Christopher Wetterman is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following a decade at JPMorgan Chase Bank and affiliated entities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

William Holman Jr. is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and an industry experience of 31 years. His prior work history includes positions at City National Bank, Bank of America, NA, and Merrill. He is also the owner of WTL22 LLC, an entity formed to manage the proceeds from the sale of a family residence. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

John Hammond III is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is a limited partner in Los Concunos LLC, an investment vehicle focused on private equity funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services to support tailored client solutions.

Bradley Rish is a financial advisor with Morgan Stanley in Lake Forest, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Sur La Table, Insight Securities, and Hamra Enterprises. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Benjamin Perkins is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Mariani Landscape and Lake Forest College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Filip Momcilov is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Citibank. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Banuelos is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 registrations and with nine years of industry experience. His career includes roles at firms such as JP Morgan Securities, Fidelity Brokerage Services, Merrill, Bank of America, and PNC before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Lisa Pappageorge is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. 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 clients including individuals, high-net-worth individuals, and institutions.

Bruce Smith is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and possessing 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 and financial planning services that incorporate structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Dean Labelle is a financial advisor with Cetera who holds the Series 66 designation and has 26 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and also owns and operates Dean Labelle Accounting, providing accounting, bookkeeping, payroll, and tax services since 1992. Additionally, he serves as a music director and worship service planner for a religious organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Joni Spungen 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 been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in training to become an arbitrator and is a partner in Kahului Skies L.L.C. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Ryan Dundon is a financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at Ameriprise Financial Services from 2017 to 2024 and spent a year at The Ohio State University before beginning his advisory career. Dundon holds Series 65 and Series 63 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans for clients.

Alyssa Leemputte is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and with 12 years of industry experience. She has been with UBS Bank USA and UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and capital market models to tailor client plans.

Kyle Back is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Prior to his current position, Kyle held several roles at Thrivent Financial for Lutherans during 2021, including Financial Advisor, Financial Associate, and Associate Representative. Kyle holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients, focusing on trust, reliability, and competency as key elements of his professional approach. Outside of his professional work, Kyle has interests in baseball, comedy, concerts, fitness, football, and traveling.

David Hanold is a CFA charterholder with 25 years of industry experience. He has been with Hanold Asset Management, LLC since 2000. Hanold Asset Management is a firm that has operated with David Hanold as its principal advisor.

Laurence Kuhl is the sole advisor at Kuhl Investments Inc. in Lake Bluff, IL, holding the PFS™ designation and Series 65 license with 27 years of industry experience. He has managed Kuhl Investments since 1997 and also owns Kuhl Financial Services, a separate business providing tax preparation and comprehensive personal financial planning. Kuhl Investments Inc. operates as an independent firm focused on serving individual clients.

Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Patrick Scholz is the sole advisor at JH Kaufman LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has previously worked at Corhaven Technologies LLC and BCD Advisors. JH Kaufman LLC is an independent advisory firm providing investment management and educational seminars to a small client base of approximately 16 households. The firm combines ongoing portfolio management with financial-product sales and client education, operating at a boutique scale.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

Glenn Farkas is a financial advisor at Avista Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners, LLC and Avista Financial Network, Inc., where he serves as president and portfolio manager. Avista Wealth Management is an independent, single-advisor firm that provides investment advisory services primarily to individual clients, as well as pension, profit-sharing plans, and institutional portfolios. The firm customizes asset allocations and investment strategies to client goals and combines advisory services with brokerage and insurance solutions through its unique affiliations.