Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Krzysztof Piekarski is a financial advisor with Ameriprise in Golf, Illinois, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Piekarski & Associates, a consulting business based in Northbrook, Illinois. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations tailored to clients’ retirement income needs.

Michael Sondag is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on a committee with management and supervisory functions for 8 Rope LLC, a non-investment related entity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

David Kassner is a Senior Resident Director and Wealth Management Advisor at Merrill. He has been serving individuals and businesses since 1997, beginning his career with a global management consulting firm. Before joining Merrill Lynch Wealth Management, he specialized in advanced and institutional insurance and investment strategies. David focuses on areas such as college education planning, managing new wealth, personal retirement planning, small business strategies, socially responsible investing, and tax minimization. David holds a Bachelor's Degree and an MBA from Northwestern University and its Kellogg School of Management. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved with professional organizations such as the Exmoor Curling Club, the Northwestern University Leadership Circle Board, and the Professional Ski Instructors Association (PSIA). Residing in Glenview, Illinois, David lives with his wife Barbara and their three children. Outside of work, he participates in community organizations like the Boy Scouts of America, Glenview Park Foundation, and Northwestern University. His personal interests include curling, skiing, golfing, sports, and volunteering in the community.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Susan Weitzman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2000. She serves on the investment committee board of Temple Jeremiah Northfield, a religious organization in Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. Wang holds the Series 66 designation and previously worked at LPL Financial and Express Line Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies.

Robert Foltz is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He serves on the board of Youthbuild Lake County, a charitable nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, alongside integrated financial planning and brokerage services.

Justin Mcintire is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. He worked at Merrill Lynch from 2006 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings and provides a broad range of capital markets services.

Martin Keidan is a financial advisor at Ameriprise with 42 years of industry experience. He has been with Ameriprise and its predecessor firms since 1983. Outside of his advisory work, he serves as a Little League coach for the Deerfield Youth Baseball Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Jing Ping Xu is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W&R Insurance Agencies from 2007 to 2021. Outside of advisory work, Xu has operated Dream Land Realty since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios and research from multiple sources.

Tammy Butts is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 2001, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she serves as an executor and trustee for family estates and holds power of attorney for her parents' financial accounts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerance.

Mauricio Currea is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Wayne Hummer Investments for 12 years and has operated Primaso Management LLC since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Adam Zaremba is an Investment Consultant at Fidelity Investments, serving clients in the Highland Park area. He has been in the financial industry for eight years. Prior to his current role, Adam held positions as a Platinum Relationship Manager and Financial Consultant at E*Trade from 2020 to 2025, and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2020. His experience encompasses various facets of financial consulting and client relationship management. Outside of his professional work, Adam has interests in fitness, football, military service, movies, reading, and running.

Joseph Ullrich is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. His other business activities include fiduciary services. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet certain asset criteria, providing customized recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Laura Cohn is a financial advisor at Merrill with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including JP Morgan Chase Bank, Citigroup, BMO Harris Bank, and LPL Financial. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tai Park is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Wells Fargo in 2024, Park worked at Fidelity Brokerage Services, Northwestern Mutual, Raymond James & Associates, and Chartwell Investment Partners. Outside of advisory work, Park has ownership in an investment property in Chicago. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Noparstak is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Securities America, Inc. and Equitrust Financial Group, Ltd. for nearly three decades. Outside of advising, he holds a notary commission and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources, along with technology-driven investment solutions.

John Bulgarelli is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs and JPMorgan Chase Bank, N.A. His background includes roles at Indiana University and involvement with KNA Enterprises, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.