview, IL with his wife Barbara and three children. Outside of work, David is active in community organizations such as the Boy Scouts of America, the Glenview Park Foundation, and Northwestern University. His personal interests include curling, skiing, golfing, refereeing, hiking, soccer, music, traveling, watching movies, and spending time with his family.

Vicky Homatas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as SLM Investments LLC since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, and incorporates a broader range of regulatory registrations and derivatives capabilities compared to many institutional advisory programs.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Susan Weitzman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. She serves on the investment committee for Temple Jeremiah in Northfield, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse services including estate planning and models that utilize Monte Carlo simulations and secular return estimates.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors since 2022, following prior roles at LPL Financial and Express Line Corporation. His outside activities include involvement in investment-related business operations under the name REN & ASSOCIATES. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Robert Foltz is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He serves on the board of Youthbuild Lake County, a charitable nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, alongside integrated financial planning and brokerage services.

Amy Thompson is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has been with Cetera and Cetera Financial Specialists LLC since 2004. In addition to her advisory role, she is a CPA and provides tax and accounting services through Weiss & Thompson, PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Justin Mcintire is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. He worked at Merrill Lynch from 2006 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings and provides a broad range of capital markets services.

Martin Keidan is a financial advisor at Ameriprise with 42 years of industry experience. He has been with Ameriprise and its predecessor firms since 1983. Outside of his advisory work, he serves as a Little League coach for the Deerfield Youth Baseball Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Jing Ping Xu is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies for 14 years. Outside of advisory services, Xu has been involved with Dream Land Realty since 2001. 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 institutions. The firm supports investment adviser representatives with various portfolios and strategies, combining a broad financial services platform with extensive operational tools.

Tammy Butts is a financial advisor at Equitable Advisors with 28 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2001. She holds Series 63 and Series 66 licenses and serves clients from Deerfield, Illinois. Outside of her advisory work, she acts as an executor and trustee for family estates and holds power of attorney for her parents' financial accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs, including third-party asset managers and LPL-sponsored platforms, focusing on matching clients to suitable investment models while offering ERISA fiduciary services to qualified plans.

Gregory Petersen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii for seven years. Outside of his advisory role, he is involved in the operations of a family-owned business, Alpar Laboratories, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Matthew Callero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at OSAIC and Woodbury Financial Services, and he has operated his own entities such as Callero Capital Management Inc. since 2012. Outside of advising, he provides notary services through Matthew Callero Notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and advisory services including discretionary and non-discretionary portfolio management and access to both affiliated and third-party money managers.