Peter McCarthy is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Brentview Investment Management, Credit Suisse Securities, and Morgan Stanley. He is also a part-owner in a family estate planning investment entity. 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 serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Steven Andrews is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 66 licenses and 34 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he worked at Chase Investment Services Corp. for seven years and Banc One Securities Corporation for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities across derivatives and commodities.

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 at Fidelity with a Series 66 designation and one year of industry experience. He has held roles at several firms including Ausdal Financial Partners and Clarity Group Midwest. Outside of finance, he has experience working in education and community settings, including at multiple schools and a country club. Fidelity’s Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Sean Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Fifth Third Securities and Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Nehanda Julot is a financial advisor with Fidelity Investments, holding a Series 66 designation and seven years of industry experience. Prior to Fidelity, Julot worked at Bank of America, Merrill, and taught at Duke University and Duke University Press. Julot also serves as an instructor for a CFP board-certified financial planning course at DePaul University and is the founder of Wealth I Am LLC, which produces storytelling events and creative writing workshops focused on financial literacy. 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 systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing and advising on funds and model portfolios with oversight controls and specialized advisory roles uncommon among large institutional peers.

Jalisia Robinson is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and proprietary research tools.

John Lindquist is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Cetera since 2000 and operates John Lindquist Ltd CPA, providing tax preparation and supervision services since 1980. Lindquist also works as a CPA offering investment-related services alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Eric Thonn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping equity-compensated executives and business owners simplify their financial lives by addressing complex planning needs. His approach involves building long-term client relationships through consultative, tailored, and comprehensive strategies focused on multi-generational wealth transfer aligned with clients’ values and aspirations. Eric’s expertise includes long-term wealth strategy, equity compensation, business optimization, college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, and tax minimization. He holds the title of Senior Portfolio Advisor at Merrill, managing discretionary custom investment strategies to support client objectives. He began his financial services career in 2014 with State Farm and has served as a Financial Advisor with Merrill since 2018. Eric earned a Bachelor’s degree in financial planning from the University of Illinois at Urbana-Champaign and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional role, Eric volunteers as a mentor for young adults with Erie Neighborhood House. He enjoys spending time with his wife, Amy, and their dog, Chloe, engaging in activities such as golf, basketball, cooking, and attending concerts.

Tyler Lattery is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Collabera, and within the ISD 191 Burnsville Eagan Savage school district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Thomas Scherer is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes six years at SG Americas Securities, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and delivery of model portfolios through Fidelity Institutional Wealth Adviser.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Catherine Jones is a CFP® professional with 19 years of experience in financial advising. She is currently with Edelman Financial Engines and has worked within the Financial Engines and Edelman Financial Services organizations since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer both discretionary and non-discretionary investment management options.

Nicole Borovicka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2006 to 2017 and from 2022 to the present, and is also affiliated with Jpmorgan Chase Bank, N.A. No additional outside activities are noted. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities through its regulatory registrations.

Corey Klein is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, N.A., Banc One Securities Corporation, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a range of strategies including ESG frameworks and derivatives capabilities.