Gabrielle Fabre is a Series 66-credentialed advisor with Robert Baird & Co. in Winnetka, IL, where she has worked since 2018. She has seven years of industry experience, including roles at Newday Funds Inc., Tesla Inc., City Segway Toves, and GW University. Outside of her advisory work, she serves as the Treasurer of the French Alliance of NorthShore. Gabrielle is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research, manager selection, and advanced strategies including tax management and direct indexing.

Chad Fitzloff is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is president of Trees and Bees LLC, a timber farming business based in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Donald Klein is a financial advisor with Charles Schwab who holds the Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at TIAA-CREF from 2015 to 2019. Outside of his advisory role, he referees basketball games for the North Suburban Special Recreation Association. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Chavonta Parker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Parker worked at Jeniko Machine Works and 3d Industries, with earlier experience at Marking Specialist Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Christopher Folland is a financial advisor with Robert W. Baird & Co. in Northbrook, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, he is also involved as an employee in his family-owned business, Executive Inn of Jackson Inc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group which Folland is part of, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services featuring a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Ralph Liberatore is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2013 to 2021. He serves as a Board of Trustee for the Village of Kildeer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Esposito is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at the American Conservation Coalition for two years. 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, including specialized planning for business owners, sports and entertainment professionals, and clients with unique circumstances.

Matthew Roeser is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. prior to that. His background includes roles at Nuveen Securities, LLC and Michael Page, as well as experience associated with Indiana University Bloomington. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad product offerings.

Erich Gerlach is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He works with clients to prioritize, make, and implement financial decisions aimed at achieving their personal and family goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2012 to 2018. His career also includes positions at Citi Personal Wealth Management as a Relationship Manager and Investment Consultant, as well as roles at The Vanguard Group and US Bancorp Fund Services. Erich began his career in customer service and new accounts counseling at AnchorBank FSB. Throughout his career, Erich has developed experience in wealth planning, financial consulting, relationship management, and investment consultation. His work focuses on empowering clients through strong financial decisions that reflect their core values. Outside of his professional life, Erich enjoys biking, hiking, and traveling.

Michael Schaffer II is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing Services, LLC for seven years before joining his current firm. Outside of his advisory role, he assists in running Schaffer Management Services Corp., a business involved in managing a financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Matthew Hersh is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to joining Morgan Stanley, he was employed in engineering roles at Primera Engineers, Henneman Engineering, and Calvin, Giordano & Associates. Outside of his advisory work, he is a partner in a private family real estate holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.

Jillian Galfi is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary planning tools.

Christine Gregory is a Financial Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation and a Bachelor's Degree from Franciscan University of Steubenville. Christine focuses on connecting clients with the people, plans, and processes that align with their unique ambitions. Her work involves helping clients pursue personal financial goals, such as funding their children’s education, planning for retirement and potential healthcare costs, and developing personalized strategies to achieve long-term family objectives. She emphasizes simplicity and transparency in wealth planning to guide clients through the complexities of investing.

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined Equitable Advisors in 2025 and has experience in family-owned businesses outside the financial industry, including a dental practice and property management. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, emphasizing a mix of discretionary and non-discretionary advisory solutions primarily through LPL-sponsored programs.

Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities, he worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Outside of finance, he was involved with Texas JJ's LLC from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Loukis is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at TD Ameritrade and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Lawrence Schmitt is a financial advisor with LPL Financial holding Series 65 and Series 66 credentials and six years of industry experience. He has previously worked at B. Riley Wealth Advisors, Inc., B.Riley Wealth Management, Inc., Wipfli, LLP, BIK & Co., LLP, and Benham Ichen Knox. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Aaditya Patel is a financial advisor with Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked at Bankers Life and has experience in various roles including at Menards and Bradley University’s Intramural Sports Department. Equitable Advisors serves a wide range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Michael Phillips is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as employer-based corporate financial planning agreements.

Thomas Nowak is a CFP®-certified financial advisor with Charles Schwab, based in Northbrook, IL, and has 17 years of industry experience. He has worked with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.