Patrick Hoch is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dragos Stoicescu is a financial advisor affiliated with Merrill Lynch Wealth Management. He brings over twenty-five years of experience in the financial industry, with a background encompassing banking, insurance, lending, and advisory services. This extensive experience equips him to adopt a holistic approach to clients' finances, assisting them in connecting to relevant resources and services across the Bank of America enterprise. Born in Eastern Europe, Dragos completed his bachelor's degree at the University of Illinois System. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise includes retirement income planning, college planning, wealth transfer, tax efficiency, executive compensation, insurance, disability, and long-term care. Outside of his professional duties, Dragos dedicates time to raising his daughter and caring for his aussie doodle. He enjoys boating, cooking, hiking, music, reading, swimming, and traveling, often exploring local foodie experiences. Dragos is active in community volunteering, supporting organizations such as the Anti Cruelty Society, Chicago Botanic Garden, Feed My Starving Children, Greater Food Depository, Journeys the Road Home, Paws, and REACH Food Pantry.

Ranjeet Rai is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2019 and has prior experience at Bank of America, Merrill, and involvement with local school districts and the YMCA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Michael Kline is a financial advisor at Edward Jones in McHenry, IL, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at TD Ameritrade and Edward Jones Investments, as well as involvement in collegiate athletics at the University of Colorado Boulder and University of Nebraska. In addition to his advisory work, he serves as Membership Chair for the PROPS Referral Group, focusing on recruiting and onboarding new members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Cameron Hubbard is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He previously worked at CETERA Advisor Networks LLC and has been associated with Exemplar FN since 2010. Outside of his advisory role, he serves as a city council member and holds a nonprofit board position in Crystal Lake. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

Canary Chia is a Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the financial services industry. She specializes in comprehensive wealth management, providing guidance to successful professionals to help grow, preserve, and manage wealth through a disciplined process. Her expertise includes areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, and personal retirement planning. Canary is proficient in utilizing alternative investments and sophisticated third pillar products to hedge risk in challenging market conditions. Canary earned both her Bachelor's degree and MBA in finance and economics from the University of Chicago. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Korean and is a member of the Soul of Money Institute. A long-time resident of Barrington, Illinois, Canary and her husband Tim have three children. She is involved in the community as a co-coach for First Lego Robotics. In her personal time, Canary enjoys skiing, practicing yoga, and playing pickleball.

Christal Vargas is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services, Dew Wealth Management, and Private Advisor Group, among other firms. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and risk planning. Advisors utilize Wells Fargo research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Frank Mccabe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. He is based in Barrington, IL. 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.

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

Erik Gullickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he is involved in tax preparation through two businesses and serves as the Chair of the Finance Committee and a Board Member for The Conservation Foundation, a nonprofit focused on land and water conservation in northern Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs fact-finding, risk profiling, and modeling tools to deliver tailored, non-discretionary planning and consulting.

Mark Mascharka is a financial advisor with J.P. Morgan Securities in Cary, Illinois, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joseph Nabozny is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Nabozny also operates a tax preparation and accounting business, Exemplar Accounting & Tax, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.

Leonard Dedo is a Series 66 credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2005. He serves as secretary for the Lake Forest-Lake Bluff Rotary Club Foundation, a local charitable organization focused on community service. Additionally, he is a co-manager of Carlisle Partners LLC, involving real estate investment activities. UBS Financial Services Inc. provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to capital markets. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and multiple service platforms.

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christine Mallul is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2023, she worked for Sigma Planning Corporation and Sigma Financial Corporation for 12 years. She is also the owner of CCM Services Inc., a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Amir Rahimi is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Richard Gnivecki is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield Illinois. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to deliver tailored, non-discretionary advice through a centralized consulting team.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.