Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Janice Vlazny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been affiliated with Cetera and related entities since 2006 and serves as Vice President of Holistic Wealth Management Group, Ltd., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Matt Jacobson is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their needs. He places a strong emphasis on forming enduring relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Matt has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2021. His experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Matt enjoys activities such as biking, running, swimming, fitness, traveling, and spending time with his family.

Matthew Caballes is a financial advisor with LPL Enterprise holding a Series 66 designation. He has less than one year of industry experience, having worked previously at Discover Bank and several other firms. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm primarily uses model-driven investment implementations and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Owen Johnson is a financial advisor with LPL Financial based in Cary, IL. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to joining LPL Financial, he worked at BMO Harris Bank, First Community Mortgage, PrimeLending, and Freedom Mortgage. He also has a background in academia from Purdue University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools and a broad network of over 22,800 advisors.

Michael Truckenmiller is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC 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. Its Institutional Consulting Services program delivers non-discretionary advice through a select group of Wealth Advisors.

Natasha Peric is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. She holds the Series 66 designation and is based in Schaumburg, Illinois. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Girouard is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Sanel Behlic is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America from 2004 to 2019 before joining J.P. Morgan in 2019. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hernand Hernandez is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Mt. Prospect, IL, with 29 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. Outside of his advisory role, Hernandez is the owner of a private rental property. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Artur Wieczorek is a Series 66-licensed financial advisor with Merrill, based in Mount Prospect, IL, with nine years of industry experience. He has been with Merrill and its affiliate Bank of America 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Parker is a financial advisor with Ameriprise in Itasca, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of advisory work, he owns Alliant Financial Strategies Group LLC, which is used for client confidentiality purposes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stacy Sachs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 30 years of industry experience. She has been with Cambridge since 2007. Outside of her advisory role, Sachs serves on the planned giving committee for Congregation Beth Judea. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party model strategies tailored to client objectives.

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.

Steven Terradista is a financial advisor with LPL Financial in Streamwood, Illinois, holding a Series 66 credential and 10 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. from 2014 to 2019 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives using a range of investment strategies.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Linda Moore is a financial advisor with LPL Enterprise in Rosemont, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Moore established Moore & Reid Financial Services, LLC, though the office was not opened due to family circumstances. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Vicky Homatas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as SLM Investments LLC since 2021. 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 investment recommendations.

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.

Cheryl Sanchez is a financial advisor with Raymond James & Associates in Roselle, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.