Silvio Morales III is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America/Merrill Edge, Morgan Stanley, and Advanced Equities, Inc. Outside of finance, he was involved with Rooms4kids in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Kathleen Roeser is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She serves as a trustee and co-trustee for estate administration activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial plans.

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial and brokerage services.

Chad Waynee is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. 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 large nationwide network of financial advisors and branch offices.

Patrick Gill is a financial advisor with LPL Financial in Park Ridge, IL, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Capital Point Financial Group, LEVEL FOUR ADVISORY SERVICES, Lasalle St. Investment Advisors, Oppenheimer, and Morgan Stanley. He also provides investment advisory services through Capital Point Financial Group, an independent registered investment advisor. 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 portfolio programs, third-party asset management access, and institutional platforms.

Joseph Spiegel 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 worked at J.P. Morgan Securities since 2017, including prior roles at JPMorgan Chase Bank and BMO Harris. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lissette Gomez is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1993 and serves as the senior partner of the GR Wealth Management Group. In her role, Lissette focuses on building long-lasting client relationships by thoroughly understanding clients' financial situations, priorities, risk tolerance, and goals. She and her team offer a comprehensive approach to wealth management, providing customized solutions and access to investment insights from Merrill and banking services through Bank of America. Her client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor in Merrill’s Investment Advisory Program, she manages custom investment strategies and selects appropriate portfolios to help clients pursue their financial objectives. Lissette resides in the Northern Suburbs with her husband and two sons. She supports various humanitarian and research organizations such as the American Cancer Society, United Way, and Special Olympics. In her personal time, she enjoys hiking, interior decorating, traveling, and spending time with her family.

Frederic Hoffman IV is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013. Outside of his advisory role, he volunteers as a coach with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, offers access to third-party advisors and proprietary model strategies, and manages a multi-billion dollar asset base through thousands of financial professionals.

Giorgio Sanfratello is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley, ETRADE, and Millennium Trust Company, as well as full-time education at Loyola University Chicago. He also serves as a consultant for Handshake AI, a career network focused on enhancing large language models within specialized domains. 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 both model-based and discretionary investment strategies for a wide range of individual and institutional clients.

Douglas Leister is a Series 66-licensed financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities in Winnetka, IL. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC since 2015, and previously spent a year at AllianceBernstein L.P. Leister is also an investor and partner in a Chicago-based restaurant through 720 N Wells LLC, though he does not have an operational role in the business. 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, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Allen Chan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also maintains a role at JPMorgan Chase Bank, N.A. since 2006. His prior experience includes a year at Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Karen Heisler is a financial advisor with UBS Financial Services in Northbrook, IL. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Heisler has worked at UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jerry Michaels is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 59 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Michaels serves as a trustee of an irrevocable family trust. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.

Constantin Azman is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously owned Costa's Trucking Inc. from 2013 to 2022. Outside of financial advising, he owns an accounting business, Primus Consulting, Inc., and is a co-owner of Language Quest Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Gabrielle Fabre is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, with prior roles at Newday Funds Inc., Tesla Inc., and GW University. Outside of her advisory work, she serves as the treasurer of the French Alliance of NorthShore. Baird’s DDK Group, where Fabre works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in assets under management as of December 31, 2025.

Chad Fitzloff is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is president of Trees and Bees LLC, a timber farming business based in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Patricia Moll is a CFP® with 36 years of experience in the financial industry. She has been with Ameriprise since 2005, currently serving as an advisor at the Park Ridge, IL office. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Donald Klein is a financial advisor with Charles Schwab who holds the Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at TIAA-CREF from 2015 to 2019. Outside of his advisory role, he referees basketball games for the North Suburban Special Recreation Association. Charles Schwab & Co., Inc. serves a large client base, 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 advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Christopher Folland is a financial advisor with Robert W. Baird & Co. in Northbrook, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, he is also involved as an employee in his family-owned business, Executive Inn of Jackson Inc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group which Folland is part of, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services featuring a combination of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Michael Esposito is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Forest, IL, and has one year of industry experience. His prior roles include positions at the American Conservation Coalition and Charter Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services that include specialized planning such as business-owner transition and sports and entertainment planning.