Patrick Schiltz is a CFP® and ChFC® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Coleman is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. She has worked at Cetera since 2004 and also serves as a partner at Coleman & Associates CPA's Ltd, providing financial and tax services. In addition to her advisory roles, she is the treasurer of A Red Orchid Theatre, a nonprofit organization based in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies through affiliated and third-party managers across multiple program structures.

Scott Mc Vey is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously was with McAdam LLC and VOYA Financial Advisors, Inc. Scott is based in Chicago, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Josip Soldo is a Series 66 licensed financial advisor with Merrill in Northbrook, IL, bringing 23 years of industry experience. He has been with Merrill since 2002 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing several family-owned rental property LLCs. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brie Edmunds is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on helping individuals and families achieve their financial goals through thoughtful guidance, personalized strategies, and a long-term approach to financial well-being. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brie has completed her bachelor's degree at Illinois State University. Her expertise lies in providing tailored wealth management solutions to clients, drawing on her specialized certifications and commitment to client-focused advice.

Adam Selman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and a decade of industry experience. He has been with J.P. Morgan entities continuously since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Miguel Hernandez is a CFP® with 22 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. He is also president of The Chumness Legacy Recycle Program, a nonprofit focused on bike repair and distribution. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research and includes derivatives and commodities capabilities.

Jamal Nia is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners LLC, and Highpoint Advisor Group, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Fiarito is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Valentine is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses and is based in Park Ridge, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Greene serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies that help clients pursue their financial goals through careful planning and prudent investing. His areas of expertise include corporate benefits, executive compensation, equity compensation services, personal retirement planning, and retirement income. Mr. Greene holds a Bachelor's degree from Amherst College, a Master's degree from Yale University, and an additional Master's degree from Indiana University Kelley School of Business. He maintains the Professional Investment Advisor (PIA) designation and is experienced in wealth management, estate planning services, trust advice, and investment portfolio strategies. Active in his community, Steven holds leadership roles such as President of the Northbrook Symphony Orchestra and board member of the Ravinia Festival Associates and Northbrook Symphony Orchestra. His personal interests include music, reading, and spending time with his family.

John Birkhauser is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for over four decades and Bank of America for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Stuart Cutler is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 38 years of industry experience, including tenures at Cantella & Co., Inc. and Commonwealth Financial Network. He serves as a board member for the Winnetka Mews Condominium Association. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Richard Pecard is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Charles Coe is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities since 2020, as well as First Allied Advisory Services from 2012 to 2020. Outside of his advisory role, Coe is an author and speaker involved in education and teaching, and he hosts a podcast focused on life topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, providing a range of customizable investment strategies and program structures.

Joe Lala is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. His career also includes a tenure with JPMorgan Chase Bank, N.A. beginning in 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Stephen Morris is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company, Bank of America, Merrill, and First American Bank. Outside of his advisory role, he has also worked as a rideshare driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Glen Mikolajczak is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Eagle Strategies, and Morgan Stanley DW Inc. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Brendan Yarwood is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. His prior work includes positions at Jared the Galleria of Jewelry, DePaul University, Menards Inc, and the University of St. Thomas. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides a variety of platform options, proprietary model strategies, and access to third-party advisers.