John Jawor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he serves the financial needs of corporations, senior executives, and their families by providing strategic and purposeful wealth management services. John focuses on areas such as corporate equity and compensation awards, including the design and administration of Rule 144 and 10b5-1 trading plans. He has also consulted Fortune 1000 companies on their Corporate Owned Life Insurance (COLI) requirements. John offers detailed advice to individuals and families, addressing multiple aspects of wealth, including long-term strategy, portfolio design, tax-minimization, retirement income modeling, and trust and estate planning. His integrated approach aims to create customized frameworks that align with each client’s unique priorities and goals. He holds the titles of Equity Plan Consultant and Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis. John began his career in 1992 at Morgan Stanley as a Financial Advisor and Senior Vice President before joining Merrill Lynch in 2008. He earned a Bachelor’s degree in economics from the University of Montana. Outside of his professional work, John dedicates time to community involvement as a Governing Member of the Chicago Symphony Orchestra and supports multiple organizations including the University of Montana, Lincoln Park Zoo, World Vision International, DePaul University, Shriners Hospitals for Children, and HighSight. He is also a music enthusiast who has participated in flamenco guitar competitions.

Constantine Kartsimas is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Northwestern Mutual and Guardian Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Laura Cardinal is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she serves as an AV Coordinator for Faith United Methodist Church in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client goals.

Ryan Lindgren is a financial advisor with UBS Financial Services in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2009. Lindgren serves as President and board member of The Patrick Grange Memorial Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Susan Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and offering 41 years of industry experience. She has been associated with Raymond James since 1999 and holds the Certified Divorce Financial Analyst (CDFA) designation since 2013. In addition to her advisory role, she also conducts non-variable insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad advisor network with municipal and public-finance expertise.

Dane Pinter is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He has worked at Raymond James & Associates since 2022 and was previously with Edward Jones for 16 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting services through a range of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Eric Boutelle is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including BMO Harris Bank, PNC Bank, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Richard Moras is a CFP® professional with 20 years of industry experience. He currently works at Wells Fargo Advisors and previously spent 10 years at Wells Fargo Clearing and 9 years at UBS Financial Services. Moras serves as Treasurer for the Northwestern Memorial Foundation's Digestive Health Institute for Northwestern Medical School in Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Bruce Karman is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he conducts outside insurance brokerage through entities DBA Karman & Associates and Infinity Strategic Partners, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves personalized risk assessment and utilizes a mix of firm-offered and third-party advisory models without sponsoring its own wrap fee program.

Ann Kenik is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Kevin Mathews is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior roles include positions at City National Bank, Aviva Investors, and as a Fixed Income Consultant. Mathews serves on the boards of two homeowner associations in Lake Forest, Illinois, including as president of Amberley Woods Master Association, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, supported by a significant capital-markets infrastructure and affiliated asset management capabilities.

Paul Murray is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Bank of America and Morgan Stanley. Outside of finance, he is involved in acting, auditioning for TV commercials and film/TV series. 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, and institutional investors.

Leonard Gertz is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he held roles at Axa Advisors, Pruco Securities, The Prudential Insurance Company of America, Hyde Park Art Center, and Allstate Insurance. Equitable Advisors serves individuals—including non‑high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Gregory Pinsky is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, he serves on the finance subcommittee of the board of directors for BBYO International, a religious organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Svitlana Botsyura is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 2003 and joined Merrill in 2010. Svitlana focuses on providing high-quality wealth planning experiences that simplify the complexities of financial life, with an emphasis on clear communication, transparency, trust, and excellent service. She works closely with high-net-worth clients and supports The Sheppard Group, recognized in the Forbes "Best-in-State Wealth Management Teams" list in 2024. Additionally, she has been named to the Forbes "Top Women Wealth Advisors Best-in-State" in both 2023 and 2024, as well as the "Top Next Generation Wealth Advisors Best in State" list in 2023. Her expertise encompasses a broad range of client focus areas including equity compensation services, family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, and services for endowments, foundations, and non-profits. Svitlana integrates a holistic approach to wealth management, incorporating home, health, leisure, and philanthropy aspects tailored to each client's goals. She holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Svitlana earned a Bachelor of Science in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. She is fluent in Ukrainian, Russian, and English. She is involved in community initiatives such as Better Money Habits, a Bank of America partnership with Khan Academy, and the Chicago Public Library Foundation Associate Council. Svitlana resides in the Wicker Park neighborhood of Chicago with her husband Brian and their rescue dog Chloe. Outside of work, she enjoys plant-based cooking, reading, traveling, biking, yoga, hiking, running, and skiing.

Roberto Barbanente is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009, including ten years at Morgan Stanley Private Bank, N.A. He serves on the Finance Committee for Clearbrook, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and serves clients through both direct and corporate financial planning agreements.

Steve Brunke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Patrick Wald is a Financial Consultant at Fidelity Investments. He has held this role since 2026, following his tenure as an Investment Consultant at Fidelity from 2024 to 2026. Prior to joining Fidelity, Patrick worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024 and as an Investment Specialist at Merrill Edge from 2017 to 2020. Patrick partners with clients to understand their financial goals and develop customized financial plans that address their unique needs. He emphasizes client education and providing quality service to clients and their families, striving to maintain trust, reliability, and competency. Further details about Patrick's education, credentials, personal interests, or community involvement have not been provided.

Jordan Gelb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over three decades of experience working with families and corporations on their financial goals. Jordan focuses on creating personalized strategies to help clients optimize their compensation plans and protect their wealth from unnecessary risk exposure. His expertise includes corporate benefits, executive compensation, family wealth management, legacy planning, portfolio management, and retirement planning. Jordan holds a Bachelor's Degree from Indiana University and has earned multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His team employs proprietary financial models to help clients maximize the value of their benefits plans and navigate complex financial matters. In addition to his professional endeavors, Jordan is involved in community organizations such as Bnai Brith Sports Lodge and Napa Flyin. He resides in Northbrook with his wife and has two adult children. In his spare time, Jordan enjoys basketball, golfing, swimming, table tennis, and volleyball.

Ryan Westphal is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.