Lindsey Davis serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads, manages, and coaches a team of financial professionals who work closely with clients to develop comprehensive financial plans tailored to their goals. Since joining Fidelity in 2015, Lindsey has progressed through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Her experience encompasses client relationship management and investment consulting, contributing to her expertise in delivering personalized financial solutions. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

Kevin Rosenberg serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as corporate equity and compensation plans, trust and estate planning strategies, tax-efficient investing, personal retirement planning, and business liquidity management. His approach focuses on simplifying complex financial concepts to help clients achieve the best possible future with their available resources. Kevin holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional work, Kevin is actively involved in community organizations. He serves as the Assistant Treasurer for the Union League Boys and Girls Clubs in Chicago and volunteers with the Special Olympics of Illinois. He also supports the Juvenile Diabetes Research Foundation. His personal interests include music, basketball, biking, boating, hiking, racquetball, reading, spending time with family, traveling, and writing.

Joshua Lopez is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill and Bank of America from 2022 to 2026 and held other roles in financial services dating back to 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized advice on a non-discretionary basis.

Quinn Mc Inerney is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial, Quinn worked at Merrill for eight years and AXA Advisors for one year. Quinn also serves as an adjunct professor at Harper College, teaching a course on preparing for the Securities Industry Essentials (SIE) exam. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Mc Main is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by research and due diligence on alternative investments.

Adam Thompson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Brian Sheppard is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and holds the Chartered Retirement Planning Counselor (CRPC) designation earned through The College for Financial Planning Institutes Corp. Brian works alongside colleagues Dave and Svitlana to implement financial strategies focused on retirement planning and other client goals. Brian attended Barrington High School and pursued coursework at DePaul University, though no degree was conferred. He is also a Personal Investment Advisor (PIA) and contributes to The Sheppard Group, which was recognized on the 2024 Forbes "Best-in-State Wealth Management Teams" list. Based in Chicago’s Wicker Park neighborhood, Brian volunteers and fundraises to support local first responders, including running the Chicago Marathon for the Chicago Police Memorial Foundation. His personal interests include golf, martial arts, and reading literature on economics, philosophy, and science.

Gregory Kamp is a financial advisor with Equitable Advisors in Buffalo Grove, IL, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Allstate Financial Advisors LLC and Allstate Insurance Company. Outside of his advisory work, he serves as executor and trustee for family trusts and estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement-plan support along with access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model combining advisory and brokerage channels.

Perry Meyers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Fidelity Investments and Strategic Advisors, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain execution authority.

Kristy Ihle is a financial advisor with Equitable Advisors in Northbrook, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Infinity Strategic Partners and support positions as a registered sales assistant. Outside of finance, she has experience in the wellness sector, including working at Yoga Six and Elements Massage. Equitable Advisors serves a diverse client base, including individuals, high-net-worth and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored and endorsed programs to deliver advisory and brokerage solutions.

Joseph Kim is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63, 65, and 66 licenses and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Kim is involved in independent insurance brokering for several health insurance providers and participates in business activities with JPT Lifeway Partners. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a wide client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brett Salzer is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with Raymond James & Associates in Deerfield, IL, where he has worked since 2019. Prior to that, he was with Mesirow Financial, Inc. from 2012 to 2019. In addition to his advisory role, Salzer serves as an adjunct professor at Roosevelt University, teaching undergraduate and graduate finance courses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Benjamin is a CFP® and PFS™ credentialed advisor with 31 years of industry experience. He is currently a partner at The Hechtman Group, a CPA firm, and has held roles at Cetera since 2004 and Echales, Benjamin, & Simkin, LLP from 2007 to 2021. Benjamin serves as a board member for the Sedol Foundation, a nonprofit organization. He works with Cetera Investment Advisers LLC, an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Mara Gasher is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2017 and has prior experience at Northwestern Mutual and Bank of America, N.A. Outside of finance, she held a position at Starbucks for five years. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Marybeth Cremin is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and sophisticated modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Chris G. Atsaves is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Atsaves is involved with the American Hellenic Educational Progressive Association (AHEPA), a cultural and educational organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Blake Coleman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to understand their financial situations, goals, and needs, and collaborates in developing plans tailored to pursue these objectives. Blake has been with Fidelity Investments since 2021, progressing through various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position. His experience encompasses client relationship management and financial planning within the firm. Outside of his professional work, Blake has personal interests in art, cars, fitness, and photography.