Andrew Jen is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity and Capital S Consulting, as well as non-financial positions such as sports columnist and involvement with NewMedical Technology, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Philip Yun is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Inland Bank, and Woodbury Financial Services Inc. Yun is also the owner of Philip James Yun Inc., a business managing his Ameriprise practice. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Mathews is a financial advisor at RBC Capital Markets with 16 years of industry experience. His previous roles include positions at City National Bank, Aviva Investors, and as a fixed income consultant. He serves on the boards of two homeowners associations in Lake Forest, IL, including a role as president. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to client risk profiles.

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 and holds Series 65 and Series 63 licenses. She has 11 years of industry experience, all with Jpmorgan Chase Bank NA and J.P. Morgan Securities in Winnetka, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines 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 and is registered to engage in a broad range of securities activities.

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.

Oliver Grigg is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. He holds the Series 66 designation and previously worked in education for several years. 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 advice focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Matthys is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, bringing 19 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs a structured planning process using proprietary tools and provides access to broad investment solutions, managing approximately $2.74 trillion in client assets.

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.

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, where he has been serving clients since 1994. He has over three decades of experience working with high net worth individuals, families, and institutional retirement plans. Jordan focuses on developing creative and personalized strategies to help clients achieve their financial goals. He also collaborates with plan sponsors on evaluating record-keepers, investment options, and plan design to optimize retirement plans. Jordan holds a bachelor's degree from Indiana University and has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), and Chartered Retirement Planning Counselor (CRPC). His expertise covers corporate benefits, executive compensation, family wealth management strategies, and investment consulting for defined contribution plans. In addition to his professional work, Jordan is involved in community organizations such as the Bnai Brith Sports Lodge and Napa Flyin. He enjoys sports like 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.

Naomi Lynn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo affiliates since 2016. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. 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.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

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.