Noah Bahnsen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has held roles at several firms including Ausdal Financial Partners and Clarity Group Midwest. Outside of finance, he has experience working in education and community settings, including at multiple schools and a country club. Fidelity’s Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Fike is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2012, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

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.

Jalisia Robinson is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. 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 offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and proprietary research tools.

John Lindquist is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Cetera since 2000 and operates John Lindquist Ltd CPA, providing tax preparation and supervision services since 1980. Lindquist also works as a CPA offering investment-related services alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Douglas Wollney is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Outside of his advisory work, he manages a rental property in Chicago as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Tyler Lattery is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Collabera, and within the ISD 191 Burnsville Eagan Savage school district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies 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.

Walter Cosmo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and the Metropolitan Life Insurance Company from 1994 to 2017, followed by positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related business activities through multiple agencies in Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

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 at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993. His current tenure at Fidelity Investments began in 2025, following seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios constructed using systematic methodologies from a broad investable universe.

Catherine Jones is a CFP® professional with 19 years of experience in financial advising. She is currently with Edelman Financial Engines and has worked within the Financial Engines and Edelman Financial Services organizations since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer both discretionary and non-discretionary investment management options.

Nicole Borovicka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2006 to 2017 and from 2022 to the present, and is also affiliated with Jpmorgan Chase Bank, N.A. No additional outside activities are noted. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities through its regulatory registrations.

Corey Klein is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, N.A., Banc One Securities Corporation, and Ameriprise. 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 offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a range of strategies including ESG frameworks and derivatives capabilities.

Jeffrey Sweno is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning, model portfolio programs, and institutional platforms, supporting client strategies with both proprietary and third-party resources.

Chris Lindblad is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.