Trevor Santoro is a Series 65-licensed financial advisor at Edelman Financial Engines with six years of industry experience. Prior to joining Edelman Financial Engines in 2026, he spent ten years at Morningstar Investment Management LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment management solutions with an emphasis on diversified portfolios and long-term strategies.

David Zirko is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors Inc. and Dickholtz Wealth Management. He holds a notary license, which he offers pro bono services for to his clients. OSAIC Wealth provides services to a diverse client base including retail investors, retirement plans, charities, and corporations. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of advisory programs delivered through an extensive multi-advisor platform.

Daniel Schwarber is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients across the United States through a multi-generational wealth management team based in the Greater Los Angeles and Chicago areas. He works closely with clients to address financial challenges and life goals, focusing on areas such as corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, tax minimization, and retirement income. Dan began his career at Merrill Lynch Wealth Management in 2008 and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. He graduated from Cornell University with a Bachelor's degree in Economics. Throughout his career, he has helped clients plan for education, retirement, and philanthropy, emphasizing client education to empower financial decision-making. Dan was born and raised in Cleveland, Ohio, and remains a dedicated fan of Cleveland professional sports teams as well as the Cornell Big Red. He resides in Wilmette, Illinois with his wife Samantha and their daughter Dottie. In his free time, he enjoys golf, fishing, exercising, and outdoor activities.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Jonathan Beaver is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with LPL Financial and previously worked at Wayne Hummer Investments LLC and Wintrust Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers.

Robert Sieja is a CFP® with 30 years of experience in the financial services industry. He currently works at UBS Financial Services and was previously with LPL Financial for 18 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Amir Rahimi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2016. 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. The firm's advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations within its recommendations.

Ivanna Eksler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. Ivanna provides ongoing advice and adapts portfolios as clients' situations change to help manage competing financial priorities such as retirement, education funding, and legacy planning. Ivanna's areas of expertise include executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Ivanna earned a Bachelor's Degree from the University of Wisconsin System and completed accredited certificate programs at Northwestern University and the University of Chicago. In addition to her professional work, Ivanna speaks English, Russian, and Ukrainian. She enjoys activities such as dancing, music, pickleball, running, singing, skiing, tennis, traveling, and spending time with her family.

Flavius Sindile is a CFP® professional at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with Jpmorgan Chase Bank, N.A. since 2008. 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 selection, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes specialized regulatory registrations supporting broader derivatives and commodities capabilities.

Keith Krause is a financial advisor with Raymond James Financial in Park Ridge, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James since 2006 and also operates the Krause Investment Group and Independent Advisor Network, LLC. Krause serves as a board member and finance committee chair for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through advisory programs and specialized municipal and SIMPLE IRA consulting services.

Michael Mcpeek is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and Global Overview. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad planning menu and proprietary research tools. The firm offers tailored recommendations and integrates advisory services with various financial products and referral channels.

Alec Bradley is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Evanston, IL. He has six years of industry experience, including prior roles at the University of Wisconsin and Warren Township High School. Alec is also involved as an independent contractor with two support companies, Bradley Investment Center and Bradley Private Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and nonprofit organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialty services in municipal and public finance.

John Desantis is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services and VOYA Financial Advisors. He is also the owner and president of DeSantis Insurance Services, where he oversees the sales and service of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that supports discretionary and non-discretionary account management across various program structures.

Margaret Kukawski is a financial advisor with J.P. Morgan Securities in Glencoe, IL, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Joseph Herbruck is a Planning Consultant at Fidelity Investments, working from the local Investor Center in Highland Park, IL. In this role, he supports two Wealth Management Teams and their clients by reviewing and analyzing financial plans, providing education, and offering investment guidance to help clients work toward their financial goals. Joseph's experience in the financial services industry includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Representative at Lifetime Financial Growth. He also gained experience as a Qualified Plan Intern at Black Box Pension Advocates, LLC. Outside of his professional work, Joseph has interests that include family activities, playing musical instruments, music, pets, traveling, and volunteering.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Echales is a financial advisor at Cetera with 38 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His career includes roles at Genworth Financial Planning Corporation, EchaLes, Benjamin & Simkin, LLP, and The Hechtman Group. He operates an investment practice under the name EBS Wealth Management Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. His prior experience includes four years at PRUCO Securities and a role with JPMorgan Chase Bank, N.A. for over two decades. He was also involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. 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 and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Bradley Burrows is a financial advisor with J.P. Morgan Securities in Highland Park, IL, holding Series 66 and Series 63 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to his current roles, he worked at Enterprise Rent-a-Car and Chicago Land Pool Management. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and a combination of quantitative and qualitative research to tailor recommendations within a structured eligibility framework.

Sean Bjork is a financial advisor with LPL Financial in Deerfield, Illinois, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2009 and is also affiliated with Global Retirement Partners, LLC. Outside of his advisory work, he serves as a volunteer firefighter and EMT with the Lake Bluff Fire Department and coaches alpine ski racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.