Jonathan Beaver is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with LPL Financial and previously worked at Wayne Hummer Investments LLC and Wintrust Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers.

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Robert Sieja is a CFP® with 30 years of experience in the financial services industry. He currently works at UBS Financial Services and was previously with LPL Financial for 18 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Amir Rahimi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank 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. The firm's advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations within its recommendations.

Ivanna Eksler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. Ivanna provides ongoing advice and adapts portfolios as clients' situations change to help manage competing financial priorities such as retirement, education funding, and legacy planning. Ivanna's areas of expertise include executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Ivanna earned a Bachelor's Degree from the University of Wisconsin System and completed accredited certificate programs at Northwestern University and the University of Chicago. In addition to her professional work, Ivanna speaks English, Russian, and Ukrainian. She enjoys activities such as dancing, music, pickleball, running, singing, skiing, tennis, traveling, and spending time with her family.

Michael Mcpeek is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and Global Overview. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad planning menu and proprietary research tools. The firm offers tailored recommendations and integrates advisory services with various financial products and referral channels.

Alec Bradley is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Evanston, IL. He has six years of industry experience, including prior roles at the University of Wisconsin and Warren Township High School. Alec is also involved as an independent contractor with two support companies, Bradley Investment Center and Bradley Private Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and nonprofit organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialty services in municipal and public finance.

Margaret Kukawski is a financial advisor with J.P. Morgan Securities in Glencoe, IL, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Joseph Herbruck is a Planning Consultant at Fidelity Investments, working from the local Investor Center in Highland Park, IL. In this role, he supports two Wealth Management Teams and their clients by reviewing and analyzing financial plans, providing education, and offering investment guidance to help clients work toward their financial goals. Joseph's experience in the financial services industry includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Representative at Lifetime Financial Growth. He also gained experience as a Qualified Plan Intern at Black Box Pension Advocates, LLC. Outside of his professional work, Joseph has interests that include family activities, playing musical instruments, music, pets, traveling, and volunteering.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Echales is a financial advisor at Cetera with 38 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His career includes roles at Genworth Financial Planning Corporation, EchaLes, Benjamin & Simkin, LLP, and The Hechtman Group. He operates an investment practice under the name EBS Wealth Management Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. His prior experience includes four years at PRUCO Securities and a role with JPMorgan Chase Bank, N.A. for over two decades. He was also involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Bradley Burrows is a financial advisor with J.P. Morgan Securities in Highland Park, IL, holding Series 66 and Series 63 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to his current roles, he worked at Enterprise Rent-a-Car and Chicago Land Pool Management. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and a combination of quantitative and qualitative research to tailor recommendations within a structured eligibility framework.

Sean Bjork is a financial advisor with LPL Financial in Deerfield, Illinois, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2009 and is also affiliated with Global Retirement Partners, LLC. Outside of his advisory work, he serves as a volunteer firefighter and EMT with the Lake Bluff Fire Department and coaches alpine ski racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Henryk Rawner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and the Law Offices of Zofia Rawner PLLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Marvin Somlo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the investment industry. He focuses on helping families navigate financial planning tailored to their unique goals and needs, including college education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Marvin holds an MBA from Loyola University Chicago and a Bachelor's Degree from Vanderbilt University. He maintains several professional designations and registrations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and FINRA Series 6, 7, SIE, 63, and 65 registrations, along with Life and Health licenses. He takes a client-centric approach by getting to know his clients and understanding their priorities to develop personalized strategies. Marvin integrates experience with ongoing advice and guidance as clients' needs evolve. Outside of his professional role, he enjoys pickleball, tennis, traveling, and spending time with his family.

Lambros Konstantellos is a CFP®-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. His prior work includes roles at TD Ameritrade, U.S. Bancorp Investments, and Charles Schwab. He serves as a parish council member for St. Haralambos Greek Orthodox Church, where he participates in governance and financial oversight. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Charles Rosen is a Series 66-licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has previously worked at Aegis Capital Corp and Marc Jacobson and Associates. Outside of advisory work, he holds a part-time operational role as Assistant Vice President at Marc Jacobson & Associates LLC and serves as a non-variable insurance agent with Eugene Cohen Agency Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Rita Maliekal is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. In addition to investment advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Catherine Gripper is a financial advisor with Equitable Advisors in Arlington Heights, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked for School District 25. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.