Michael Kizman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income strategies. Michael works closely with clients to develop personalized financial plans aimed at helping them pursue their long-term goals. He holds a Bachelor's Degree from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). Committed to community involvement, Michael actively volunteers with local organizations. Outside of work, he enjoys baseball, basketball, chess, running marathons, swimming, and spending time with his family.

Erich Gerlach is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He works with clients to prioritize, make, and implement financial decisions aimed at achieving their personal and family goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2012 to 2018. His career also includes positions at Citi Personal Wealth Management as a Relationship Manager and Investment Consultant, as well as roles at The Vanguard Group and US Bancorp Fund Services. Erich began his career in customer service and new accounts counseling at AnchorBank FSB. Throughout his career, Erich has developed experience in wealth planning, financial consulting, relationship management, and investment consultation. His work focuses on empowering clients through strong financial decisions that reflect their core values. Outside of his professional life, Erich enjoys biking, hiking, and traveling.

Michael Schaffer II is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing Services, LLC. Schaffer is involved in managing his practice through Schaffer Management Services Corp. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a wide range of needs, including retirement, education, risk management, and specialized areas like business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations for clients, who may implement these through various brokerage and advisory programs.

Anton Atkinson is a Series 66-licensed financial advisor with LPL Enterprise in Rosemont, IL, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and NinjaTrader LLC, among other firms. He is also involved as an investment representative with Hunken Ewing Financial Group, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Hersh is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to joining Morgan Stanley, he was employed in engineering roles at Primera Engineers, Henneman Engineering, and Calvin, Giordano & Associates. Outside of his advisory work, he is a partner in a private family real estate holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.

Jillian Galfi is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary planning tools.

Rebecca Kwong is a financial advisor with Edward Jones in Hoffman Estates, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Christine Gregory is a Financial Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation and a Bachelor's Degree from Franciscan University of Steubenville. Christine focuses on connecting clients with the people, plans, and processes that align with their unique ambitions. Her work involves helping clients pursue personal financial goals, such as funding their children’s education, planning for retirement and potential healthcare costs, and developing personalized strategies to achieve long-term family objectives. She emphasizes simplicity and transparency in wealth planning to guide clients through the complexities of investing.

Richard Kaczor is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked with multiple firms including Avantax and Cambridge Investment Research. In addition to his advisory roles, he is the owner of Clearview Wealth & Tax Advisors LLC and president of Kaczor and Associates Ltd, which provides tax preparation, payroll services, and business consulting. He also oversees JC Family Construction Corp, a residential home rehab and remodel business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of management and advisory services through a multi-manager platform that includes both affiliated and third-party providers.

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles at Alterra Mountain Company, Gerry's Cafe, and Mount Prospect Golf Course. Lies is involved in a family-owned dental practice, Five Six Family Dental, where he provides occasional business support. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines proprietary and third-party advisory solutions without sponsoring its own wrap fee program.

Douglas Winzelberg is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Northwestern Mutual and various divisions within J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative manager due diligence and may incorporate an ESG eligibility framework.

Peter Loukis is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at TD Ameritrade and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Lawrence Schmitt is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and six years of industry experience. His prior work includes positions at B. Riley Wealth Advisors, Inc., B.Riley Wealth Management, Inc., and Wipfli, LLP. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Roberts is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2018 and has held roles at Alchemy Advisors, LLC and LPL Financial. Roberts is also involved as an independent insurance agent with various companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Nancy Szymula is a financial advisor with UBS Financial Services in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Aaditya Patel is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Bankers Life and held various other roles outside the financial sector, including a position with Bradley University’s Intramural Sports Department. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party managers.

Robert Churchill is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to individual client needs. He works closely with clients and their families to develop customized financial plans that adapt to changing circumstances and market conditions. Robert leverages the investment insights of Merrill along with the banking services of Bank of America to address various aspects of his clients’ financial lives, focusing on areas such as retirement planning, portfolio management, tax minimization, and socially responsible investing. With professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), Robert brings extensive expertise to his role. He holds a Bachelor's Degree from Syracuse University. His approach emphasizes simplicity, transparency, and a disciplined process to help clients pursue their financial goals. Outside of his professional work, Robert participates in his local community through involvement with the First Presbyterian Church of Arlington Heights and the Arlington Heights Youth Basketball Association. He enjoys spending time outdoors playing golf and racket sports, and values time at his summer cottage in Pentwater, Michigan.

Ashraf Abadir is a financial advisor with LPL Financial in Evanston, IL, holding Series 65 and Series 63 registrations and six years of industry experience. His prior work includes roles at BMO Bank NA, BMO Harris Bank, and Citi Bank. 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, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational and research tools.

Michael Phillips is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as employer-based corporate financial planning agreements.