Julie Segerson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 22 years of industry experience. She has been associated with multiple related entities since 2004, including Associated Planning Services, Inc., where she also works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Adam Warkenthien is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and J.P. Morgan. He serves on the board of Ravinia Associates, a nonprofit focused on arts and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Matthew Voss is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020, following a year at JPMorgan Chase Bank and four years at LA Fitness. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Ronald Schwartz is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Deborah Kraak is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities LLC and Tout A L'heure. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Mary Witte Tabbert is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and First Midwest Bank. She is currently based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Thomas Waters is a financial advisor with Equitable Advisors in Deerfield, Illinois. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he was self-employed for ten years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm employs a range of third-party advisory models and proprietary services delivered through its network of Investment Adviser Representatives.

Jaime Freeman is a financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan in 2022, she worked at BMO Harris Bank NA for 16 years. Freeman serves on the boards of the Ravinia Festival, a nonprofit music venue, and Writers Theatre, where she is the Board Chair. 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 combines quantitative and qualitative research in its advisory process and incorporates ESG criteria in its recommendations.

Rod Loewenthal is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill for 22 years before joining UBS in 2017. Outside of his advisory role, Loewenthal serves on the Philanthropic Fund Committee of the Jewish United Fund and is involved with the District 112 Education Foundation, as well as serving as a political co-chair for the American Israel Public Affairs Committee’s Chicago donor efforts. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Skowronski is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he specializes in areas such as college education planning, legacy planning, personal retirement planning, and portfolio management services. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul earned both his Bachelor's degree and Master of Business Administration (MBA) in Finance from DePaul University. He is involved with professional organizations such as the Bull Valley Golf Club and the Union League Club. Additionally, he contributes to the community as a mentor in the Alumni Sharing Knowledge (ASK) program at DePaul University. Outside of his professional work, Paul enjoys playing baseball, gardening, golfing, listening to music, reading, and spending time with his family.

John Bochniak is a financial advisor with Merrill in Lake Forest, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America and AXA Advisors. Outside of his advisory work, he participates as a test subject in a Phase III clinical trial for an experimental drug. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kevin Fine is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016 and previously spent 18 years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Miyoung Yook is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she lectures at Purdue University and participates in activities with the Korean Cultural Center of Chicago. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with substantial investable assets. The firm combines proprietary research and modeling with personalized recommendations, emphasizing managed accounts and incorporating algorithmic tools overseen by an internal committee.

Morgan Presterl is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Spectrum Center Inc. for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sebastian Samudio is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their financial situations and introduce them to suitable solutions available through Merrill and Bank of America. Sebastian specializes in assisting clients with managing various financial priorities such as home purchasing, college savings, eldercare, and healthcare preparation. As a Merrill Financial Solutions Advisor, he works one-on-one with clients to define their financial goals and select portfolio strategies designed to achieve them. He provides ongoing advice and adapts client portfolios in response to changing circumstances. He holds a Bachelor's Degree from Dominican University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Sebastian communicates effectively in both English and Spanish.

Susan Yore is a Series 66-licensed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2022 and previously spent 11 years at Bank of America, N.A. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Micah Nathan is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to support tailored recommendations.

Mary Boesen is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and two years of industry experience. Her background includes roles at JPMorgan Chase Bank, the States Attorney's Office, and Golub Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with implementation supported by affiliated investment-management entities.

Lindsey Rogosich is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She has been with Fidelity Investments since 2007, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Wells Fargo Advantage Funds from 2005 to 2007 and as an Investment Consultant at Strong Funds from 2003 to 2005. With over 20 years of industry experience, Lindsey helps clients work toward their long-term financial goals through planning and allocation of their assets. She employs a straightforward approach to assist clients in making their assets work effectively for them.

Dimitry Neyzelman is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His background includes roles at Chegg Inc and Discover Financial Services, as well as a period of self-employed consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.