Charles Margolis is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. He serves as a trustee and executor for various family trusts and estates. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Matthew Bappert is a CFP®-designated financial advisor with 10 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at BMO Bank, Premier Asset Management LLC, and 1834 Investment Advisors Co. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Eleni Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. She previously worked at Grosvenor Capital Management for 12 years and took a brief career pause before joining Equitable Advisors in 2021. Outside of her advisory role, she serves as managing member of Surrey Commons, LLC, an investment property entity, and is involved in estate administration for family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on aligning client profiles with appropriate investment models and fiduciary services.

Glenn Fischer is a financial advisor with LPL Financial in Evanston, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Citigroup Global Markets, Citicorp Investment Services, and Ameriprise. He also operates a DBA under the name Clear Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Brendan Mckenna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with MLB of Glenview, a local nonprofit organization focused on supporting charitable causes through community fundraising and volunteer efforts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ray is a financial advisor with LPL Financial in Lake Forest, IL, holding CFP®, Series 63, and Series 65 credentials and has 19 years of industry experience. His prior roles include positions at IHT Wealth Management, BMO Harris Financial Advisors, Fifth Third Securities, and Citigroup Global Markets. Outside of his advisory work, he provides technology-related consulting based on his experience at Fifth Third and BMO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

John Baldassari is a CFP®-certified financial advisor with 42 years of industry experience, currently with Morgan Stanley in Winnetka, IL. He has been with Morgan Stanley and its Private Bank since 2019, following prior roles at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that uses structured discovery conversations and firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

William Thoms IV is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at UBS since 2008, following prior roles at Leucadia Asset Management, Credit Suisse Securities, and Pershing. Outside of his advisory work, he serves as president of the Wisconsin chapter of the National Association of Stock Plan Professionals and is a field hockey referee for girls' high school games with the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management using proprietary research and operates as a broker-dealer, investment adviser, and futures commission merchant.

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.