Brett Salzer is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with Raymond James & Associates in Deerfield, IL, where he has worked since 2019. Prior to that, he was with Mesirow Financial, Inc. from 2012 to 2019. In addition to his advisory role, Salzer serves as an adjunct professor at Roosevelt University, teaching undergraduate and graduate finance courses. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Benjamin is a CFP® and PFS™ credentialed advisor with 31 years of industry experience. He is currently a partner at The Hechtman Group, a CPA firm, and has held roles at Cetera since 2004 and Echales, Benjamin, & Simkin, LLP from 2007 to 2021. Benjamin serves as a board member for the Sedol Foundation, a nonprofit organization. He works with Cetera Investment Advisers LLC, an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Mara Gasher is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2017 and has prior experience at Northwestern Mutual and Bank of America, N.A. Outside of finance, she held a position at Starbucks for five years. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Marybeth Cremin is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and sophisticated modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Chris G. Atsaves is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Atsaves is involved with the American Hellenic Educational Progressive Association (AHEPA), a cultural and educational organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Blake Coleman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to understand their financial situations, goals, and needs, and collaborates in developing plans tailored to pursue these objectives. Blake has been with Fidelity Investments since 2021, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position. His experience encompasses client relationship management and financial planning within the firm. Outside of his professional work, Blake has personal interests in art, cars, fitness, and photography.

Ally Sipple is an Investment Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. In her current position, Ally partners with individuals and families to develop personalized financial plans that align with their goals and adapt to life changes, aiming to foster lasting confidence throughout their financial journey. Ally's professional focus is on helping clients work toward financial wellbeing through personalized guidance and a commitment to individual objectives. Outside of her professional responsibilities, she enjoys spending time at the beach, attending concerts, exploring food, engaging in social events with friends, watching movies, and traveling.

Steven King is a Certified Financial Planner® (CFP®) with 32 years of experience in the financial services industry. He has been with Ameriprise since 2008, including six years at the current firm entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing detailed Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients holding assets in Ameriprise Managed Accounts.

Laura Maatouk is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Steward Partners Global Advisory, TD Ameritrade, and J.P. Morgan Securities among other firms. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Alan Feutz is a CFP® professional with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2026 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. In addition to his advisory role, he is involved in a transportation business, ER Logix, LLC, which provides overhead container transportation solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research supported by LPL Research.

Steven Hyman is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nearly three decades with Securities America, Inc., while also operating his own business, Steven L. Hyman & Associates, Ltd., since 1986. Outside of his advisory work, he is a licensed notary. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by research and technology-driven strategies.

Andrew Chusid has been a Wealth Management Advisor since 2016, assisting clients in managing their wealth to meet individual needs through a comprehensive, goals-based approach. He focuses on understanding each client's objectives to design personalized financial strategies, addressing common challenges such as planning for retirement income, risk management, and legacy planning. Andrew's expertise includes college education planning, executive and equity compensation services, liquidity management, personal retirement planning, tax minimization, and managing new wealth. He employs a three-step process that involves planning for defined goals and unexpected events, executing personalized strategies, and ongoing review to ensure alignment with clients' evolving needs. He holds a Bachelor's Degree from Illinois State University and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew is involved with the Evanston Chamber of Commerce, Girl Scouts of Greater Chicago and Northwest Indiana, and Prairie State Legal Services. He lives in Evanston with his wife and daughter.

Aron Gorenstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles at Raymond James Financial and multiple investment management firms he has founded or managed. He also serves as a FINRA arbitrator and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Douglas Meyer is a CFP® with 41 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Meyer is the owner and producer of Douglas L. Meyer Productions, LLC, which produces Broadway shows. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives, including a Plan Level Investment Selection 3(38) discretionary option.

Mary Kate Simon is a financial advisor at Morgan Stanley with five years of industry experience. Her prior roles include positions at SG Americas Securities, LLC, Walker & Dunlop, and Marquette University. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to support client goals.

Michael Resnick is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Equitable Advisors. His prior experience includes roles at OSAIC, Alera Investment Advisors, Triad Advisors, Gcg Financial, and Securian Financial Services. He serves on the University Alumni Board at Brandeis University. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, offering advisory and brokerage services through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and manages a significant portfolio of both discretionary and non-discretionary assets.

Troy Grospitz is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

William Brandstrader is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Chicago Partners Wealth Advisors, Loyola University Chicago, and various service-oriented businesses. Outside of advising, he has worked in the hospitality sector, including at Yardhouse and North Shore Country Club. 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.

Michael Williams is a financial advisor with Equitable Advisors in Palatine, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved in in-store demonstrations for Consumer Demonstration Services at various Costco locations in the Chicagoland area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerance.

Stacey Woehrle is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is a member of the Women’s Club of Wilmette and works as a sales associate with Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor financial solutions based on clients’ goals, risk tolerance, and time horizon.