Paul Donato is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he manages a commercial real estate office used to support his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Ann Rieder is a CFP® professional with 29 years of experience, currently affiliated with Cetera. She is the founder and president of Regatta Wealth Management, where she has provided financial planning, investment management, and life insurance products since 2015. Rieder also volunteers teaching personal finance to inner-city Chicago students through Junior Achievement and serves as a financial professional for a National Football League Players Association advisor referral program. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Colleen Coonce is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she works as a fitness instructor for Jazzercise. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julie Segerson is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been associated with Cambridge Investment Research Advisors and related entities since 2004. In addition to her advisory work, Segerson serves as an independent insurance agent with Associate Planning Services, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, nonprofit organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party investment strategies.

Stefanie Synal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Adam Warkenthien is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at major firms including Bank of America, Merrill, and J.P. Morgan Chase. Outside of his advisory role, he serves as a board member for Ravinia Associates, a nonprofit focused on arts and culture in Highland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Ronald Schwartz is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Deborah Kraak is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities LLC and Tout A L'heure. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Jane Martin is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Investments from 2015 to 2024. Outside of her advisory role, she is a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management decisions.

Mary O'Brien is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding a Series 66 designation and 16 years of industry experience. She has been with J.P. Morgan Securities since 2012. 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.

Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she serves as a notary public and assists her local township assessor with property inspections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology solutions.

S. Randall Pavlatos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Cetera and its affiliated entities since 1988 and is currently the owner of S. Randall Pavlatos Accounting & Financial Services, Inc., a financial and accounting services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets.

Mary Witte Tabbert is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and First Midwest Bank. She is currently based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Martin Lefty is a financial advisor with Ameriprise in Glen Ellyn, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, delivered by a centralized consulting team in partnership with client advisors.

Thomas Waters is a financial advisor with Equitable Advisors in Deerfield, IL. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Equitable Advisors, he worked independently for ten years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Rod Loewenthal is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill for 22 years before joining UBS in 2017. Outside of his advisory role, Loewenthal serves on the Philanthropic Fund Committee of the Jewish United Fund and is involved with the District 112 Education Foundation, as well as serving as a political co-chair for the American Israel Public Affairs Committee’s Chicago donor efforts. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Skowronski is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he specializes in areas such as college education planning, legacy planning, personal retirement planning, and portfolio management services. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul earned both his Bachelor's degree and Master of Business Administration (MBA) in Finance from DePaul University. He is involved with professional organizations such as the Bull Valley Golf Club and the Union League Club. Additionally, he contributes to the community as a mentor in the Alumni Sharing Knowledge (ASK) program at DePaul University. Outside of his professional work, Paul enjoys playing baseball, gardening, golfing, listening to music, reading, and spending time with his family.

John Bochniak is a financial advisor with Merrill in Lake Forest, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America and AXA Advisors. Outside of his advisory work, he participates as a test subject in a Phase III clinical trial for an experimental drug. 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.

Kevin Fine is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and capital market assumptions developed by its Global Investment Committee.

Miyoung Yook is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she lectures at Purdue University and participates in activities with the Korean Cultural Center of Chicago. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with substantial investable assets. The firm combines proprietary research and modeling with personalized recommendations, emphasizing managed accounts and incorporating algorithmic tools overseen by an internal committee.