Christopher Fash is a CFP® professional with 25 years of industry experience, currently with Ameriprise in Oak Brook, IL. His career includes roles at MetLife Securities Inc. and Rabjohns Financial Group/Nef before joining Ameriprise. Outside of advising, he manages a private LLC for practice expenses and is involved with a private hunting club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Mazin Nabulsi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and TEK Systems. Outside of finance, he has been involved with Varsity Tutors for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Matthew Davidson is a financial advisor with J.P. Morgan Securities in Oak Brook, IL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior experience at Daly Fire Protection, Marist High School, Saint Xavier University, and Domani Construction. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking capital markets approach and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Oconnor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

William Kraus is a Series 66-licensed financial advisor at LPL Financial with five years of industry experience. He previously worked at Wintrust Investments, LLC, and held multiple positions at Indiana University and in education. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin is also involved in the sale of fixed life insurance products through a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance services.

Justin Foley is a Series 66-registered financial advisor with LPL Financial, based in Hammond, IN, and has 10 years of industry experience. He previously worked at First Midwest Bank and currently holds a wealth advisor role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Michele Davis is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2019, following five years at DWS Investments Distributors, Inc. Outside of her advisory work, Michele owns a rental property listed through VRBO. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and maintains a centralized operational structure supporting advisory, brokerage, and custody services.

Jordan Raynor is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2017 to 2025, Charles Schwab & Co., Inc. from 2016 to 2017, and American Valuation Group from 2013 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on diverse investment strategies and extensive advisor support tools.

Mary Galvin is a financial advisor at Osaic with 25 years of industry experience. She holds the Series 63 and Series 66 licenses. Before joining Osaic in 2024, she worked at Woodbury Financial Services for 17 years and had prior roles at Equitable Advisors and Mony Securities Corporation. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an emphasis on model-based asset allocation and portfolio optimization, supported by various account management options and third-party platforms.

James Trent is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at BMO Harris Financial Advisors, Charles Schwab Bank, SSB, and Charles Schwab & Co. Inc. He is based in Homer Glen, IL. 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.

Kathleen Cimonetti is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Fidelity Investments. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Cameron Donnelly is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley in various capacities since 2015 and was previously with Deutsche Asset Distributors, Inc. from 2016 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

George Curtin is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he managed a rental property business from 2013 to 2021. 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 offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a combination of quantitative and qualitative due diligence.

Colin Vorreyer is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at Northpoint Financial Group and roles at academic institutions including the University of Wisconsin - Whitewater. OSAIC Wealth serves a diverse client base including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering various programs such as comprehensive financial planning and retirement plan consulting.