Jordan Gelb is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1994. He has over three decades of experience working with high net worth individuals, families, and institutional retirement plans. Jordan focuses on developing creative and personalized strategies to help clients achieve their financial goals. He also collaborates with plan sponsors on evaluating record-keepers, investment options, and plan design to optimize retirement plans. Jordan holds a bachelor's degree from Indiana University and has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), and Chartered Retirement Planning Counselor (CRPC). His expertise covers corporate benefits, executive compensation, family wealth management strategies, and investment consulting for defined contribution plans. In addition to his professional work, Jordan is involved in community organizations such as the Bnai Brith Sports Lodge and Napa Flyin. He enjoys sports like basketball, golfing, swimming, table tennis, and volleyball.

Naomi Lynn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo affiliates since 2016. Lynn is a founding board member of Women Who Advise, a Chicago-based networking group for female advisors. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jessica Spondouris is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill and JP Morgan Chase Bank. She serves on the board of her homeowners association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Ryan Westphal is a financial advisor at Wells Fargo Clearing in Oak Brook, IL, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Koutris is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Northbrook, IL. He has been with Charles Schwab since 2020 and previously worked with Charles Schwab Bank, SSB. Outside of his advisory role, he is a sports official for youth baseball, softball, and basketball across the northwest Chicago region. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custodial services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset model portfolios and alternative investment due diligence.

Mao Xia is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. Prior to joining Fidelity, Mao worked at Bank of America, Merrill, BMO Harris Bank, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies.

Anthony Trainor is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with LPL Financial and has worked there since 2019, following a 16-year tenure at Harris Investor Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Omar Zaki is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in family real estate development ventures in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a broad national network of advisors and branches.

Michael Purdy is a financial advisor with Stifel in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1990. Outside of his advisory role, he serves as president and limited partner of Galvani Family Ltd. Partnership, a family partnership managing a commercial property in Northbrook, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy that incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Terrence Ruff is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Securities for 17 years. In addition to his advisory role, he serves as a board member and treasurer for a nonprofit organization and is a licensed insurance agent and notary public. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of integrated financial services and investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jason Gunther is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working out of Lake Forest, 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Murphy is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Cheryl Duda is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals, families, and small business owners protect and grow generational wealth. She works closely with clients to understand their unique priorities and develop personalized financial plans that align with their needs and values. Her expertise includes retirement and legacy planning, tax-efficient investing, college education funding, small business solutions, and access to specialty lending. With over 20 years of experience in the financial industry, Cheryl holds professional designations including Chartered Financial Analyst (CFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Shanghai International Studies University and an MBA from the Illinois Institute of Technology. Fluent in both Chinese and English, Cheryl brings a broad perspective to her client relationships. Outside of her professional role, Cheryl is active in her community through involvement with District 30 Toastmasters and XL Toastmasters Club. She enjoys running, including marathons, cooking, hiking, reading, traveling, and spending time with her family.

Jeffrey Curio is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2022, he spent ten years at UBS Financial Services. He serves on the Finance Committee of St. Patrick High School in Chicago. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies.

Bradley Jenks is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 2000. Jenks serves as a board member of the Zacharias Sexual Abuse Center, a nonprofit organization. LPL Financial is a national firm serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through its network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management and supports diversified strategies with research and technology tools.

Jacob Drescher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. Their process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within their investment menus.

Mason Homsey is a CFP®-designated financial advisor at Charles Schwab with four years of industry experience. His prior work includes roles at INAV, LLC and Fidelity Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside integrated brokerage and custody services.

Julianne Eiserman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets beginning in 1991. 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 planning process using firm-approved tools and market simulations.

Connor Kotzenberg is a Series 66-licensed financial advisor at Merrill with four years of industry experience. His prior roles include positions at Bank of America, Northbrook Park District, and Target. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Edward G. Schroeder is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on retirement planning strategies and institutional money management analysis. He also undertakes responsibilities such as reviewing trust accounts and optimizing insurance policy strategies. Edward holds Series 7, 3, 31, 63, and 65 FINRA registrations, as well as the Illinois Life Insurance license. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Edward began his financial services career on the trading floor of the Chicago Board of Trade as a broker and trader. He holds a bachelor's degree in Communication from the University of Kentucky and a high school diploma from New Trier East. His client focus areas include legacy planning, personal retirement planning, socially responsible investing, values-based and ESG investing, sports and entertainment, and individual and corporate investment strategy. Away from the office, Edward enjoys biking, cooking, fishing, skiing, swimming, and traveling. He is involved in community activities such as the American Lung Association Portland OR Reach the Beach event and supports the Blessed Sacrament Youth Center in Chicago's Lawndale neighborhood.