Jeffrey Reis is a Wealth Management Advisor at Merrill Lynch Wealth Management with employment since 1996. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA) designations. His expertise encompasses a broad range of financial planning areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on integrating all aspects of clients' financial lives to provide advice tailored to their needs, goals, risk tolerance, and liquidity requirements. Jeffrey earned his bachelor's degree from Colorado State University. Outside of his professional work, he is interested in biking, camping, fishing, hiking, skiing, swimming, and traveling.

Anita Testa is a CFP® with 25 years of industry experience and is currently a Wealth Advisor at J.P. Morgan Securities in Highland Park, IL. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2020. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lawrence Goldman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Cetera and its affiliates since 1990 and also operates Computer Accounting & Financial Service, Inc., providing tax, accounting, and financial services. He is based in Chicago, IL. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party money managers.

Henry Wanner is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. 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 strategies supported by a large network of financial advisors and branch offices across the United States.

Donald Huff is a financial advisor with Ameriprise in Evanston, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elliot Donahue is a financial advisor with J.P. Morgan Securities who holds Series 65 and Series 66 licenses and has six years of industry experience. He has worked at JPMorgan Securities LLC since 2018 and at JPMorgan Chase Bank NA since 2021. Prior to that, he was employed at Northern Trust and Stevard LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jared Tello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including at Rivers Casino and educational institutions. Outside of his advisory role, he operates a YouTube channel documenting scuba diving. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Troy Clemen is a Series 66-registered advisor with Cambridge Investment Research Advisors and has 12 years of industry experience. Prior to joining Cambridge in 2019, he worked at Sagepoint Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved in multiple business ventures including managing director positions at T2 Global Advisors and Bakmen Group Holdings, as well as providing consulting services with Starboard Partners Consulting. He also serves on the board of Klybourne Holdings and participates in community activities through Our Lady of Perpetual Help’s Dad’s Club. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm supports advisors with a variety of portfolio management platforms and proprietary and third-party strategies, along with institutional features such as advisor transition assistance and compliance infrastructure.

Keith Rolland is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with J.P. Morgan Securities in Winnetka, IL, having previously worked at Charles Schwab and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Joann Allison is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Merrill since 2016. Prior to Merrill, she worked at Ameriprise Financial Services for seven years and has operated The Mail Center since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating investment management with Bank of America’s broader financial services platform.

Timothy Notaro is a financial advisor with LPL Financial in Libertyville, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Raul Morales is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JP Morgan Chase and Boost Mobile. He is based in Franklin Park, IL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Uday Patel is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved with Care for Soul Inc., where he performs home care duties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized reporting through a non-discretionary advisory model.

Sabrina Lombardo is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Zoriy Reznikov is a Financial Consultant currently working at Fidelity Investments since 2014. He has accumulated over 25 years of experience in the financial services industry, holding various roles including Financial Representative and Investment Consultant at Fidelity, as well as positions at other firms such as Fifth Third Securities, Chase Investment Services Corp, Northern Trust Securities, and Merrill Lynch. Throughout his career, Reznikov has worked closely with clients and their families on a one-on-one basis, utilizing the Private Client Group and Premium model to develop, implement, and monitor long-term financial plans and investment strategies. His experience spans multiple facets of financial advising, trading, and portfolio management. Details regarding his educational background, credentials, personal interests, or community involvement were not provided.

Guillermo Camacho is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Wells Fargo. Outside of his advisory work, he is a partner in a real estate rental property business managed through Northshore Holdings LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Edwin Boyzo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to that, he worked at CashierLive for four years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Daniel Moy is a Series 66 licensed financial advisor with LPL Financial, based in Glenview, IL, and has 16 years of industry experience. He has been with LPL Financial since 2015. Moy hosts a monthly coffee club for prospects and clients to discuss market events and trends. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

George Rizos is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities and Wayne Hummer Investments. He is also involved with White Stone Development, LLC and SELF. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and brokerage services with discretionary and non-discretionary management options.