Tauras Martinka is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Brent Jablonski Allstate Agency, and various positions during his studies at the University of Wisconsin-Madison and University of Illinois at Chicago. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Giorgio Sanfratello is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley, ETRADE, and Millennium Trust Company, as well as full-time education at Loyola University Chicago. He also serves as a consultant for Handshake AI, a career network focused on enhancing large language models within specialized domains. 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 both model-based and discretionary investment strategies for a wide range of individual and institutional clients.

Douglas Leister is a financial advisor with J.P. Morgan Securities in Evanston, IL, holding a Series 66 designation and 12 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, Leister is an investor and partner in a restaurant venture in Chicago, although he does not participate in its operations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Allen Chan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Gromos is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Marlo Chambers is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Charles Schwab, and TIAA-CREF. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach includes tax-aware withdrawal strategies and asset allocation, supported by internal research and third-party data.

Karen Heisler is a financial advisor with UBS Financial Services in Northbrook, IL. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Heisler has worked at UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Christopher De Long is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2025. De Long has also been involved with DeLong & Associates, Inc. and its d/b/a Padgett Advisors since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment program platforms through a nationwide network of independent advisors.

Philipp Tippow is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, including both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Tippow is also co-owner of PaxCo, a management practice unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jerry Michaels is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 59 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of advising, he is an insurance agent offering accident and health, disability, fixed annuity, life settlements, and traditional life insurance products, and serves as trustee of an irrevocable trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and supports multiple advisory platforms, including access to third-party money managers and wrap programs.

Constantin Azman is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2018. He also owned Costa's Trucking Inc. for nine years and operates a separate accounting business through Primus Consulting, Inc. Additionally, he is co-owner of Language Quest Inc., a non-investment related venture. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Gabrielle Fabre is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, with prior roles at Newday Funds Inc., Tesla Inc., and GW University. Outside of her advisory work, she serves as the treasurer of the French Alliance of NorthShore. Baird’s DDK Group, where Fabre works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in assets under management as of December 31, 2025.

Chad Fitzloff is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is president of Trees and Bees LLC, a timber farming business based in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Patricia Moll is a CFP® with 36 years of experience in the financial industry. She has been with Ameriprise since 2005, currently serving as an advisor at the Park Ridge, IL office. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Paraskevas Sellis is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, JP Morgan Chase Bank, and JP Morgan Securities. Charles Schwab & Co., Inc. 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 relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a formal alternative-investment due diligence process.

Donald Klein is a financial advisor with Charles Schwab who holds the Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at TIAA-CREF from 2015 to 2019. Outside of his advisory role, he referees basketball games for the North Suburban Special Recreation Association. Charles Schwab & Co., Inc. serves a large client base, 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 advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sitalakshmi Arumugam is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Christopher Folland is a financial advisor with Robert W. Baird & Co. in Northbrook, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, he is also involved as an employee in his family-owned business, Executive Inn of Jackson Inc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group which Folland is part of, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services featuring a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Ralph Liberatore is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2013 to 2021. He serves as a Board of Trustee for the Village of Kildeer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Esposito is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Forest, IL, and has one year of industry experience. His prior roles include positions at the American Conservation Coalition and Charter Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services that include specialized planning such as business-owner transition and sports and entertainment planning.