Mark Schuurman is a CFP® with 13 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services, Inc. for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

William Lavanne is a CFP® certificant affiliated with Cetera who has 40 years of industry experience. He currently serves at Cetera and its related entities, including James Hamlin Financial Services, LLC and JHFS Management Corporation, where he holds ownership and management roles. Outside of his advisory work, Lavanne is a licensed insurance agent authorized to offer fixed, life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individual, corporate, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and retirement services with multiple program structures and access to both affiliated and unaffiliated third-party managers.

Alex Marusarz is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial, where he has worked since 2019, following prior roles at Waddell & Reed Inc and CMS Office Management, LLC. Marusarz also holds an association with a non-variable insurance firm. 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.

James Gibson is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. Since beginning his career with the firm in 1989, he has assisted high-net-worth families in making important investment decisions across various market environments. He leads The Gibson Group, overseeing a team that supports wealth management efforts for a diverse client base including corporate CEOs, entrepreneurs, multi-generational families, and organizations with complex asset and debt management needs. Mr. Gibson sets the core investment philosophy for his team and directs asset management strategies to align with clients' objectives. His approach often emphasizes asset class diversification and generating increasing income streams to help protect against inflation. He utilizes discretionary accounts, third-party money manager accounts, and alternative investments to incorporate non-correlating asset classes. He holds a Bachelor's degree in Finance from Ohio State University and holds the Personal Investment Advisor (PIA) designation. He resides in Hinsdale with his wife, Molly, and their two children, Gray and Naomi. Outside of his professional role, James is a member of Ruth Lake Country Club and participates in his community through Christ Church of Oak Brook. His personal interests include golfing, music, reading, and traveling.

Brian Doruff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works in partnership with Dennis Foley and is part of The Foley/Doruff/Gizzi/Jain Group, a diverse team of advisors focusing on delivering comprehensive wealth management strategies to affluent individuals, families, business owners, and executives. Their approach emphasizes designing goals-based financial strategies tailored to what matters most to their clients. Brian began his financial services career as a mortgage loan officer in 1996 after earning a Bachelor of Arts degree in Marketing from Arizona State University. He spent 14 years as a banking center manager at LaSalle Bank, Bank of America, and MB Financial before joining Merrill Lynch Wealth Management as a Financial Advisor in March 2014. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2017 and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian and his team provide a holistic approach to wealth management, offering services such as family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Outside of his professional role, Brian enjoys biking, golfing, music, softball, spending time with his family, traveling, and watching movies.

Kevin Longo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, working with the Guttmann & Longo Group. Since joining Merrill in 2011, Kevin has focused on evaluating and implementing appropriate asset allocations, as well as designing customized financial strategies to meet the unique needs of his clients. His team utilizes Merrill’s extensive investment and research platforms to develop process-driven, goal-oriented solutions aimed at helping clients achieve their financial objectives. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) credential, and the Certified Plan Fiduciary Advisor (CPFA) designation. He also maintains FINRA Series 7 and 66 registrations, along with life insurance and annuity licenses. He earned bachelor's degrees in Finance and Marketing from the University of Iowa. Kevin lives in Elmhurst, Illinois, with his wife Megan and their three children, Dominick, Isabella, and Viviana. Outside of his professional responsibilities, he enjoys biking, cooking, golfing, reading, running, spending time with his family, and traveling.

Paul Bowman is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the Vasel / Bowman & Associates wealth management group. He works primarily with individuals and families to help them stay on track for retirement and successfully transition into that phase of life. Paul's approach focuses on providing meaningful advice through every stage of life to help clients avoid common mistakes and retire on their own terms. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Denver and is affiliated with the Lambda Chi Alpha Fraternity. Paul joined Merrill Lynch full-time in 2015 after moving back to Chicago from Denver, Colorado. Outside of his professional work, Paul is involved with the Providence St. Mel School. He enjoys cooking, ice hockey, music, skiing, and spending time with his family. Paul currently resides in the Wicker Park/Ukrainian Village neighborhood of Chicago with his wife Ashley and their black lab, Maisy.

Harrison Wolff is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Freddie Mac for three years and held various roles including positions at American University and DuPage Medical Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

James Walker is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL Financial, he worked at Waterstone Financial Group, Inc. for seven years. He holds Series 63 and Series 65 licenses and is based in Elmhurst, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.

James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

John Koklys is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities since 2016 and JPMorgan Chase Bank, N.A. since 2015. Outside of finance, Koklys has a long-standing involvement in music as a musician and sound engineer with John Arthur Music since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice and investment manager research supported by centralized due diligence and a combination of quantitative and qualitative analysis.

John Bensfield is a financial advisor at Cetera with Series 63 and Series 65 licenses and 31 years of industry experience. He has been associated with Cetera since 2006 and has a longer career dating back to 1973 through his ownership of Bloom Associates Inc, where he also serves as a licensed CPA and provides health insurance services. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm offers a range of program structures and strategies supported by a large nationwide network of independent advisors and manages over $256 billion in assets.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Kaitlyn Paschke is a financial advisor at UBS Financial Services with 2 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and was involved with Blank Space Branding. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at LPL Financial and Edward Jones. Ren also operates a tax services firm as an IRS Enrolled Agent and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and features proprietary model strategies under the Founders Gate Capital brand.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments L.L.C., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is involved as a coach with the Professional Bowlers Association. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and support tools.

Derek Bergquist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at BSI Group and Sterling Engineering. In addition to his advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.