Michael Reimann is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ameriprise Financial Services from 2009 to 2023. Reimann has also been involved with Edgartown, Inc., a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from LPL Research and third-party subadvisors.

Silvia Corral is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2010. 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. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 at UBS Financial Services with 22 years of industry experience. He holds a Series 66 credential and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

David Perrine is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since the beginning of his career in 1986. Dave works closely with high-net-worth families, business executives, and business owners to define priorities and pursue their short-range and long-range financial goals. His tailored strategies focus on client objectives, time horizons, liquidity needs, and risk tolerance, with an emphasis on asset allocation and diversification. Dave holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Finance from Illinois State University in 1986. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He lives in Lake Barrington with his wife Meredith, their son Eric, and their two dogs, Sparkle and Stella. Dave enjoys biking, music, photography, reading, watching movies, and spending time with his family. He also participates in community volunteer activities in line with Merrill's tradition of community involvement.

Olivia Hauser is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in education and other fields, including positions at Illinois State University and Mobile Therapy Centers of America. Fidelity’s Strategic Advisers LLC, where Olivia works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Jared Brooks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent since 2020. Prior to his financial career, he spent over a decade at Planes Moving and Storage of Chicago. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Mark Pautsch is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios along with customized strategies.

Ezra Samuels is a financial advisor at Merrill based in Schaumburg, IL, holding a Series 66 designation with four years of industry experience. His career includes roles at Bank of America and Zeigler Auto Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Donald Gaylord Jr. is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience, all at Edward Jones since 2004. He is involved in real estate investment through ownership of multiple properties in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Christina Gilsinn is a financial advisor at Edward Jones in Wheaton, IL, with 10 years at the firm and five years of industry experience. She holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Manfrin is an advisor at Robert Baird & Co. with three years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Guardian Life, MetLife Investors Distribution Company, and Unum. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and custody and brokerage services, employing a mix of manager-traded and model-traded strategies alongside tax management and direct indexing.

Kyle Butson is a financial advisor with LPL Financial in Roselle, Illinois, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and Itasca Bank & Trust Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

Kyle Bonfield is a financial advisor with Raymond James Financial, holding a Series 66 designation and having seven years of industry experience. He previously worked at Edward Jones for five years and Comcast for eight years. Bonfield is also the president of Bonfield Capital LLC, a support company based in Wheaton, IL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with many advisory relationships maintained on a non-discretionary basis.

Michael Masciopinto is a financial advisor at Ameriprise with 37 years of industry experience. He has held his current role since 2020 and previously worked at Ameriprise Financial Services, Inc. for 33 years. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Kevin Kelly is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Investment Services and LPL Financial. Kelly also leads Legacy Tax & Accounting, LLC, where he manages tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform combining affiliated and third-party investment strategies.

Ryan Hagan is a financial advisor with LPL Financial in Glen Ellyn, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2010. 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, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anum Melwani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Melwani worked at First Security Trust and Savings and JP Morgan Chase. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Fiorelda Doraku is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Merrill, Bank of America, JP Morgan Chase, and PKD Express LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joseph Mazzocchi is a financial advisor with Edward Jones in Schaumburg, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Community Trust Credit Union and Gold Coast Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.