David Johnson is a CFP® professional with 31 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he worked for 19 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Thomas Nahrwold is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists families, retirees, corporate executives, medical professionals, and businesses across the Chicago area and nationwide. He focuses on areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His approach involves educating clients about their financial decisions and maintaining transparency regarding fees. Thomas and his team provide access to multiple specialists in various areas of personal finance, conducting quarterly reviews and annual meetings to ensure clients' goals are on track and to make necessary adjustments. Thomas holds a Bachelor's Degree from Drake University and is designated as a Personal Investment Advisor (PIA). He emphasizes continuous improvement through due-diligence meetings, continuing education, business seminars, and weekly team meetings. Beyond his professional role, Thomas is active in his community, serving as a Board Member of the Kenilworth Community Fund and participating in the Kenilworth Citizens Advisory Committee. He has previously served as a Trustee for the Village of Kenilworth and was an active leader for Kenilworth Cub Scout and Boy Scout Troop 13. His personal interests include fly fishing, cycling, cooking, gardening, and Chicago sports. He resides in Kenilworth, Illinois, with his wife and four children.

Susan Huizinga is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and ten years of industry experience. She has worked at various firms including Avantax Investment Services and Rozovics Wealth Management, where she is also a partner. Outside of advisory work, she serves as treasurer of the BTB Foundation, a nonprofit organization raising funds to support individuals fighting cancer. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple investment program structures and affiliated third-party managers.

Jason Anderson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and affiliated entities since 2005. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Douglass is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes ten years at Bank of America and Merrill before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 firm-approved tools.

Eric Schneider is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise offers retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Aleksandra Nigro is a Series 66-registered financial advisor with 11 years of industry experience, currently with UBS Financial Services Inc. since 2013. She operates out of Northbrook, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Joseph Bertoni is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Seth Greenberg is a financial advisor at Merrill with Series 63 and Series 65 credentials. He has seven years of prior experience at Learfield and has also worked with the Kansas City Chiefs, Allstate Insurance, and Syracuse University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Allison Ockwood is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, following a brief tenure at Wells Fargo Advisors LLC. 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 an ESG eligibility framework to support customized investment strategies.

Joseph Vitale is a financial advisor with LPL Financial in Arlington Heights, IL. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2025. In addition to his advisory role, he has worked as a server at Mister 01 since 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Charles Stuck is a financial advisor with Ameriprise in North Aurora, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers non-discretionary, algorithm-supported retirement income recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Luke Slaughter is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2013 and is also associated with Bank of America, N.A. since 2015. 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 model-based and discretionary investment strategies and supports a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Porter is a Senior Financial Advisor with experience in business development and relationship management. He previously worked as an associate in the Chicago Merrill Lynch Wealth Management office before joining The Porter Group in 2015. Kyle assists with analyzing mutual funds, structured products, and comparing performance results and asset allocation. He holds registrations including FINRA Series 7 and 66 and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of St. Thomas. Outside of work, Kyle supports Chicago sports teams and currently resides in West Loop.

Cynthia Mariscal is a financial advisor with Morgan Stanley and holds Series 65 and Series 63 designations. She has nine years of industry experience, having previously worked at firms including RBC Capital Markets, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.

Andrew Schumacher is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Metlife Securities, Inc. Outside of his advisory role, he is the owner of Partners in Planning LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment solutions through a network of independent professionals and maintains a range of proprietary and third-party model strategies.

Caroline Schaffer is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing, among other roles. Outside of her advisory work, she manages Schaffer Management Services, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. Advisors use firm resources and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Yung Moon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years and has been associated with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he engages in insurance brokerage related to fixed business from MetLife. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual, collaborative planning engagements.

Nancy Morales Calara is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, she held positions including Relationship Manager and Transition Services Specialist at Fidelity Investments, as well as various roles at Merrill and Banker's Life and Casualty Co. Her career demonstrates a progressive experience in financial services and client relationship management. Nancy emphasizes the importance of listening and building trust in financial planning. She approaches financial discussions with a focus on understanding each client's unique circumstances, whether addressing retirement, investments, or unforeseen financial events. Her professional philosophy centers on providing clarity and support as clients navigate their financial situations. Outside of her professional work, Nancy has interests in art, badminton, cars, food, social events, and traveling.