Jonathan Peters is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models client outcomes, while generally acting in an advisory capacity for clients’ financial plans.

Manuel Madriz is a financial advisor at Merrill Lynch Wealth Management specializing in guiding high-net-worth individuals toward clarity and confidence in their financial lives. He focuses on helping clients define their goals and build tailored, disciplined strategies designed to achieve those objectives. Manuel employs a holistic approach to managing wealth, emphasizing the importance of understanding each client's priorities to develop customized financial plans. He holds FINRA Series 7 and Series 66 registrations and has earned the Certified Investment Management Analyst (CIMA) designation through the Investments & Wealth Institute in partnership with the University of Chicago. Manuel graduated magna cum laude with distinction from the University of Kansas, where he was awarded a Chick Evans Scholarship. Outside of his professional work, Manuel serves on the leadership council for the Evans Scholars Program. He resides in Lisle with his wife Morgan, their daughter Sofia, and their dog Bentley, and enjoys practicing Spanish, hiking, reading, and spending quality time with family and friends.

Randall Johnson is a financial advisor with Edward Jones in Libertyville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked for 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Rupali Agarwal is a financial advisor at Primerica Advisors with five years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2021 and is also the owner of TJ Outlet LLC, an online e-commerce business selling bullion, household items, and electronics. Prior to her current roles, she was self-employed in 2020 and has longstanding ties with Primerica Financial Services since 2005. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Robert Baldridge is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, operating under a fiduciary standard.

Zachary Powell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Community Unit School District 200 and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds-of-funds and model portfolios.

David Helfand is a financial advisor with Ameriprise in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Helfand serves on the Board of Directors for the Scleroderma Foundation Greater Chicago and chairs the Endowment Committee for Makom Solel Lakeside. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sean Gay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc., Blue Oak Financial Services, and Waterstone Financial Group, Inc. He has maintained a long-term involvement with Blue Oak Financial Services since 2004. 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, supported by a large network of investment adviser representatives.

Thomas Nahrwold is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, retirees, corporate executives, medical professionals, and businesses manage their financial affairs. Thomas works with clients primarily in the Chicago area and across the country, providing personalized wealth management strategies tailored to their long-term goals. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Thomas and his team employ a collaborative approach by offering clients access to multiple specialists in various areas of personal finance. They conduct quarterly reviews and annual meetings to ensure clients' goals are being met and make adjustments as necessary. To maintain and improve service quality, he participates in due diligence meetings, continuing education, business seminars, and team meetings. Thomas holds a Bachelor's Degree from Drake University and is a Personal Investment Advisor (PIA). He is active in the community as a Board Member of the Kenilworth Community Fund and participates in the Kenilworth Citizens Advisory Committee. He is a former Trustee for the Village of Kenilworth and was involved in the Public Safety and Finance committees. Additionally, Thomas has been an active leader for Kenilworth Cub Scout and Boy Scout Troop 13. His personal interests include fly fishing, cycling, cooking, gardening, and Chicago sports. He resides in Kenilworth, Illinois, with his wife and four children.

Jason Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2018, and previously at Chase Investment Services Corp. from 2005 to 2018. 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 includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

William Douglass is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes ten years at Bank of America and Merrill, followed by five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Aleksandra Nigro is a Series 66-registered financial advisor with 11 years of industry experience, currently with UBS Financial Services Inc. since 2013. She operates out of Northbrook, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Joseph Bertoni is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC 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, including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Seth Greenberg is a financial advisor at Merrill with Series 65 and Series 63 licenses. He has industry experience beginning in 2026 and previously worked at Learfield for seven years. His background also includes roles with the Kansas City Chiefs, Allstate Insurance, and Syracuse University. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Joseph Vitale is a financial advisor with LPL Financial in Arlington Heights, IL, holding Series 65 and Series 63 registrations. He has one year of industry experience, including roles at LPL Financial and Wintrust Bank. Outside of finance, he has worked as a server at Mister 01. 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 a range of financial planning and portfolio management solutions, supported by research and technology tools, and serves over 22,900 advisors nationwide.

Luke Slaughter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2015 and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Porter is a Senior Financial Advisor with experience in business development and relationship management. He previously worked as an associate in the Chicago Merrill Lynch Wealth Management office before joining The Porter Group in 2015. Kyle assists with analyzing mutual funds, structured products, and comparing performance results and asset allocation. He holds registrations including FINRA Series 7 and 66 and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of St. Thomas. Outside of work, Kyle supports Chicago sports teams and currently resides in West Loop.

Cynthia Mariscal is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC, RBC Capital Markets, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.