Canary Chia is a Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the financial services industry. She specializes in comprehensive wealth management, providing guidance to successful professionals to help grow, preserve, and manage wealth through a disciplined process. Her expertise includes areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, and personal retirement planning. Canary is proficient in utilizing alternative investments and sophisticated third pillar products to hedge risk in challenging market conditions. Canary earned both her Bachelor's degree and MBA in finance and economics from the University of Chicago. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Korean and is a member of the Soul of Money Institute. A long-time resident of Barrington, Illinois, Canary and her husband Tim have three children. She is involved in the community as a co-coach for First Lego Robotics. In her personal time, Canary enjoys skiing, practicing yoga, and playing pickleball.

Jeremiah Hare is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2016. 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. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Christal Vargas is a CFP® professional affiliated with Wells Fargo Advisors, with nine years of industry experience. She has previously worked at UBS Financial Services Inc., Dew Wealth Management, and several other firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm offers a broad range of planning services, using proprietary research and tools to develop recommendations, with implementation options available through various brokerage and advisory programs.

Jeffrey Auerbach is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC. He serves as president of a homeowners association board in Deerfield, Illinois. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models implemented by third-party managers and offers ERISA fiduciary services through credentialed representatives.

Andrew Henderson is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Advisors, and various positions within sports and hospitality organizations such as the Chicago Cubs, Phoenix Suns, and Chipotle Mexican Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process utilizes centralized due diligence with quantitative and qualitative research to develop customized asset allocation advice and investment manager searches.

Eric Gnippe is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved in entrepreneurial ventures including Evanston Masonry, LLC and KH OXI Fresh Carpet Cleaning. He also served with the Hinsdale Little League for four years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of AI and algorithmic methods, and formal governance procedures.

Norbert Filian is a financial advisor with Equitable Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers various investment solutions without sponsoring its own wrap fee program.

Alex Lee is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program structures.

Bryan O'Connor is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

John Garrity is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 credential and has prior experience at PepsiCo and Rust-Oleum Corporation. Merrill, along 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.

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

Leonard Dedo is a Series 66 licensed financial advisor with 22 years of industry experience, currently with UBS Financial Services where he has worked since 2005. He serves as Secretary for the Lake Forest-Lake Bluff Rotary Club Foundation, a local charity focused on community service and humanitarian efforts. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management to deliver tailored investment solutions based on proprietary research and capital market assumptions.

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Evan Flatto is a financial advisor with Charles Schwab, holding CFP®, ChFC®, and Series 66 designations and bringing 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory program and affiliated managed accounts.

Sarah Lehmer is a financial advisor with Edward Jones in Wilmette, IL, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she manages rental property responsibilities for a condominium in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Andrew Vitt is a financial advisor at Cambridge Investment Research Advisors with CFA® and Series 66 credentials. He has been in the industry since 2025 and also has experience with ST Andrews Capital Group, LLC and Traditum Group LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms, supporting both discretionary and non-discretionary management.

Trevor Santoro is a Series 65-licensed financial advisor at Edelman Financial Engines with six years of industry experience. Prior to joining Edelman Financial Engines in 2026, he spent ten years at Morningstar Investment Management LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment management solutions with an emphasis on diversified portfolios and long-term strategies.

David Zirko is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors Inc. and Dickholtz Wealth Management. He holds a notary license, which he offers pro bono services for to his clients. OSAIC Wealth provides services to a diverse client base including retail investors, retirement plans, charities, and corporations. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of advisory programs delivered through an extensive multi-advisor platform.

Daniel Schwarber is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients across the United States through a multi-generational wealth management team based in the Greater Los Angeles and Chicago areas. He works closely with clients to address financial challenges and life goals, focusing on areas such as corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, tax minimization, and retirement income. Dan began his career at Merrill Lynch Wealth Management in 2008 and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. He graduated from Cornell University with a Bachelor's degree in Economics. Throughout his career, he has helped clients plan for education, retirement, and philanthropy, emphasizing client education to empower financial decision-making. Dan was born and raised in Cleveland, Ohio, and remains a dedicated fan of Cleveland professional sports teams as well as the Cornell Big Red. He resides in Wilmette, Illinois with his wife Samantha and their daughter Dottie. In his free time, he enjoys golf, fishing, exercising, and outdoor activities.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.