Christopher Collins is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Collins serves on charitable boards focused on educational scholarships and is involved in leadership and fundraising activities with Boy Scout Troop 48. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, and charitable organizations. The firm offers tailored investment advisory programs combining in-house and third-party managers, emphasizing customized portfolio management aligned with clients’ risk profiles.

Michael Marron is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2020 and previously spent five years with SagePoint Financial. Marron is also involved with Marron & Associates, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Steve Richenberger is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Magdy Abd is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at TCF National Bank and Huntington National Bank for eleven years each. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Stefanie Pyferoen is a financial advisor with J.P. Morgan Securities in Glenview, IL. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2025, having worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ralph Lynch Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a co-trustee for family trusts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools, and integrates advisory services with other financial product offerings.

Patrick Hoch is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Scott Reighard is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2000 and holds Series 63 and Series 65 designations. Outside of his advisory role, he works as a tennis instructor for the Glenview Park District. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, using a range of traditional and complex investment strategies.

Jared Blair is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 credential and has worked at several firms including JPMorgan Chase Bank and Gallagher. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors, supporting clients in asset allocation, investment manager searches, and customized performance reporting.

Dragos Stoicescu is a financial advisor affiliated with Merrill Lynch Wealth Management. He brings over twenty-five years of experience in the financial industry, with a background encompassing banking, insurance, lending, and advisory services. This extensive experience equips him to adopt a holistic approach to clients' finances, assisting them in connecting to relevant resources and services across the Bank of America enterprise. Born in Eastern Europe, Dragos completed his bachelor's degree at the University of Illinois System. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise includes retirement income planning, college planning, wealth transfer, tax efficiency, executive compensation, insurance, disability, and long-term care. Outside of his professional duties, Dragos dedicates time to raising his daughter and caring for his aussie doodle. He enjoys boating, cooking, hiking, music, reading, swimming, and traveling, often exploring local foodie experiences. Dragos is active in community volunteering, supporting organizations such as the Anti Cruelty Society, Chicago Botanic Garden, Feed My Starving Children, Greater Food Depository, Journeys the Road Home, Paws, and REACH Food Pantry.

Jennifer Byrne is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

David Smith is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at various Morgan Stanley entities since 2018, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Prior to his financial services career, he held positions at companies such as Amazon and We Co., and spent several years affiliated with the University of Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Ranjeet Rai is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2019 and has prior experience at Bank of America, Merrill, and involvement with local school districts and the YMCA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Robert Lipton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Cynthia Early is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and Scottrade prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ronald Sirt is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Timothy O'Callaghan is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 20 years before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Canary Chia is a Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the financial services industry. She specializes in comprehensive wealth management, providing guidance to successful professionals to help grow, preserve, and manage wealth through a disciplined process. Her expertise includes areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, and personal retirement planning. Canary is proficient in utilizing alternative investments and sophisticated third pillar products to hedge risk in challenging market conditions. Canary earned both her Bachelor's degree and MBA in finance and economics from the University of Chicago. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Korean and is a member of the Soul of Money Institute. A long-time resident of Barrington, Illinois, Canary and her husband Tim have three children. She is involved in the community as a co-coach for First Lego Robotics. In her personal time, Canary enjoys skiing, practicing yoga, and playing pickleball.

Jeremiah Hare is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016. Prior to joining the firm, he had a brief tenure at Walmart in 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Christal Vargas is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services, Dew Wealth Management, and Private Advisor Group, among other firms. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and risk planning. Advisors utilize Wells Fargo research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.