Gary London is a financial advisor with Ameriprise in Northfield, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, primarily to clients with Ameriprise-managed assets.

Michelle Place is a Wealth Management Advisor and the principal of The Place Wealth Management Group based in Northbrook, Illinois. She began her career in the investment industry in 2007 with Morgan Stanley Asset Management and joined Merrill Lynch Wealth Management as a Financial Advisor in 2010, where she has focused on managing and servicing high net worth individuals and families. Michelle holds a bachelor's degree from the University of Wisconsin-Madison School of Business and has completed an accredited certificate program at the University of Chicago. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Her client focus areas include executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, tax minimization, and small business strategies. Outside of her professional work, she enjoys activities such as dancing, ice skating, pickleball, yoga, and spending time with her family.

Maryann Mousheh is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked in dental practice administration and education before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with roles including oversight of affiliated and unaffiliated sub-advisers.

Christopher Fasano is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to his advisory role, he is also an insurance agent offering various insurance products including accident, health, disability, and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a range of investment products and third-party platforms.

Vito Partipilo is a financial advisor with LPL Financial in Addison, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2021 and at BMO Harris Financial Advisors since 2016. Outside of his advisory role, he holds a part-time position with Merieux NutriScience - BioFortis starting in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and technology tools.

Steven Andrews is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Wendy Baum is a CFP®-designated financial advisor with Equitable Advisors, where she has worked since 2008. She has 17 years of industry experience and previously worked with Axa Advisors, LLC. Baum is a partner and co-founder of Infinity Strategic Partners, LLC, and serves on the Board of Directors for First Bank Chicago. She is also a Certified Divorce Financial Analyst, providing specialized financial planning services for clients undergoing divorce. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers, operating a hybrid advisory and brokerage model with a focus on tailored client solutions.

Ryan Fike is a financial advisor with Equitable Advisors in Elmhurst, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and was also associated with Axa Advisors, LLC during part of that time. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to implement client recommendations.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas such as personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael takes a 360-degree view of clients' financial lives, evaluating both assets and liabilities to help identify areas for improvement and assist clients in prioritizing and achieving their financial goals. Michael holds a bachelor's degree in finance from Eastern Illinois University and a Master of Business Administration from Northern Illinois University. He has been in the financial services industry since 2004, with experience in retail banking and life and long-term care insurance sales. He joined Merrill Lynch in 2012 and has served in various roles, including assisting other advisors, managing branch operations, before becoming a financial advisor. He holds professional designations including CERTIFIED FINANCIAL PLANNER4 (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Michael lives in Algonquin, Illinois, with his wife, Michelle, and their six daughters. He is actively involved in his local community and church, serving on several committees and as a volleyball coach at his children's school. He is a member of the Knights of Columbus and volunteers with organizations such as the 4-H program of Kane County, Feed My Starving Children, and Northern Illinois Food Bank.

Lee Cohn is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in managing several investment-related businesses focused on real estate in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Nehanda Julot is a financial advisor with Fidelity Investments, holding a Series 66 designation and seven years of industry experience. Prior to Fidelity, Julot worked at Bank of America, Merrill, and taught at Duke University and Duke University Press. Julot also serves as an instructor for a CFP board-certified financial planning course at DePaul University and is the founder of Wealth I Am LLC, which produces storytelling events and creative writing workshops focused on financial literacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing and advising on funds and model portfolios with oversight controls and specialized advisory roles uncommon among large institutional peers.

John Lindquist is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2000, with prior experience dating back to 1980 as a CPA. In addition to his advisory role, he supervises tax preparation services through his CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients.

Eric Thonn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping equity-compensated executives and business owners simplify their financial lives by addressing complex planning needs. His approach involves building long-term client relationships through consultative, tailored, and comprehensive strategies focused on multi-generational wealth transfer aligned with clients’ values and aspirations. Eric’s expertise includes long-term wealth strategy, equity compensation, business optimization, college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, and tax minimization. He holds the title of Senior Portfolio Advisor at Merrill, managing discretionary custom investment strategies to support client objectives. He began his financial services career in 2014 with State Farm and has served as a Financial Advisor with Merrill since 2018. Eric earned a Bachelor’s degree in financial planning from the University of Illinois at Urbana-Champaign and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional role, Eric volunteers as a mentor for young adults with Erie Neighborhood House. He enjoys spending time with his wife, Amy, and their dog, Chloe, engaging in activities such as golf, basketball, cooking, and attending concerts.

Tyler Lattery is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and ISD 191 Burnsville Eagan Savage. RBC Wealth Management, a division of RBC Capital Markets, offers services to individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Michael Forte is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002, including over two decades at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory options supported by multi-asset model portfolios and centralized operational structures.

Thomas Scherer is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes six years at SG Americas Securities, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and delivery of model portfolios through Fidelity Institutional Wealth Adviser.

Walter Cosmo is a financial advisor at LPL Enterprise with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Cosmo is also involved in insurance-related business activities through several agencies in Illinois. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products. The firm’s integrated platform combines adviser programs with active sales of financial products and collaborates with third-party asset managers and trust custodians.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Alexander Senyshyn is a CFP® with nine years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Private Advisor Group, Fidelity Investments, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Slowik is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 33 years of industry experience. He has worked at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993 and has been with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven research methods.