Kevin Anderson is a financial advisor at Charles Schwab with 22 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab since 1999 and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved with a local church finance committee and operates a small catering business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment strategies supported by centralized operational and custody infrastructure.

Dina Sarlas is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Nick's Embroidery and held teaching positions at Moraine Valley Community College, Saint Xavier University, and Carl Sandburg High School. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios for intermediary platforms.

Colleen Canny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has previously worked at Santander Securities LLC and JP Morgan Securities. Outside of her advisory role, she is involved with Canny Properties, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary.

Gulio Giometti is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Phillip Terrones is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. His prior experience includes roles at Chase Investment Services Corp. and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Thomas Currey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Outside of advising, he operates a real estate business as a sole proprietor. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering comprehensive financial planning that includes tailored strategies supported by firm-approved tools and modeling techniques.

Grant Snyder is a Series 66-licensed financial advisor with Equitable Advisors in Oak Brook, IL, and has 17 years of industry experience. He has been with Equitable Advisors since 2008 and was previously associated with Axa Advisors, LLC. Snyder serves on the boards of multiple education foundations, including the N.E.W. 200 Education Foundation, Maercker Education Foundation, and Kaneland Education Foundation, participating in fundraising activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a variety of advisory models and third-party asset managers, offering a broad range of investment options without sponsoring its own wrap fee program.

Stefan Strauss is a financial advisor at Morgan Stanley in Oak Brook, IL, with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Clearing Services LLC for seven years and has experience with several other firms dating back to 2015. 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 using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Adrian Fernandez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at BMO Bank and TCF Bank before joining Merrill in 2023. Outside of his advisory role, he is the owner and officer of F-Fulfillment LLC, a business involved in retail and online arbitrage. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William Seibold II is a Series 66-licensed financial advisor with Wells Fargo Advisors in Oak Brook, IL, and has 17 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Outside of his work at Wells Fargo, he co-owns Seibold Wealth Management Inc., a separate practice based in Oak Brook. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth thresholds, using proprietary research and planning tools to develop customized investment recommendations.

Curtis Magurean is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including BMO Harris Bank, Northwestern Mutual, and SII Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on integrating both advisory and financial activities at scale.

Alon Kim is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a member of the Board of Directors for the 1429 N. Wells Street Residence Association in Chicago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based 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-driven asset allocations in delivering client solutions.

John Seagraves is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior roles include work with Waddell & Reed Inc., various insurance carriers, and operating Seagraves Financial Group, LLC. Outside of his advisory duties, he has been involved with youth baseball associations and park district activities in Glen Ellyn, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive network of investment adviser representatives.

Lance Walker is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and a range of investment programs to serve its diverse client base.

David Charnot is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Merrill, Avantax, and Bank of America. Outside of his advisory role, he prepares tax returns through his business, Strategize Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts, offering varied portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Matt Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Primerica Advisors since 2013 and previously served with the Chicago Police Department for 18 years. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Ilhan Yargi is a financial advisor with Charles Schwab in Orland Park, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup, LPL Financial, and BMO Harris Financial Advisors. Charles Schwab serves a large client base, 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 and due diligence on alternative investments.

Megan Ginley is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 25 years of industry experience. She joined Wells Fargo Clearing in 2023 after an 18-year tenure at Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Grant Noble is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and previously worked at Guaranteed Rate for six years. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment needs.