Giorgio Sanfratello is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley, ETRADE, and Millennium Trust Company, as well as full-time education at Loyola University Chicago. He also serves as a consultant for Handshake AI, a career network focused on enhancing large language models within specialized domains. 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 both model-based and discretionary investment strategies for a wide range of individual and institutional clients.

Douglas Leister is a Series 66-licensed financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities in Winnetka, IL. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC since 2015, and previously spent a year at AllianceBernstein L.P. Leister is also an investor and partner in a Chicago-based restaurant through 720 N Wells LLC, though he does not have an operational role in the business. 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, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jeffrey Gromos is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Karen Heisler is a financial advisor with UBS Financial Services in Northbrook, IL. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Heisler has worked at UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Johnny Johnson Jr. is an Investment Consultant at Fidelity Investments, where he has been working since 2024. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2024. His professional background includes roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. Johnny partners with individuals and families to develop personalized financial strategies aligned with their values and long-term objectives. He emphasizes listening, clear communication, and long-term relationship building, aiming to assist clients with retirement planning, wealth building, and navigating financial changes. Outside of his professional work, Johnny enjoys board games, family activities, fishing, football, golf, and reading.

Philipp Tippow is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, including both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Tippow is also co-owner of PaxCo, a management practice unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gabrielle Fabre is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, with prior roles at Newday Funds Inc., Tesla Inc., and GW University. Outside of her advisory work, she serves as the treasurer of the French Alliance of NorthShore. Baird’s DDK Group, where Fabre works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in assets under management as of December 31, 2025.

Chad Fitzloff is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is president of Trees and Bees LLC, a timber farming business based in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Donald Klein is a financial advisor with Charles Schwab who holds the Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at TIAA-CREF from 2015 to 2019. Outside of his advisory role, he referees basketball games for the North Suburban Special Recreation Association. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Chavonta Parker is a Series 66-licensed financial advisor at Edward Jones with three years of experience. Prior to joining Edward Jones, Parker worked at Jeniko Machine Works and 3d Industries. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sitalakshmi Arumugam is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 66 and Series 63 designations and has worked at J.P. Morgan Chase Bank NA since 2009. 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 within a non-discretionary advisory framework.

Christopher Folland is a financial advisor with Robert W. Baird & Co. in Northbrook, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, he is also involved as an employee in his family-owned business, Executive Inn of Jackson Inc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group which Folland is part of, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services featuring a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Ralph Liberatore is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2013 to 2021. He serves as a Board of Trustee for the Village of Kildeer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Esposito is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Forest, IL, and has one year of industry experience. His prior roles include positions at the American Conservation Coalition and Charter Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services that include specialized planning such as business-owner transition and sports and entertainment planning.

Matthew Roeser is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. prior to that. His previous experience includes positions at Nuveen Securities, LLC and Michael Page. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than direct security recommendations.

Tejal Shah is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Park Community Credit Union and JPMorgan Chase Bank. 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. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and includes unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Erich Gerlach is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He works with clients to prioritize, make, and implement financial decisions aimed at achieving their personal and family goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2012 to 2018. His career also includes positions at Citi Personal Wealth Management as a Relationship Manager and Investment Consultant, as well as roles at The Vanguard Group and US Bancorp Fund Services. Erich began his career in customer service and new accounts counseling at AnchorBank FSB. Throughout his career, Erich has developed experience in wealth planning, financial consulting, relationship management, and investment consultation. His work focuses on empowering clients through strong financial decisions that reflect their core values. Outside of his professional life, Erich enjoys biking, hiking, and traveling.

Michael Schaffer II is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing Services, LLC. Schaffer is involved in managing his practice through Schaffer Management Services Corp. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a wide range of needs, including retirement, education, risk management, and specialized areas like business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations for clients, who may implement these through various brokerage and advisory programs.

Matthew Hersh is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to joining Morgan Stanley, he was employed in engineering roles at Primera Engineers, Henneman Engineering, and Calvin, Giordano & Associates. Outside of his advisory work, he is a partner in a private family real estate holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.

Jillian Galfi is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary planning tools.