Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. 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 solutions through a large nationwide network of advisors and branch offices.

Reed Griffiths is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at Wheels Inc and TEKsystems, and served as a board member of the Kenosha Country Club in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Constantinos Yianas is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Jennifer Price is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Bethany Lackey is a financial advisor at Merrill with 20 years at the firm and 13 years of industry experience. She holds a Series 66 designation and is based in Northbrook, Illinois. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Adam Barncard is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 20 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and modeling techniques.

Jennifer Fisher is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on creating personalized financial strategies that align with her clients' long-term goals, providing access to investment insights and banking solutions. Jennifer works closely with clients to understand their financial, professional, and personal priorities, tailoring strategies to support their unique circumstances. Her areas of expertise include college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Jennifer holds multiple professional designations such as Chartered Alternative Investment Analyst (CAIA), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Jennifer earned her Bachelor's Degree from Northwestern University and an MBA from the University of Chicago. She is actively involved in her community, participating in organizations including Bernie's Book Bank, Daniel Murphy Scholars, Glencoe Community Garden, Glencoe Junior Kindergarten Executive Board, Glencoe Parent Organization Board, National Council of Jewish Women Next Generation Board, and New Trier Parent Association Board. Outside of her professional work, Jennifer enjoys boxing, cooking, reading, running, scrapbooking, scuba diving, spending time with her family, and traveling.

John Pettis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. Based in Deerfield, IL, his career has been focused within the J.P. Morgan organization. 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 program centers on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence incorporating both quantitative and qualitative research.

Christopher Eilers is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves on the boards of two nonprofits, including Camp One Step by Children’s Oncology Services and eAngel Community, where he holds various leadership and finance committee positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

David Dosik is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SCF Securities, Inc., and MJ Financial Advisors, which he owns and operates. In addition to his advisory work, he is also a licensed fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Carol Passalaqua is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously spent 14 years at Citigroup Global Markets. Passalaqua serves on the executive board of the College of Lake County Foundation, where she has been involved since 1998, including roles as past president and ex-officio member of the finance committee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with an extensive range of investment and financial strategies.

Joseph Rosario is a CFP® professional with 10 years of industry experience. He is currently affiliated with Cetera and is the owner of Shoreline Financial Partners, where he provides financial services. His prior experience includes roles at Fidelity Investments, Allstate, and several other financial firms. Rosario also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Ryan Paulsen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Jaime Fredman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and supports over 14,000 financial advisors with both brokerage and advisory solutions.

Anila Buja is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. She has held roles at RBC Capital Markets since 2023 and has previous experience at Domino Amjet Inc and Lake Forest College, among other positions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

Leo Khorolinsky is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2012. Outside of advising, he is involved in sports management as a personal manager and contract negotiator for fighters. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and capital market assumptions to tailor client strategies.

Carol Deveney is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Fidelity. Her prior roles include multiple positions at Northwestern Mutual and a background in the fitness industry with Orangetheory Fitness and Venom Lagree. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves notable roles such as advising registered investment companies and constructing model portfolios for Fidelity Institutional Wealth Adviser.

Melanie Duguid is a CFP® professional with 19 years of experience in the financial services industry. She has worked with Cetera and its affiliated firms since 2007, including First Allied Advisory Services and Cetera ADVISORS LLC. Duguid serves as treasurer for the Tri-Con Community Nursery Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutional accounts.

Bruce Friedman is a financial advisor with LPL Financial in Lake Forest, IL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, Securian Financial Services, Minnesota Life Insurance, Banc of America Investment Services, and Northern Trust Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Sharon Count is a financial advisor with LPL Financial in Northfield, IL, holding a Series 66 credential and 14 years of industry experience. Her previous roles include work with Waddell & Reed, various insurance carriers for W&R Insurance Agencies, and ownership of Count Consulting, LLC. She is also a notary public and involved with the Center for Divorce Financial Planning and the Center for Divorce Resolution. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of investment strategies and financial planning services supported by operational tools and partnerships across various financial activities.