Filip Momcilov is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools necessary to manage their financial lives and select platforms that align with their needs. Filip holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UKIM St Ciryl and Methodius. His professional approach focuses on helping clients identify what matters most to them and their families to develop strategies for pursuing their financial goals.

Alan Banuelos is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JP Morgan Securities, Fidelity Brokerage Services, Merrill, Bank of America, and PNC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Marta Soltys is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Pappageorge is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes roles at Morgan Stanley, Wells Fargo Clearing, and Citigroup Global Markets. Outside of her advisory work, she holds a power of attorney role for an unrelated business activity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bruce Smith is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and utilizing the Global Investment Committee’s research for modeling outcomes.

Michael Rymsza is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sophia Cajiao serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. Her approach focuses on helping clients identify their financial goals and develop strategies to pursue them. Sophia holds a Bachelor's Degree from Elmhurst University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support her expertise in retirement planning and investment advisory services. Beyond her professional work, Sophia is involved with UNIVERSIDAD UTE, indicating a commitment to community engagement.

Dean Labelle is a financial advisor with Cetera who holds the Series 66 designation and has 26 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and also owns and operates Dean Labelle Accounting, providing accounting, bookkeeping, payroll, and tax services since 1992. Additionally, he serves as a music director and worship service planner for a religious organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Teresa Ferrer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Joni Spungen is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in training to become an arbitrator and is a partner in Kahului Skies L.L.C. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Ryan Dundon is a financial advisor at UBS Financial Services with nine years of industry experience. He has held previous roles at Ameriprise Financial Services and worked at The Ohio State University before entering the financial sector. Dundon holds the Series 65 and Series 63 licenses. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory solutions, offering services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Mrugesh Shah is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Fidelity in various advisory roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Alyssa Vu Leemputte is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Bank USA and UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Gottwald is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and eight years of industry experience. He previously worked at Merrill Lynch/Bank of America for six years and has held roles at National Asset Management, National Securities Corp, Modern Woodmen Of America, and the University of Dayton. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Back is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Prior to his current position, Kyle held several roles at Thrivent Financial for Lutherans during 2021, including Financial Advisor, Financial Associate, and Associate Representative. Kyle holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients, focusing on trust, reliability, and competency as key elements of his professional approach. Outside of his professional work, Kyle has interests in baseball, comedy, concerts, fitness, football, and traveling.

David Hanold is a CFA charterholder with 25 years of industry experience. He has been with Hanold Asset Management, LLC since 2000. Hanold Asset Management is a firm that has operated with David Hanold as its principal advisor.

Laurence Kuhl is the sole advisor at Kuhl Investments Inc. in Lake Bluff, IL, holding the PFS™ designation and Series 65 license with 27 years of industry experience. He has managed Kuhl Investments since 1997 and also owns Kuhl Financial Services, a separate business providing tax preparation and comprehensive personal financial planning. Kuhl Investments Inc. operates as an independent firm focused on serving individual clients.

Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Patrick Scholz is the sole advisor at JH Kaufman LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has previously worked at Corhaven Technologies LLC and BCD Advisors. JH Kaufman LLC is an independent advisory firm providing investment management and educational seminars to a small client base of approximately 16 households. The firm combines ongoing portfolio management with financial-product sales and client education, operating at a boutique scale.