Paul Schifferer is a financial advisor at Edward Jones in Cary, IL, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and has served as Mentorship Chairman for AmSpirit Cary Grove Business Exchange, a local small business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a nationwide network of more than 23,000 financial advisors and managing over $1 trillion in assets.

Joseph Bertoni is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Seth Greenberg is a financial advisor at Merrill with Series 63 and Series 65 credentials. He has one year of industry experience and previously held roles at Learfield, the Kansas City Chiefs, Allstate Insurance, and Syracuse University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Lisbeth Guerrero Aguirre is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2019, as well as previous experience at Fifth Third Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Allison Ockwood is a financial advisor with J.P. Morgan Securities in Skokie, IL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Prudential Equity Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Vitale is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Before joining LPL Financial, he worked at Wintrust Bank and has employment experience outside of finance as a server at Mister 01. Joseph has also held positions at Arizona State University, Harper Community College, and Wheeling High School. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced research and operational tools.

Charles Stuck is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Marieta Borzym is a CFP® professional with 12 years of experience at Edward Jones, where she has worked since 2014. She is based in Elmhurst, Illinois. Outside of her advisory role, she serves as a committee member reviewing financial statements for St. Peter's UCC in Elmhurst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jose Munoz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A., Enterprise Holdings, Calabrese & Sons Inc, Valle Security, Northern Illinois University, and Triton Community College. 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 strategies supported by internal and third-party investment teams for a range of clients including individuals, high-net-worth clients, and organizations.

Luke Slaughter is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2013 and is also associated with Bank of America, N.A. since 2015. 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 and supports a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Porter is a Senior Financial Advisor with experience in business development and relationship management. He previously worked as an associate in the Chicago Merrill Lynch Wealth Management office before joining The Porter Group in 2015. Kyle assists with analyzing mutual funds, structured products, and comparing performance results and asset allocation. He holds registrations including FINRA Series 7 and 66 and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of St. Thomas. Outside of work, Kyle supports Chicago sports teams and currently resides in West Loop.

Cynthia Mariscal is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and having nine years of industry experience. She has worked at several notable firms, including Wells Fargo Advisors, Merrill, RBC Capital Markets, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Andrew Schumacher is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Metlife Securities, Inc. Outside of his advisory role, he is the owner of Partners in Planning LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment solutions through a network of independent professionals and maintains a range of proprietary and third-party model strategies.

Caroline Schaffer is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing, among other roles. Outside of her advisory work, she manages Schaffer Management Services, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. Advisors use firm resources and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Yung Moon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years and has been associated with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he engages in insurance brokerage related to fixed business from MetLife. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual, collaborative planning engagements.

Nancy Morales Calara is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, she held positions including Relationship Manager and Transition Services Specialist at Fidelity Investments, as well as various roles at Merrill and Banker's Life and Casualty Co. Her career demonstrates a progressive experience in financial services and client relationship management. Nancy emphasizes the importance of listening and building trust in financial planning. She approaches financial discussions with a focus on understanding each client's unique circumstances, whether addressing retirement, investments, or unforeseen financial events. Her professional philosophy centers on providing clarity and support as clients navigate their financial situations. Outside of her professional work, Nancy has interests in art, badminton, cars, food, social events, and traveling.

Adam Klupchak is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Beran is a Series 66–credentialed financial advisor with Edward Jones, based in Mt Prospect, Illinois. She has four years of industry experience, having worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across a range of net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,700 advisors.

Christ Cordogan is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Primerica Advisors and related firms since 2003. Outside of his advisory role, he has engaged in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies offered by unaffiliated asset managers and supports accounts with custody and trade execution through Pershing, focusing primarily on individual investors rather than institutional clients.