Giorgio Sanfratello is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Merrill since 2022, as well as positions at Morgan Stanley, ETRADE, and Millennium Trust Company. Outside of his advisory role, he works as a consultant for Handshake AI, focusing on the development of domain-specific prompts and evaluating large language model responses. 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 for individuals, institutions, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Douglas Leister is a financial advisor with J.P. Morgan Securities in Evanston, IL, holding a Series 66 designation and 12 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, Leister is an investor and partner in a restaurant venture in Chicago, although he does not participate in its operations. 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 institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Allen Chan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2006. 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.

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.

Kyle De Vries is a CFP® professional affiliated with Raymond James Financial, with 26 years of industry experience. He has worked at Raymond James since 2016 and previously spent 15 years at Edward Jones. In addition to his advisory role, he owns a wealth management support company operating as a branch office for Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Philipp Tippow is a financial advisor with Ameriprise in Libertyville, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of advisory work, he is a co-owner of PaxCo, a business involved in practice management. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s investment approach integrates proprietary research and third-party data to provide customized retirement income planning within a defined investment universe.

Jerry Michaels is a financial advisor at OSAIC with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he acts as a trustee for a family irrevocable trust. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a variety of portfolio management options and uses multiple proprietary and third-party tools to construct and manage client portfolios.

Constantin Azman is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he owns an accounting business, Primus Consulting, Inc., and is a co-owner of Language Quest Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based strategies managed by third-party asset managers and operates at a large scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

Gabrielle Fabre is a Series 66-credentialed advisor with Robert Baird & Co. in Winnetka, IL, where she has worked since 2018. She has seven years of industry experience, including roles at Newday Funds Inc., Tesla Inc., City Segway Toves, and GW University. Outside of her advisory work, she serves as the Treasurer of the French Alliance of NorthShore. Gabrielle is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research, manager selection, and advanced strategies including tax management and direct indexing.

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.

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 financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at the American Conservation Coalition for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique circumstances.

Matthew Roeser is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. prior to that. His background includes roles at Nuveen Securities, LLC and Michael Page, as well as experience associated with Indiana University Bloomington. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad product offerings.

Tejal Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Park Community Credit Union. 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 network of Wealth Advisors.

Michael Kizman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income strategies. Michael works closely with clients to develop personalized financial plans aimed at helping them pursue their long-term goals. He holds a Bachelor's Degree from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). Committed to community involvement, Michael actively volunteers with local organizations. Outside of work, he enjoys baseball, basketball, chess, running marathons, swimming, and spending time with his family.

Erich Gerlach is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He works with clients to prioritize, make, and implement financial decisions aimed at achieving their personal and family goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2012 to 2018. His career also includes positions at Citi Personal Wealth Management as a Relationship Manager and Investment Consultant, as well as roles at The Vanguard Group and US Bancorp Fund Services. Erich began his career in customer service and new accounts counseling at AnchorBank FSB. Throughout his career, Erich has developed experience in wealth planning, financial consulting, relationship management, and investment consultation. His work focuses on empowering clients through strong financial decisions that reflect their core values. Outside of his professional life, Erich enjoys biking, hiking, and traveling.

Michael Schaffer II is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing Services, LLC for seven years before joining his current firm. Outside of his advisory role, he assists in running Schaffer Management Services Corp., a business involved in managing a financial practice. 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 using proprietary research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Anton Atkinson is a Series 66 licensed financial advisor with LPL Enterprise in Rosemont, IL, bringing two years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities LLC and NinjaTrader LLC among other firms. He is also involved on a limited basis with Hunken Ewing Financial Group, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines LPL’s proprietary model portfolios, third-party asset management, and insurance products.

Matthew Hersh is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to joining Morgan Stanley, he was employed in engineering roles at Primera Engineers, Henneman Engineering, and Calvin, Giordano & Associates. Outside of his advisory work, he is a partner in a private family real estate holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.