Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and affiliated services under a fiduciary standard.

Paul Turner is a financial advisor with LPL Financial in Des Plaines, IL, holding a Series 63 designation and 42 years of industry experience. His career includes roles at Sigma Planning Corp., Sigma Financial Corporation, and ownership of Turner Financial Services and Paul E. Turner, Attorney at Law. He also maintains a legal practice alongside his financial advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

David Strutzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He is the owner of Strutzel Family Wealth Management and has prior experience at Raymond James & Associates. Outside of finance, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports 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 and operates a multi-manager platform that includes affiliated and third-party strategies with both discretionary and non-discretionary account options.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He also serves as co-trustee for his parents' family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and offers a mix of proprietary and third-party investment solutions.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Zachary Dalzell is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds, utilizing proprietary research and planning tools.

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial and brokerage services.

Chad Waynee is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. 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 large nationwide network of financial advisors and branch offices.

Matthew Wilson is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Foreside Fund Services, Aegon Asset Management, and Atrium Capital Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Joseph Spiegel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and JPMorgan Chase Bank since 2017, with prior experience at BMO Harris. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm focuses on non-discretionary advice and incorporates an ESG eligibility framework in its investment recommendations.

Lissette Gomez is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1993 and serves as the senior partner of the GR Wealth Management Group. In her role, Lissette focuses on building long-lasting client relationships by thoroughly understanding clients' financial situations, priorities, risk tolerance, and goals. She and her team offer a comprehensive approach to wealth management, providing customized solutions and access to investment insights from Merrill and banking services through Bank of America. Her client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor in Merrill’s Investment Advisory Program, she manages custom investment strategies and selects appropriate portfolios to help clients pursue their financial objectives. Lissette resides in the Northern Suburbs with her husband and two sons. She supports various humanitarian and research organizations such as the American Cancer Society, United Way, and Special Olympics. In her personal time, she enjoys hiking, interior decorating, traveling, and spending time with her family.

Frederic Hoffman IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience and has been with Cambridge Investment Research since 2013. Outside of his advisory role, he is involved in volunteer coaching with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Tauras Martinka is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Brent Jablonski Allstate Agency, and various positions during his studies at the University of Wisconsin-Madison and University of Illinois at Chicago. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Gromos is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.