Grant Noble is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and previously worked at Guaranteed Rate for six years. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment needs.

Uriel Gonzalez is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His background includes roles at J.P. Morgan Securities, Bank of America, and Merrill. Prior to his financial career, he served in the Army for multiple years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mc Intyre is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Cetera Advisors LLC and Megent Financial. Outside of his advisory duties, he is involved with Delaware North Sportservice as a portable vendor. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Kenneth Demarco is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with Avantax Insurance Agency, Avantax Investment Services, Invesco Advisers, and Van Kampen Advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Peter Pashos Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. 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 financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

Carrie French is a Series 66 licensed financial advisor with J.P. Morgan Securities in Hinsdale, IL, bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also holds a role with JPMorgan Chase Bank, N.A. since 2007, following a brief tenure at Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with capabilities that include broader derivatives and commodities services.

Anna Higgins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her prior work includes long tenures at Wintrust Bank, N.A., Painewebber Inc., and Howe Barnes Investments, Inc. Outside of her advisory role, she is involved with Sessions, a home-based outside employment activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ane Mari Pintilie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her work history includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Stephen Smith is a financial advisor with UBS Financial Services in Hinsdale, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he is the proprietor of Sadie George LLC, a real estate venture in Mountain Village, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based strategies to tailor financial plans to client goals and risk tolerances.

Teresa Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her background includes roles at Bartolini's Restaurant & Catering, Tupperware, and various insurance carriers, alongside six years with Waddell & Reed Inc. She manages a business entity focused on tax and investment matters outside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, integrating advanced tools for operational support.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria in their recommendations.

Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside its financial advisors.

Bryan Zic is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of advising, he is involved in web design and engages in real estate wholesaling. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships.

Robert Robertson III is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Equitable Advisors LLC and has diverse experience including roles outside finance such as positions at Elmhurst Brewing Company and Doc’s Victory Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a variety of financial planning and asset management options, utilizing proprietary research tools and advisory platforms to serve a broad client base.

Susan Zick is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in delivering a comprehensive approach to wealth management that begins with understanding a client’s financial situation, family, and priorities. Susan collaborates with clients to create personalized strategies designed to be flexible and responsive to changing needs and market conditions. She also provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Her areas of focus include college education planning, divorce transition planning, legacy planning, LGBT wealth planning, management of new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Susan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her high school diploma from Benet Academy. Outside of her professional work, Susan has interests in boating, golfing, photography, reading, and scrapbooking. Her approach centers on understanding clients’ life priorities to develop financial plans aligned with their goals and aspirations.

Thomas Northey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Before joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for a decade. Outside of financial advising, he is an account manager at Crown Lift Trucks, a forklift sales and service company, and is the owner of TMNA Wilwin Corp, which operates as an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with a focus on both discretionary and non-discretionary investment solutions.

Kurt Berg is a financial advisor with Edward Jones in Frankfort, IL, holding Series 63 and Series 66 designations and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in property investment through KWDB, LLC, where he manages lot purchases and facilitates home building and sales in collaboration with a family member. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.

Andrew Jones is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Orland Park, IL. His prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and The Retirement Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and annual reviews, focusing on dependable income sources and tax-aware withdrawal strategies.

Jay Ferguson is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Raymond James Financial Services and Edward Jones. Ferguson also operates Ferguson Hill Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.