Charles Margolis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked across various Wells Fargo divisions since 2009. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations across diverse planning needs, including niche areas such as business-owner transition and special-needs analysis.

Eleni Patel is a financial advisor with Equitable Advisors in Park Ridge, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Grosvenor Capital Management, L.P. for 12 years before joining Equitable Advisors in 2021, with a brief period as a stay-at-home mom. Outside of her advisory role, she is the managing member of Surrey Commons, LLC, an investment property entity. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Brendan Mckenna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with MLB of Glenview, a local nonprofit organization focused on supporting charitable causes through community fundraising and volunteer efforts. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ray is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior roles include positions at IHT Wealth Management and BMO Harris Financial Advisors. He also provides general information on financial technology based on his experience at other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various investment strategies.

John Baldassari is a CFP® professional with 41 years of industry experience, currently serving at Morgan Stanley in Winnetka, IL. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services using firm-approved tools and modeling methods.

William Thoms IV is a financial advisor at UBS Financial Services in Northbrook, IL, with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 designations. Thoms serves as president of the Wisconsin chapter of the National Association of Stock Plan Professionals and referees girls' high school field hockey games for the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Rochelle Dukas is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank for 21 years before joining Morgan Stanley in 2022. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by advanced modeling tools and a comprehensive suite of investment products and services.

Thomas Knott is a financial advisor with LPL Financial and holds a Series 66 designation. He has 24 years of industry experience, including 24 years at Newswire One, Inc. He serves on the board of the Sizzle Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers discretionary and non-discretionary management with access to model portfolios and research, alongside various technology-enabled investment solutions.

Drew Cullum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2005 and is also the owner of Trew Benefits, Inc., where he has been involved since 1998. Additionally, he serves as a committee member of the Village of Libertyville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party investment strategies across various platform arrangements.

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

Brian Fay is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anna Lysenko is a financial advisor at Merrill with 23 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as co-trustee of the D P Living Trust. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jeffrey Myers is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derek Wichman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Palatine, IL. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

David Olson is a financial advisor with OSAIC in Arlington Heights, IL, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at JPMorgan Distribution Services, Northwestern Mutual, and Seven Bridges Golf. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Harris Mandel is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Edward Son is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregory Powell is a Series 63 licensed financial advisor with 42 years of industry experience. He is currently affiliated with Cetera and has held various roles within Cetera and its associated entities since 2012. He also serves as a compliance officer at Horizon Financial Group and Horizon Financial Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

Jennifer Barberis is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 17 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.