Elizabeth Tucker is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a licensed paraplanner assisting another Ameriprise advisor with trade placement, customer service, and practice organization projects. Ameriprise serves individuals approaching or in retirement, particularly those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Margolis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked across various Wells Fargo divisions since 2009. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations across diverse planning needs, including niche areas such as business-owner transition and special-needs analysis.

Eleni Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. She previously worked at Grosvenor Capital Management for 12 years and took a brief career pause before joining Equitable Advisors in 2021. Outside of her advisory role, she serves as managing member of Surrey Commons, LLC, an investment property entity, and is involved in estate administration for family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on aligning client profiles with appropriate investment models and fiduciary services.

Brendan Mckenna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with MLB of Glenview, a local nonprofit organization focused on supporting charitable causes through community fundraising and volunteer efforts. 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 plans, corporations, and charitable organizations.

Charles Menges is a financial advisor at Ameriprise in Barrington, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Korpack, Merkle Korff Industries (a Nidec Company), Golfcritique.com, D&W Fine Pack, and Menges Roller Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

James Ray is a financial advisor with LPL Financial in Lake Forest, IL, holding CFP®, Series 63, and Series 65 credentials and has 19 years of industry experience. His prior roles include positions at IHT Wealth Management, BMO Harris Financial Advisors, Fifth Third Securities, and Citigroup Global Markets. Outside of his advisory work, he provides technology-related consulting based on his experience at Fifth Third and BMO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

John Baldassari is a CFP® professional with 41 years of industry experience, currently serving at Morgan Stanley in Winnetka, IL. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services using firm-approved tools and modeling methods.

William Thoms IV is a financial advisor at UBS Financial Services in Northbrook, IL, with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 designations. Thoms serves as president of the Wisconsin chapter of the National Association of Stock Plan Professionals and referees girls' high school field hockey games for the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Rochelle Dukas is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank for 21 years before joining Morgan Stanley in 2022. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by advanced modeling tools and a comprehensive suite of investment products and services.

Thomas Knott is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL in 2025, he spent over two decades at Newswire One, Inc. He serves on the board of the Sizzle Foundation, a nonprofit organization based in Galena, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Drew Cullum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2005 and is also the owner of Trew Benefits, Inc., where he has been involved since 1998. Additionally, he serves as a committee member of the Village of Libertyville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party investment strategies across various platform arrangements.

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

Ashley Childress is a financial advisor with UBS Financial Services, holding a Series 66 designation and with two years of industry experience. Prior to joining UBS, Ashley worked in various roles including coaching junior alpine ski racers at Wilmot Mountain, a seasonal position held since 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Brian Fay is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anna Lysenko is a financial advisor at Merrill with 23 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as co-trustee of the D P Living Trust. 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, and various institutional investors.

Jennifer Curtiss is a Series 66-licensed advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she serves as President of the Picnic Grove Homeowners' Association and is a member of the Board of Trustees for the Village of Fox River Grove. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Jeffrey Myers is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Lessert is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010. Outside of his advisory role, he is involved with NAPCO Inc., a manufacturing company in Naperville, Illinois, where he advises on manufacturing processes and coffee purchasing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 approved tools and modeling techniques.