Derek Brase is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, NA dating back to 2004. 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 delivers advisory services alongside brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Spencer Decker is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management. 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 solutions including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms such as the Bank Wealth Program.

Jill Strampel is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 66 designation and has been with Cetera and its affiliated entities since 2005. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Jayden Lekarczyk is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Prior to joining Merrill in 2026, Jayden held positions at LPL Enterprise LLC, Paramount Lead Solutions, and Bank of America, N.A. He has also been involved with Park Ridge Country Club and Park Ridge Park District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Karol Szuster is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Edward Jones from 2019 to 2022. Outside of his advisory role, he is an owner and partner of GeoOptics, a technology company that collects weather pattern data, though he holds no active role in the business. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Maria Garcia is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 32 years of industry experience. Her career includes 30 years at Pruco Securities, LLC and over three decades at Willis Corroon Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Adam Schoenwald is a CFP® with 20 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory work, he performs as a musician in musical acts on weekends. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Carlos Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a broad range of services.

Katie Buckler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1998 and 2007, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Reimann is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Ameriprise Advisor Services, and Citigroup Global Markets. He is also the owner of Edgartown, Inc., a business entity related to investment activities. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio models and strategies supported by research and technology tools.

Dariusz Caputa is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. He has been associated with Cetera and its affiliates since 2004 and has operated his own CPA and tax practice, Caputa & Associates, Ltd, since 2009. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Kimberly Ambrogio is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2012. Outside of her advisory role, she serves as a Midwest Ambassador for SAK Saum, a nonprofit supporting at-risk and trafficked individuals by promoting and selling their handmade products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

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.

Michelle Milliken is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. She has held prior roles at Securities America Advisors and Osaic FA, Inc. Milliken is also a Notary Public for Cook County, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Ronald Guidice is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. His prior experience includes roles at Jewel Osco and Peapod. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver algorithmically supported, non-discretionary retirement recommendations.

Joshua Allen is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2015 and J.P. Morgan Securities since 2012. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

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.