Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial, Inc. for seven years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Joseph Spiegel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and JPMorgan Chase Bank since 2017, with prior experience at BMO Harris. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm focuses on non-discretionary advice and incorporates an ESG eligibility framework in its investment recommendations.

Lissette Gomez is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1993 and serves as the senior partner of the GR Wealth Management Group. In her role, Lissette focuses on building long-lasting client relationships by thoroughly understanding clients' financial situations, priorities, risk tolerance, and goals. She and her team offer a comprehensive approach to wealth management, providing customized solutions and access to investment insights from Merrill and banking services through Bank of America. Her client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor in Merrill’s Investment Advisory Program, she manages custom investment strategies and selects appropriate portfolios to help clients pursue their financial objectives. Lissette resides in the Northern Suburbs with her husband and two sons. She supports various humanitarian and research organizations such as the American Cancer Society, United Way, and Special Olympics. In her personal time, she enjoys hiking, interior decorating, traveling, and spending time with her family.

Marlo Chambers is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Charles Schwab, and TIAA-CREF. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach includes tax-aware withdrawal strategies and asset allocation, supported by internal research and third-party data.

Johnny Johnson Jr. is an Investment Consultant at Fidelity Investments, where he has been working since 2024. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2024. His professional background includes roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. Johnny partners with individuals and families to develop personalized financial strategies aligned with their values and long-term objectives. He emphasizes listening, clear communication, and long-term relationship building, aiming to assist clients with retirement planning, wealth building, and navigating financial changes. Outside of his professional work, Johnny enjoys board games, family activities, fishing, football, golf, and reading.

Philipp Tippow is a financial advisor with Ameriprise in Libertyville, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of advisory work, he is a co-owner of PaxCo, a business involved in practice management. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s investment approach integrates proprietary research and third-party data to provide customized retirement income planning within a defined investment universe.

Chavonta Parker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Parker worked at Jeniko Machine Works and 3d Industries, with earlier experience at Marking Specialist Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Sitalakshmi Arumugam is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Ralph Liberatore is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2013 to 2021. He serves as a Board of Trustee for the Village of Kildeer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Esposito is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at the American Conservation Coalition for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique circumstances.

Macklin Larsen is a financial advisor at Edward Jones in Fox Lake, IL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at i3 Group from 2015 to 2018. He holds the Series 66 designation. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined Equitable Advisors in 2025 and has experience in family-owned businesses outside the financial industry, including a dental practice and property management. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, emphasizing a mix of discretionary and non-discretionary advisory solutions primarily through LPL-sponsored programs.

Tyler Prickett is a financial professional with Cetera and holds a Series 66 designation. He has one year of industry experience and has worked with several firms including Batt Financial Group Inc. alongside his current roles. Outside of his financial services work, he is an Associate Manager in retail phone sales at T-Mobile. Cetera Investment Advisers LLC is a nationwide advisory platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform utilizing both affiliated and third-party managers.

Douglas Winzelberg is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Outside of finance, he was involved with Texas JJ's LLC from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Aaditya Patel is a financial advisor with Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked at Bankers Life and has experience in various roles including at Menards and Bradley University’s Intramural Sports Department. Equitable Advisors serves a wide range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Sarah Miller is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services Inc and Brandt Financial Concepts. Miller has additional experience from a role at Genesis Hosting Solutions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Henry Wanner is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Michael Schachner is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at DePaul University for three years and was a professional golfer and self-employed from 2008 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.