Dexter Reese is a Series 66-licensed financial advisor with UBS Financial Services in Northbrook, IL, where he has worked since 2015. He has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brian Crary is a financial advisor at Charles Schwab with 18 years of industry experience. He has held prior roles at Fidelity Investments and J.P. Morgan Securities, including J.P. Morgan Chase Bank. Crary holds Series 63 and Series 66 designations and is based in Lake Zurich, Illinois. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Matthew Garrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Robert W. Baird for 10 years before joining Wells Fargo Clearing in 2021. Outside of his advisory role, he has ownership interests in several investment-related entities, including a Chicago Board of Trade membership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Adam Stone is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. Outside of his advisory work, he is involved with Leaders Partners, a resource brokerage in health insurance based in Northbrook, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios and technology tools to support customized and third-party investment strategies.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model potential outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Robert Mitchell is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and tastyfx LLC. Outside of his advisory roles, he spent eight years at Edgewood Valley Country Club. Merrill, along 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, and institutions, using in-house and third-party managers.

Barry Steinberg is a financial advisor with Cetera in Deerfield, IL, holding Series 63 and Series 65 licenses and over 27 years in the industry. He has been with Cetera since 2004 and also runs a tax and accounting practice, Abrams & Steinberg, P.C., where he is a 50% owner and manages tax matters including IRS representation. Steinberg has operated Steinberg & Associates Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm employs a multi-manager platform offering various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Heidi Merkle is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Marzinke is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 11 years. Marzinke serves as President of ProMark Investments, Inc. and is the presiding officer of the Palatine Chamber of Commerce Board of Directors. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven Deer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, Deer serves as a notary public for Equitable and its network business. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and maintaining a fiduciary focus for qualified plans.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.

David Joseph is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade, and Fidelity Brokerage Services. Outside of his advisory role, he owns Joseph Insurance Group, which focuses on life and health insurance sales. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm combines non-discretionary and discretionary investment approaches within a large integrated platform, offering advisory, brokerage, custody, and cash-sweep services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Eric Atkins is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2002. 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, distribution, and investment management capabilities.

Steven Gatto is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is involved in private business ventures, including ownership of a private company and a family rental property investment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a variety of wrap fee advisory programs with customizable portfolio management and financial planning services. The firm integrates in‑house and third‑party investment managers and provides a range of options including tax management and responsible‑investing screens.

Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Krzysztof Piekarski is a financial advisor with Ameriprise in Golf, Illinois, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Piekarski & Associates, a consulting business based in Northbrook, Illinois. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations tailored to clients’ retirement income needs.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sondag is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on a committee with management and supervisory functions for 8 Rope LLC, a non-investment-related entity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm provides a wide range of services including wealth management, institutional trading, and capital markets activities.