Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Northwestern Mutual and various divisions within J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative manager due diligence and may incorporate an ESG eligibility framework.

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. His prior work includes positions at B. Riley Wealth Advisors, Inc., B.Riley Wealth Management, Inc., and Wipfli, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides 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.

Aaditya Patel is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Bankers Life and held various other roles outside the financial sector, including a position with Bradley University’s Intramural Sports Department. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party managers.

Justin Gritmacker is a financial advisor at Cetera with Series 65 and Series 63 licenses. He has been associated with Cetera and its affiliates since 2023. Outside of his advisory work, he has connections to local agricultural businesses, including Richardson's Adventure Farm and Patyks Farm & Market. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

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.

Jeffrey Reis is a Wealth Management Advisor at Merrill Lynch Wealth Management with employment since 1996. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA) designations. His expertise encompasses a broad range of financial planning areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on integrating all aspects of clients' financial lives to provide advice tailored to their needs, goals, risk tolerance, and liquidity requirements. Jeffrey earned his bachelor's degree from Colorado State University. Outside of his professional work, he is interested in biking, camping, fishing, hiking, skiing, swimming, and traveling.

Sarah Miller is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Her prior roles include positions at Woodbury Financial Services Inc and Brandt Financial Concepts. Outside of financial advising, she has experience with Genesis Hosting Solutions, where she worked for over a decade. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Henry Wanner is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. He is based in Lake Forest, IL. 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 and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Cozza is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with 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 offers services through both direct client relationships and employer-sponsored plans.

Donald Huff is a financial advisor with Ameriprise in Evanston, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jared Tello is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he operates a YouTube channel documenting scuba diving. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies and model portfolios.

Michael Schachner is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at DePaul University for three years and was a professional golfer and self-employed from 2008 to 2019. 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, and manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Kelly Hacker is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wintrust Investments LLC, Charles Schwab, and Morgan Stanley Smith Barney 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Joann Allison is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2016 and also has a long-standing role at The Mail Center since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

David Chamberland is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 employs structured planning tools and firm-approved methodologies in its financial planning process.

Timothy Notaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years prior to joining LPL Financial in 2025. 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 other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Sabrina Lombardo is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm integrates structured planning tools and utilizes its Global Investment Committee’s resources to support client strategies.

Zoriy Reznikov is a Financial Consultant currently working at Fidelity Investments since 2014. He has accumulated over 25 years of experience in the financial services industry, holding various roles including Financial Representative and Investment Consultant at Fidelity, as well as positions at other firms such as Fifth Third Securities, Chase Investment Services Corp, Northern Trust Securities, and Merrill Lynch. Throughout his career, Reznikov has worked closely with clients and their families on a one-on-one basis, utilizing the Private Client Group and Premium model to develop, implement, and monitor long-term financial plans and investment strategies. His experience spans multiple facets of financial advising, trading, and portfolio management. Details regarding his educational background, credentials, personal interests, or community involvement were not provided.