Ronald Villegas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2008. Outside of his advisory role, he operates an online commerce business selling used and near-new items on eBay and Amazon. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Scott Barber is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of the team since 1992. He has held several roles throughout his tenure, including investment associate, training coordinator for new financial advisors, and financial planning specialist for Merrill Lynch’s Financial Foundation® program. Currently, he serves with The HDB Group, leveraging over 20 years of financial services experience to assist clients such as attorneys, physicians, and business executives in defining, prioritizing, and pursuing their financial goals. Scott follows a disciplined, goals-based wealth management process that addresses critical financial planning areas including college education funding, retirement income planning, estate planning, philanthropic planning, tax minimization, liability management, and portfolio management services. He is a qualified portfolio manager who can build and manage personalized strategies incorporating individual securities, Merrill model portfolios, and third-party investment strategies. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Private Wealth Advisor (CPWA) designation, along with the Personal Investment Advisor (PIA) credential. Scott earned a Bachelor of Science degree in business from Indiana University Bloomington. He resides in St. Charles with his wife, Bethany, and their daughters, Riley and Quinn. Outside of his professional responsibilities, he enjoys running, reading, traveling, and spending time with his family. Scott was recognized as part of the HDB Group on the 2024 Forbes “Best-in-State Wealth Management Teams” list.

Thomas Davia is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Woodbury Financial Services. In addition to his advisory role, he is affiliated with Alliant Credit Union. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.

John Thunholm is a financial advisor at Wells Fargo Advisors in Deerfield, IL, with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Moira Lee is a financial advisor with Cetera in Skokie, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She also provides legal services such as estate planning, drafting trusts, wills, and powers of attorney through her separate legal practice, Moira J Lee, Esq. Lee has worked with Cetera since 2017 and has additional experience at Cornerstone Advisers, LLC. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm provides portfolio management, financial planning, and retirement services through a wide range of program structures, with access to both affiliated and third-party money managers.

Bryan Catalano Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with Jpmorgan Chase Bank (IL) since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a dedicated group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated investment-management services.

Kirsten Cooper Thiam is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her work history includes prior roles at Mass Mutual Chicago and Northwestern Mutual. She is based in Winnetka, Illinois. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and due diligence.

Andrew Erickson is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Cetera and previously held roles at Edward Jones. Erickson is also the owner of ClearGuide Wealth, where he offers financial planning, investment planning, retirement planning, and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm features a multi-manager platform with a broad range of program options and manages over $256 billion in assets.

Antar Jackson is a Series 66-licensed financial advisor with LPL Financial in Chicago, IL, bringing six years of industry experience. His prior roles include five years at MassMutual Investors Services and MassMutual Life Insurance. Outside of his advisory work, he is also active as an artist and musician. LPL Financial is a national broker-dealer and registered investment adviser serving individual and institutional clients with a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Chad Danforth is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following an 11-year tenure at Citigroup Global Markets. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Jason Seldomridge is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at LPL Financial and Chase Investment Services Corp. Outside of his advisory work, he serves as Director of Operations at Alchemy Financial Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of discretionary and non-discretionary management platforms and proprietary model strategies.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Marrs is a financial advisor with Edward Jones in Chicago, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America/LPL Enterprise, Wells Fargo, JP Morgan Chase, and US Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Annette Rumas is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at UBS Financial Services since 2014, with a brief gap in 2021. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elijah Rothschild is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at FTI Consulting and Indiana University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Mark Haussermann is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience, primarily focused on corporate retirement plans. Since joining Merrill in 2003, he has developed a corporate retirement plan practice aimed at delivering tailored financial strategies for both plan sponsors and participants. His advisory approach emphasizes fiduciary responsibility and personalized wealth management, working closely with clients to address their specific goals and challenges. Mark holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Colgate University. His expertise spans areas such as corporate benefits, executive services, employee financial health, retirement income strategies, and divorce transition planning. Outside of his professional role, Mark participates in community volunteer activities aligned with Merrill's tradition of community involvement. His personal interests include cooking, golfing, music, tennis, and spending time with his family.

Kenneth Lerner is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at several firms, including Fidelity Brokerage Services LLC and Feltheimer Cohn & Associates. Prior to his financial services career, he spent 13 years at GK Medical Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.