Jonathan Sandlund is a financial advisor with Charles Schwab in Northbrook, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2026, as well as at Bank of America and UBS Financial Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Charles Douthit is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 15 years. In addition to his role at Cetera, he is affiliated with Coe Financial Group, where he also provides financial advisory services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jolene Bateman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience, including four years at Ross Financial Services prior to joining Merrill in 2018. She serves as a conservator and representative payee for family members. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

Paul Adams is a financial advisor with Edward Jones in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a member of the Kiwanis Club of Lake Bluff/Lake Forest. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

John Sikaras is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Darren Golde is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Armstrong Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked with Merrill since 2013 and Bank of America, N.A. since 2014. Armstrong also serves as a trustee for SEA and JFA Trust in Illinois. 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 plans, corporations, and charitable organizations.

Marcus Jean Simon is a financial advisor with Merrill based in Northbrook, Illinois. He holds the Series 65 and Series 66 designations and has 21 years of industry experience. Simon has been with Merrill since 2012 and is also associated with Bank of America, N.A. since 2010. Outside his advisory role, he is involved with an outside business organization based in Shorewood, Illinois. 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 a range of individual and institutional clients.

David Pike is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Bethany Lackey is a financial advisor at Merrill with 20 years at the firm and 13 years of industry experience. She holds a Series 66 designation and is based in Northbrook, Illinois. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Adam Barncard is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 20 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and modeling techniques.

Jennifer Fisher is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating personalized financial strategies tailored to the individual goals and circumstances of her clients. Her areas of expertise include college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. Jennifer holds several professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Northwestern University and a Master of Business Administration (MBA) from the University of Chicago. Beyond her professional work, Jennifer is involved with several community organizations such as Bernie's Book Bank, Daniel Murphy Scholars, Glencoe Community Garden, Glencoe Junior Kindergarten Executive Board, Glencoe Parent Organization Board, National Council of Jewish Women Next Generation Board, and New Trier Parent Association Board. Her personal interests include boxing, cooking, reading, running, scrapbooking, scuba diving, spending time with her family, and traveling.

John Pettis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm employs an ESG eligibility framework and offers non-discretionary advisory services delivered by a select group of wealth advisors.

Christopher Eilers is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves on the boards of two nonprofits, including Camp One Step by Children’s Oncology Services and eAngel Community, where he holds various leadership and finance committee positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

David Dosik is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at firms including SCF Investment Advisors, Inc. and MJ Financial Advisors, where he is also the owner. In addition to his advisory work, he is involved in the sale of long-term care insurance, fixed annuities, and life insurance as a fixed insurance agent. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment program platforms, operating as a multi-manager platform with more than $256 billion in assets under management and over 10,000 advisors nationwide.

Carol Passalaqua is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and having 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1995. Passalaqua serves on the executive board of the College of Lake County Foundation, where she has held roles including president and currently participates in finance and strategic planning committees. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets across various programs and specialties.

Joseph Rosario is a CFP® professional with 10 years of industry experience. He is currently affiliated with Cetera and is the owner of Shoreline Financial Partners, where he provides financial services. His prior experience includes roles at Fidelity Investments, Allstate, and several other financial firms. Rosario also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Ryan Paulsen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Jaime Fredman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a broad range of brokerage and advisory solutions supported by research and analytics.

Leo Khorolinsky is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2012. Outside of advising, he is involved in sports management as a personal manager and contract negotiator for fighters. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and capital market assumptions to tailor client strategies.