Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds the Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related business entities, including the Miami Marlins and other baseball team ownership groups. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through Investment Adviser Representatives and offers both firm-sponsored and third-party advisory models tailored to client needs.

Norbert Filian is a financial advisor with Equitable Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers various investment solutions without sponsoring its own wrap fee program.

Michael Marin is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Saint Charles, IL. He joined the firm in 2026 after a 16-year career at Siemens Healthineers. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates across multiple platforms and custodians, providing both discretionary and non-discretionary management and proprietary model strategies under the Founders Gate Capital brand.

Alan Madej is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner at Pierce, Madej & Associates. Since beginning his career in May 2007, Alan has specialized in developing customized wealth management strategies and portfolio management services, with a particular focus on education planning, legacy planning, and personal retirement planning. He evaluates and designs asset allocations mindful of tax consequences within comprehensive financial plans. Alan holds a Bachelor's degree in Finance from Indiana University’s Kelley School of Business and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®). He was recognized in 2023 by Forbes as a “Top Next-Generation Wealth Advisor Best-in-State.” Residing in Hinsdale, Alan is involved in his community as a volunteer basketball coach for the Gateway Gators Special Olympics team and participates in the Golfview Hills Men's Golf League. He also enjoys playing paddle tennis and golfing.

Ayodeji Ogundiya is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by its Center for Financial Research.

Nicholas Hofmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Renaissance Financial Corp and Cetera. Outside of his advisory role, he coaches youth baseball and runs infield classes for young players. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and offering extended derivatives and commodities capabilities.

Scott Coyner is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at the University of Iowa and Indiana University. His background also includes roles outside the financial sector, such as positions in parking management and food service. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Brett Proudfoot is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Invesco Advisors, Inc. prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, 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 advanced modeling tools, serving clients through both individual and corporate financial planning agreements.

John Kuhlman, Jr. is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, continuing his tenure with RBC Capital Markets since 2008. Outside of advisory work, he serves on the board of directors for Argon Credit Corporation and advises on restructuring for Harbour Contractors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and supported by in-house and third-party investment managers.

Michael Harlan is a CFP® professional with 27 years of industry experience. He is affiliated with Cetera and has held roles at multiple firms including Rockoff Harlan Rasof, Ltd., and Rhr Wealth Management, LLC. In addition to his advisory work, he is a partner at Aprio Advisory Group, LLC, where he provides CPA consulting and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Peter Daley is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank and its affiliated securities firm since 2014 and serves as an adjunct instructor of economics at McHenry County College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including an ESG eligibility framework, supported by a manager solutions team.

Lisa Rodriguez is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SDC CPAs LLC and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Scanlon is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Cetera Wealth Services, Chicago Wealth Management Group, and ownership of businesses such as Zyntex, Inc. and JSKBM Properties LLC. He is also an instructor for the Association of Financial Educators, conducting financial education classes. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides access to various portfolio management and consulting services through a multi-manager platform, supporting diverse investment strategies and program structures.

Jennifer Gould is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with LPL Financial and previously worked at Wells Fargo Clearing Services LLC and BlackRock, where she spent 4 and 11 years, respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Leo Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Castle Metals and Mosquito Joe of DuPage, as well as time spent at Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, providing financial planning services supported by structured processes and firm-approved tools.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Jamiolkowski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at the Mizzou Recreational Facility and the C.W. Avery YMCA. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Dillon Kane is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Northern Trust Securities and Raymond James Financial Services, in addition to multiple terms with Merrill. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Amir Rahimi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2016. 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 integrates quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations within its recommendations.

Brady Metzler is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Indiana University, AMERIPRISE FINANCIAL SERVICES, LLC, WealthQuest, Breakout Games, Flag Football Fanatics, and Cincinnati Hills Christian Academy. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.