Paul Murray is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Bank of America and Morgan Stanley. Outside of finance, he is involved in acting, auditioning for TV commercials and film/TV series. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Brittany Bossard is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in recommending investment strategies.

Leonard Gertz is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he held roles at Axa Advisors, Pruco Securities, The Prudential Insurance Company of America, Hyde Park Art Center, and Allstate Insurance. Equitable Advisors serves individuals—including non‑high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Gregory Pinsky is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, he serves on the finance subcommittee of the board of directors for BBYO International, a religious organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Meade Whitaker is a CFP® with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2009. He also operates as an independent insurance agent and is affiliated with Crampton Associates and Crampton Planning Partners, where he engages in advisory and estate settlement services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a variety of platforms and both proprietary and third-party investment strategies.

Yoav Sharon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He previously worked for Driehaus Capital Management, LLC for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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 applying an ESG eligibility framework in its investment recommendations.

Svitlana Botsyura is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 2003 and joined Merrill in 2010. Svitlana focuses on providing high-quality wealth planning experiences that simplify the complexities of financial life, with an emphasis on clear communication, transparency, trust, and excellent service. She works closely with high-net-worth clients and supports The Sheppard Group, recognized in the Forbes "Best-in-State Wealth Management Teams" list in 2024. Additionally, she has been named to the Forbes "Top Women Wealth Advisors Best-in-State" in both 2023 and 2024, as well as the "Top Next Generation Wealth Advisors Best in State" list in 2023. Her expertise encompasses a broad range of client focus areas including equity compensation services, family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, and services for endowments, foundations, and non-profits. Svitlana integrates a holistic approach to wealth management, incorporating home, health, leisure, and philanthropy aspects tailored to each client's goals. She holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Svitlana earned a Bachelor of Science in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. She is fluent in Ukrainian, Russian, and English. She is involved in community initiatives such as Better Money Habits, a Bank of America partnership with Khan Academy, and the Chicago Public Library Foundation Associate Council. Svitlana resides in the Wicker Park neighborhood of Chicago with her husband Brian and their rescue dog Chloe. Outside of work, she enjoys plant-based cooking, reading, traveling, biking, yoga, hiking, running, and skiing.

Roberto Barbanente is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009, including ten years at Morgan Stanley Private Bank, N.A. He serves on the Finance Committee for Clearbrook, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and serves clients through both direct and corporate financial planning agreements.

Steve Brunke is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank before joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing a vacation rental property. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Patrick Wald is a Financial Consultant at Fidelity Investments. He has held this role since 2026, following his tenure as an Investment Consultant at Fidelity from 2024 to 2026. Prior to joining Fidelity, Patrick worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024 and as an Investment Specialist at Merrill Edge from 2017 to 2020. Patrick partners with clients to understand their financial goals and develop customized financial plans that address their unique needs. He emphasizes client education and providing quality service to clients and their families, striving to maintain trust, reliability, and competency. Further details about Patrick's education, credentials, personal interests, or community involvement have not been provided.

Jordan Gelb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over three decades of experience working with families and corporations on their financial goals. Jordan focuses on creating personalized strategies to help clients optimize their compensation plans and protect their wealth from unnecessary risk exposure. His expertise includes corporate benefits, executive compensation, family wealth management, legacy planning, portfolio management, and retirement planning. Jordan holds a Bachelor's Degree from Indiana University and has earned multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His team employs proprietary financial models to help clients maximize the value of their benefits plans and navigate complex financial matters. In addition to his professional endeavors, Jordan is involved in community organizations such as Bnai Brith Sports Lodge and Napa Flyin. He resides in Northbrook with his wife and has two adult children. In his spare time, Jordan enjoys basketball, golfing, swimming, table tennis, and volleyball.

Evan Scherer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, following a year at PNC Investments. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by in-house due diligence and ESG eligibility processes.

Ryan Westphal is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Nicholas Koutris is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Northbrook, IL. He has been with Charles Schwab since 2020 and previously worked with Charles Schwab Bank, SSB. Outside of his advisory role, he is a sports official for youth baseball, softball, and basketball across the northwest Chicago region. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custodial services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset model portfolios and alternative investment due diligence.

Keeley Kandziora is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Morgan Stanley, First Republic, and worked at the University of Chicago Booth School of Business. 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, distribution, and investment management capabilities.

Mao Xia is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. Prior to joining Fidelity, Mao worked at Bank of America, Merrill, BMO Harris Bank, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies.

Omar Zaki is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in family real estate development ventures in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a broad national network of advisors and branches.

Michael Purdy is a financial advisor with Stifel in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1990. Outside of his advisory role, he serves as president and limited partner of Galvani Family Ltd. Partnership, a family partnership managing a commercial property in Northbrook, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy that incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Terrence Ruff is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Securities for 17 years. In addition to his advisory role, he serves as a board member and treasurer for a nonprofit organization and is a licensed insurance agent and notary public. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of integrated financial services and investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jason Gunther is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working out of Lake Forest, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.