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.

Kim Blomquist is a Series 66-licensed financial advisor with Edward Jones, based in Elk Grove Village, IL. She has 12 years of experience at Edward Jones and a total of 4 years in the industry. 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 investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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.

Paul Armstrong is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, Armstrong is a partner in a data collection business based in Boston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

Phillip Klimaitis is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparation for unexpected financial needs. Phillip also facilitates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Phillip holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from North Central College. His approach centers on identifying what matters most to clients and their families to create tailored financial strategies.

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.

Allison Ockwood is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Prudential Equity Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking market assumptions to build model asset allocations.

Matthew Bettes is a CFP® professional with 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA., since 2005. Based in Chicago, IL, Bettes holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on 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.

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.

Marieta Borzym is a CFP® professional with 12 years of experience at Edward Jones, where she has worked since 2014. She is based in Elmhurst, Illinois. Outside of her advisory role, she serves as a committee member reviewing financial statements for St. Peter's UCC in Elmhurst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jose Munoz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A., Enterprise Holdings, Calabrese & Sons Inc, Valle Security, Northern Illinois University, and Triton Community College. 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 supported by internal and third-party investment teams for a range of clients including individuals, high-net-worth clients, and organizations.

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.

Andrew Schumacher is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Metlife Securities, Inc. Outside of his advisory role, he is an owner and partner of Partners in Planning LLC, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Caroline Schaffer is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing, among other roles. Outside of her advisory work, she manages Schaffer Management Services, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. Advisors use firm resources and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.