Thomas Temple is a financial advisor at UBS Financial Services in Northbrook, IL, with 39 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages portfolios with both discretionary and non-discretionary approaches.

Keeley Brogan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her career includes multiple roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA dating back to 2007, as well as time at Fernwood Management LLC from 2019 to 2021. 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 an ESG eligibility framework in its approach.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

Bradley Lazar is a financial advisor with Equitable Advisors in Deerfield, IL, holding the CFP®, ChFC®, and Series 66 credentials and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Outside of his advisory role, Lazar serves as president of his local homeowners association board, mentors students through Delta Sigma Pi at the University of Iowa, and teaches undergraduate business courses as an adjunct professor at Carthage College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement many investment models.

Marc Schock is a financial advisor with LPL Financial in Barrington, Illinois, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2021 and has prior experience at BMO Harris Financial Advisors, Inc. and BMO Harris Bank NA dating back to 2005. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Noah Fishbein is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at UBS Financial Services and Strategic Wealth Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and affiliated research resources.

Charles Kilborn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as an advisor and primary point of contact for families and individuals, working closely with clients to ensure their financial needs are addressed. His responsibilities include developing individualized financial plans, researching equity and fixed-income managers, and tracking portfolio performance. Charlie earned his Bachelor’s degree from Trinity College in Hartford, Connecticut, graduating cum laude. He was a four-year member and senior captain of the men's tennis team during his time there. He also completed Northwestern University’s certification program in Financial Planning and holds the CERTIFIED FINANCIAL PLANNER4 designation granted by the Certified Financial Planner Board of Standards, Inc. Outside of work, Charlie volunteers with Care for Friends by serving meals to those in need. He enjoys racquet sports, including paddle, tennis, and pickleball, and spends time with his family.

Timothy Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and was previously employed at JPMorgan Chase Bank, N.A. from 2009 to 2017. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Muneera Dawood is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Andrew Curry is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and over 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, he is involved as the sole proprietor of a publishing business and is a partner in Cachufa Games, a retail and online gaming store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kevin Rieger is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joseph Boyko is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Cetera and its related entities since 2010. He also serves as a financial professional and head of business development at Barbara E. Charal and Associates, Inc., and is involved with Genova Wealth in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Dale Stern is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over two decades at Harris Investor Services Inc and Harrisdirect LLC. 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. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

James Glenn is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non–high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Stephen Rudman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. He is based in Deerfield, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and investment models to support financial plans and manages approximately $2.74 trillion in client assets.

Timothy Womack is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1991, bringing extensive experience in helping clients with retirement income planning, cash flow management, fixed income strategies, and a variety of wealth management needs. His role centers around assisting clients and their families in achieving their lifestyle and financial goals. Tim's areas of expertise include college education planning, corporate benefits, executive compensation, family wealth management strategies, legacy planning, portfolio management, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Michigan State University. Outside of his professional work, Tim enjoys adventure sports such as biking, ice skating, running, and skiing. He also values spending time with his family and traveling.

Scott Verne is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Highland Park, IL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Adrian Little is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a range of advisory strategies supported by research and technology tools.

Kerri Duffy is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has been serving since 2017. She has extensive experience in wealth management and financial consulting, having held roles including Vice President Wealth Management Advisor and Vice President Financial Consultant at Fidelity Investments since 2004. Prior to that, she worked at Charles Schwab in various capacities from 1998 to 2004 and began her career as a Registered Representative at Olde in 1998. Kerri's professional focus is on understanding clients' unique perspectives and experiences to create a solid foundation for wealth planning strategies. She holds an Arkansas Insurance License and has developed expertise in private wealth management and financial consulting over her career. In her personal time, Kerri enjoys biking, family activities, playing musical instruments, caring for pets, and practicing yoga.