Todd Wentland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2022 and has worked at JPMorgan Chase Bank, NA since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG criteria and utilizing broader derivatives and commodities capabilities.

Josip Soldo is a Series 66 licensed financial advisor with Merrill in Northbrook, IL, bringing 23 years of industry experience. He has been with Merrill since 2002 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing several family-owned rental property LLCs. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brie Edmunds is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on helping individuals and families achieve their financial goals through thoughtful guidance, personalized strategies, and a long-term approach to financial well-being. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brie has completed her bachelor's degree at Illinois State University. Her expertise lies in providing tailored wealth management solutions to clients, drawing on her specialized certifications and commitment to client-focused advice.

Kurt Reif III is a financial advisor at OSAIC with 22 years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities and has been involved with REI Financial, LLC and Kensington Financial Services for several years. He also owns and operates insurance agencies where he offers a range of insurance products including health, disability, and life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process supported by advanced portfolio optimization tools and offers both brokerage and advisory services across multiple financial programs.

Miguel Hernandez is a CFP® with 22 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He is also president of The Chumness Legacy Recycle Program, a nonprofit focused on bike repair and distribution. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research and includes derivatives and commodities capabilities.

Jesus Garza is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes long tenures at Investacorp Advisory Services and Securities America Advisors. Outside of advisory work, he maintains a licensed insurance agent role, offering long-term care and life insurance products, though he has not actively written new insurance business in recent years. OSAIC serves a wide range of retail and institutional clients through a large multi-advisor platform, providing both brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports various client types, including high-net-worth individuals, retirement plans, charities, and corporate clients.

Jamal Nia is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners LLC, and Highpoint Advisor Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

Daniel Fiarito is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Greene serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies that help clients pursue their financial goals through careful planning and prudent investing. His areas of expertise include corporate benefits, executive compensation, equity compensation services, personal retirement planning, and retirement income. Mr. Greene holds a Bachelor's degree from Amherst College, a Master's degree from Yale University, and an additional Master's degree from Indiana University Kelley School of Business. He maintains the Professional Investment Advisor (PIA) designation and is experienced in wealth management, estate planning services, trust advice, and investment portfolio strategies. Active in his community, Steven holds leadership roles such as President of the Northbrook Symphony Orchestra and board member of the Ravinia Festival Associates and Northbrook Symphony Orchestra. His personal interests include music, reading, and spending time with his family.

Deborah Gabriel is a financial advisor at Edward Jones in Palatine, IL, holding the ChFC® and Series 66 designations with 11 years of industry experience, all at Edward Jones. She serves as the board vice president of the Palatine Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

John Birkhauser is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for over four decades and Bank of America for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Ketcher Fenton is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous work includes roles outside finance, such as at Chapel Hill Golf Course and various retail positions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving through multi-manager and fund-of-fund structures.

Emma Robison is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held positions in education and retail, including roles at Northern Illinois University and Walmart. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Stuart Cutler is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 38 years of industry experience, including tenures at Cantella & Co., Inc. and Commonwealth Financial Network. He serves as a board member for the Winnetka Mews Condominium Association. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Richard Pecard is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves 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 that incorporates firm-approved tools and market outcome modeling.

Viktoria Bendikova is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. 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 delivers these services through a centralized consulting team and combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Charles Coe is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities since 2020, as well as First Allied Advisory Services from 2012 to 2020. Outside of his advisory role, Coe is an author and speaker involved in education and teaching, and he hosts a podcast focused on life topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, providing a range of customizable investment strategies and program structures.

Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Joe Lala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. His career also includes a tenure with JPMorgan Chase Bank, N.A. beginning in 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a 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 to build model asset allocations, with recommendations limited to eligible strategies.