Martha Goodman is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 11 years of industry experience. Her prior work history includes roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Alexander Horwitz is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2017. Prior to his advisory career, he attended Illinois Wesleyan University. 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 and investment solutions, supported by a large national network of advisors and branch offices.

Parker Hoelscher is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and entrepreneurial experience at Monday's Bar. He holds a degree from the University of Wisconsin Madison. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm’s approach combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

William Zurek is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Securities America Advisors, Securities America Inc, and Community State Bank prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms using a variety of asset-allocation and portfolio management tools.

Garrett Koncan is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in community organizations including the Rotary Club of Gurnee and the Gurnee Chamber of Commerce. Ameriprise is an institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported planning tools to deliver customized retirement income recommendations.

Krupali Patel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. 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 applying an ESG eligibility framework in its investment recommendations.

Steven Simons is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Cetera and its affiliates since 1999. He is also the owner of Dennen & Simons, LLC, an accounting and tax practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Sylvia Jakubowski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. 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 an ESG eligibility framework.

David Kubica is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. outside of his advisory role, Kubica manages two residential rental properties in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm‑approved tools and modeling techniques.

Juliette La Voye is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance (Morgan Stanley) and AXA Advisors, LLC. Outside of finance, she has experience in the restaurant industry, including roles at Laura's Bar and Grille and Jake n Joes Sports Grille. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Mccarthy is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Credit Suisse Securities, and Morgan Stanley. He has an ownership interest in MCCARTHY 2012 INVESTMENT LLC, an investment-related entity involved in his mother’s estate planning. 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.

Gary London is a financial advisor with Ameriprise in Northfield, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, primarily to clients with Ameriprise-managed assets.

Michelle Place is a Wealth Management Advisor and principal of The Place Wealth Management Group, based in Northbrook, Illinois. She has been working in the investment industry since 2007, beginning her career in asset management at Morgan Stanley Asset Management. She joined Merrill Lynch Wealth Management as a Financial Advisor in 2010 and currently focuses on servicing and managing high net worth individuals and families. Michelle's expertise covers a range of areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, and tax minimization. She holds several professional designations including Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. She graduated from the University of Wisconsin-Madison with a degree from the School of Business and completed an Accredited Certificate Program at the University of Chicago. Outside of her professional work, Michelle enjoys dancing, ice skating, pickleball, yoga, and spending time with her family.

Maryann Mousheh is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked in dental practice administration and education before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with roles including oversight of affiliated and unaffiliated sub-advisers.

David Lammers is a Certified Financial Planner (CFP®) with 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 manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Wendy Baum is a CFP®-certified financial advisor with 17 years of industry experience, currently with Equitable Advisors since 2008. She co-founded and manages Infinity Strategic Partners, LLC and serves on the Board of Directors at First Bank Chicago. Additionally, she is a Certified Divorce Financial Analyst, providing specialized financial planning services related to divorce. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various advisory programs and third-party asset managers.

Noah Bahnsen is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his industry career in 2026. He has held multiple roles across financial and non-financial sectors, including experience at Strategic Advisers LLC, a Fidelity company. Outside of finance, his work history includes positions in education and community organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across various fund structures and model portfolios.

Ryan Fike is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2012, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Lee Cohn is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in managing several investment-related businesses focused on real estate in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.