Maria Wojcik Llamas is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Financial Advisors and specialized tools.

Jeffrey Bobrowicz Jr. is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors. He has ownership interests in JJ BOB 56 LLC and Bobrowicz Wealth Management Group LLC, both based in Woodstock, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides services that include cash-flow, retirement, and niche planning areas such as business-owner transition and special-needs analysis.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with recommendations that may include ESG criteria.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

Clifton Mc Whorter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and founding Clif McWhorter & Associates. He is also involved with CHM Financial Services, a non-variable insurance business. 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 model portfolios, third-party asset management, and institutional platforms.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Wells Fargo since 2016. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Mark Manthey is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and OneAmerica Securities, as well as managing member and owner of Naythem Consulting, LLC, a contracting business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Derek Brase is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to develop asset allocation advice and manager searches, while clients retain final decision-making authority.

Jill Strampel is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been with Cetera Financial Specialists LLC since 2005 and with Cetera since 2014. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is a nationally registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Jayden Lekarczyk is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Prior to joining Merrill in 2026, Jayden held positions at LPL Enterprise LLC, Paramount Lead Solutions, and Bank of America, N.A. He has also been involved with Park Ridge Country Club and Park Ridge Park District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Adam Schoenwald is a CFP® with 20 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory work, he performs as a musician in musical acts on weekends. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Katie Buckler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1998 and 2007, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related 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 investment approach and centralized operational infrastructure.

Michael Reimann is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Ameriprise Advisor Services, and Citigroup Global Markets. He is also the owner of Edgartown, Inc., a business entity related to investment activities. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio models and strategies supported by research and technology tools.

Kimberly Ambrogio is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012, with prior experience at Merrill and Chase Investment Services Corp. Outside of her advisory work, she serves as Midwest Ambassador for SAK Saum, a nonprofit supporting at-risk and trafficked individuals in Cambodia through artisan product sales. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Michael Prosen is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Chase since 2007 and joined J.P. Morgan Securities in 2012. Prior to that, he was with Ameriprise for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Michelle Milliken is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. She has held prior roles at Securities America Advisors and Osaic FA, Inc. Milliken is also a Notary Public for Cook County, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Hernesto Gamino is a financial advisor with Edward Jones in West Dundee, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Niggemann is a financial advisor with UBS Financial Services in Barrington, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at UBS Financial Services since 2009 and was previously with Merrill from 2004 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products, including fee-based financial planning and alternative investments.

Ronald Guidice is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. His prior experience includes roles at Jewel Osco and Peapod. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver algorithmically supported, non-discretionary retirement recommendations.

Joshua Allen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG criteria within eligible strategies.