Benjamin Gottlieb is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Schaumburg, Illinois. He specializes in working with businesses on retirement, benefit, executive, and equity compensation program needs, supporting companies and individuals in developing retirement programs specific to their plan design. As part of a team, he follows a methodical process to review current plans and look for opportunities to improve technology, reporting, fees, and risk management to help companies fulfill their fiduciary responsibilities. Ben began his career in the financial services industry in 2008. He is a member of the Institutional Advisory Council (IACTM) at Merrill, which includes retirement and institutional designated advisors who provide input to firm management. Ben holds several professional designations, including Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the Robert H. Smith School of Business at the University of Maryland and completed the UCLA Anderson School of Management Executive Education Program in 2018. Ben lives in the Northwest Suburbs of Illinois with his wife, Kristen, and their three children, Charlotte, Jack, and Taylor. In his free time, he enjoys football, golf, hockey, activities that help animals, and spending time with his family. He is involved with community organizations such as the Humane Society, Love for Liam, and the Make-A-Wish Foundation.

Sofiya Semanyshyn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Vermillion Financial Advisors and Le Colonial. She attended the University of Illinois Urbana-Champaign from 2021 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Gary Phelps is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and LaSalle Financial Services. In addition to his advisory work, he is a notary public who notarizes documents for clients. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which support client decision-making.

Jason Brim is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at National Life Group and Lakeshore Financial Group. Outside of advising, he owns farmland in Central Illinois that he rents out for agricultural use. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Kent Atkinson is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and having 41 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he manages a rental property in Crystal Lake, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm employs a structured planning process and serves clients through both direct and corporate financial planning agreements.

Gregory Berg is a financial advisor with Ameriprise in Geneva, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing customized written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Kriti Gogia is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has been with various Cetera-affiliated entities since 2021. Prior to her advisory role, she was employed at Genpact. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform that includes affiliated and third-party managers across diverse program structures.

Glenn Cohn is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial strategies aligned with their individual goals. He works alongside the Wealth Management Team to utilize Fidelity's comprehensive resources and provide goal-oriented guidance. He has professional experience as a Financial Consultant at Fidelity Investments since 2025, and previously served as an Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2022. Outside of his professional role, Glenn enjoys activities such as camping, comedy, exploring food, watching movies, parenthood, and traveling.

Ram Louis Del Mundo is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Fidelity Investments and TD Ameritrade, as well as experience outside finance at Nurses and Caregivers, Inc., Meijer Stores, and Northern Illinois University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services incorporating broad retail and institutional investment options.

Timothy Sayre is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2019. Prior to that, he worked at Astronics Connectivity Systems & Certification from 2016 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Eric Gilmore is a financial advisor at OSAIC with a Series 66 designation. He has worked in the financial services industry since 2023, including roles at Topco Associated LLC and Covenant Financial. Prior to his financial career, he had experience in other sectors from 2016 to 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing a range of programs such as Unified Managed Accounts and third-party money manager offerings.

Daniel Feiertag is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Motorola Solutions. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment programs.

Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Graham is a Certified Financial Planner® with 16 years of industry experience. He has been with Edward Jones since 2012 and is based in Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and tax-efficient services under a fiduciary standard.

Salman Deen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 2012. In his role, he focuses on client relationship management and develops financial and investment-based strategies tailored to individual client needs. His practice areas include estate and wealth transfer issues, money management, college education planning, socially responsible investing, tax minimization, retirement income, and strategies for women and small businesses. Salman adopts a comprehensive approach to wealth management, beginning with understanding a client's financial situation and personal goals to create customized strategies that adapt to changing needs and market conditions. He holds a Master's Degree and a Bachelor's Degree from Benedictine University and maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Salman participates in community service by volunteering with local organizations, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, hiking, photography, racquetball, swimming, tennis, traveling, volleyball, and spending time with his family.

Michael Fornero is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Commonwealth Financial Network, ABC Bank, and several mortgage firms. He is also involved in the mortgage business through American Pacific Mortgage Corp, also known as Preferred Rate Lending. 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, and institutional platforms, supported by a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Emily Coughlin is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 credential and previously worked at Federated Global Investment Management Corp and its affiliated entities. Outside of her advisory role, she has been involved with True Lacrosse and other community organizations. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios, due diligence on alternative investments, and a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Michael Holevas is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. in Geneva, IL, where he has worked since 2022. Prior to this, he worked at InterOcean Capital Group, LLC and Allstate Investments, LLC. In addition to his advisory role, he is an associate and wealth manager at My Advisor & Planner LLC, a support company for branch EVX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Kyle Martin is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He has prior experience at Commonwealth Financial Network, Murphy Financial Group, and Invesco Advisers, among others. Martin is the owner of Murphy Financial Group, LLC, a private entity involved in securities, advisory, and insurance business activities, and he also conducts Medicare product referrals through E Health. 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 extensive operational and research tools.

Anne Butcher is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Citigroup Global Markets, U.S. Bancorp Investments, and UBS Financial Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.