Robin Drost is a Series 66-licensed financial advisor with LPL Financial based in Palatine, IL, with seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank, totaling 11 years before joining LPL Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Munao is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of Daddy's Dip Racing Stable. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and strategies tailored to client needs.

Oscar Villalva is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to develop personalized financial strategies that address education planning, family wealth management, personal retirement planning, and retirement income. He provides guidance on various financial matters including investing, retirement planning, and saving for unexpected events, and also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Oscar holds a Bachelor's Degree from Escuela Bancaria y Comercial and is a Personal Investment Advisor (PIA). He is fluent in both English and Spanish, enabling him to serve a diverse client base. Outside of his professional work, Oscar enjoys playing soccer and tennis, and spending time with his family.

Carlos Zepeda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at J.P. Morgan and Bank of America/Merrill throughout his career. J.P. Morgan Securities provides institutional consulting services focused on 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 and incorporates an ESG eligibility framework in its recommendations.

George Christopoulos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he operates a DBA named 72 Financial and spends a small portion of his time processing non-variable insurance through external agencies. 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 and brokerage services, including financial planning and access to various investment management platforms.

Daniel Savas is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has held roles at Raymond James Financial Services, Inc. since 2004. Outside of his advisory work, he is a co-owner of Savas Sweet Spoonfuls LLC, which operates a Menchie's Frozen Yogurt franchise managed by his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporate and institutional investors, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Nancy Reiser is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. She is based in Mount Prospect, IL, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she owns a vacation home rental business in Lake Leelanau, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kara Hwang is a financial advisor with Primerica Advisors in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at PFS Investments Inc., Pax Global Inc., and Primerica Financial Services, where she has been active since 1997. Outside of advisory services, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading and overlay functions to BNY Mellon Advisors.

Christopher Folmar is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked briefly at LSC Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Athena Robbins is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. She is currently with Cetera and has worked previously at Avantax Investment Services, Inc. and 1st Global Advisors, Inc. She is also involved with Carmines, Robbins & Company, Plc, where she assists with reviewing tax returns. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager investment platform with a range of discretionary and non-discretionary portfolio management options.

Marta Soltys is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Alagna is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Cetera entities since 2014. Outside of his advisory work, he serves as secretary for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with extensive program options and services over 800,000 clients through a network of more than 10,000 advisors.

Edward Spiegel is a financial advisor at Morgan Stanley in Barrington, Illinois, with 33 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Michael Germain is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Scura Paley Securities, MS Howells & Co, and O'shares. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Michael Rymsza is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. 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’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sophia Cajiao serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. Her approach focuses on helping clients identify their financial goals and develop strategies to pursue them. Sophia holds a Bachelor's Degree from Elmhurst University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support her expertise in retirement planning and investment advisory services. Beyond her professional work, Sophia is involved with UNIVERSIDAD UTE, indicating a commitment to community engagement.

Teresa Ferrer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Luis Albarran Isidoro is a financial advisor at Fidelity with a Series 66 designation and three years of experience at the firm. His prior roles include positions at PricewaterhouseCoopers LLP, Aldi Inc, Shipt Corporation, and Target. He also worked in education at the University of Illinois Chicago and Bartlett High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and utilizes systematic methodologies and oversight controls in its investment approach.

Robert Miller is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with Cambridge since 2008. Outside of investment advising, he serves as president of Miller & Associates, an accounting firm he founded in 1982, and has been a senior lecturer at Northwestern University School of Continuing Studies since 1973. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.