Rhonda Salins is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She is a general partner in a family limited partnership and serves as a trustee for multiple trusts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies and advisory services.

Carla Lang is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has been with Merrill since 2009 and has concurrently worked with Bank of America, N.A. since 2011. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Scott Berk is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 13-year tenure at Citigroup Global Markets. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment strategies through its Financial Advisors and Estate Planning Strategies Group.

Katherine Strain is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Raymond James & Associates. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to customize implementation through brokerage or advisory programs.

Daniel Volk is a financial advisor with LPL Financial in Grayslake, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Merrill, Chase Investment Services Corporation, and Banc One Securities Corporation. He is involved with Wintrust Investments Insurance Agency, focusing on non-variable insurance. 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 institutional platforms, and supports advisors with research-driven model portfolios and technology tools.

John Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in Northfield, IL, and has five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Spectrum Retirement Communities and The Well. 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 and institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

Derek Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients create personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, portfolio management services, and retirement planning, with a focus on serving corporate executives and women and wealth. Derek holds a Bachelor's Degree from Northern Illinois University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is committed to understanding clients’ values and goals through one-on-one conversations, working alongside them to pursue their life objectives while planning their legacy. Outside of his professional work, Derek volunteers with community organizations including the Field Museum of Natural History, Holy Family Catholic Academy, and St. Nectarios Greek Orthodox Church. His personal interests include baseball, golfing, scuba diving, traveling, and spending time with his family.

Robert Christman is a financial advisor at Edward Jones in Palatine, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Julia Hender is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining J.P. Morgan, she worked at Compass Financial Partners by Northwestern Mutual and was involved with the Tulane Center for Entrepreneurship and Tulane University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Paolina Dimitrova is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this position, she served as a Relationship Manager at the same firm from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Throughout her tenure at Fidelity Investments, Paolina has developed expertise in client financial planning and relationship management. She approaches the planning process with care, structure, and attention to detail, focusing on aligning closely with her clients' goals to provide a thoughtful and seamless experience. Outside of her professional work, Paolina enjoys activities such as beach outings, fitness, hiking, Pilates, traveling, and exploring culinary interests.

John Ruddy is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on helping affluent individuals and their families navigate today's financial challenges. He provides personalized attention and disciplined, customized financial strategies aligned with clients' goals, liquidity needs, time horizon, and risk tolerance. John manages portfolios on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. John has many years of experience as a financial advisor, including prior work in the insurance industry. He holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, is a qualified Portfolio Manager, and also has the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science in Business from John Carroll University and graduated from Fenwick High School in Oak Park, Illinois. A Chicago native, John lives in Glenview, Illinois, with his two sons. He is an avid baseball fan and is actively involved in the community as a coach for Blaze Buddy Ball and Glenview Youth Baseball.

Matthew Atristain is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. Outside of finance, his background includes roles at Jimmy Johns and Mariano's. 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.

Connor Terry is a Series 66-licensed financial advisor with J.P. Morgan Securities in Libertyville, Illinois, having three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process and a range of derivatives and commodities capabilities.

Anastasia Thermos is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments, Inc., Cuna Brokerage Services, Inc., and Abbott Laboratories Ecu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and systematic methodologies in its investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Fradi Dababneh is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to working closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Fradi emphasizes ongoing advice and portfolio adjustment to align with clients' changing circumstances. His areas of expertise include college and education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fradi completed an Accredited Certificate Program at the College of Lake County. Outside of his professional role, Fradi enjoys basketball, boxing, fishing, pickleball, running, and spending time with his family. He is involved in his community through church security work.

Gary Heymann is a financial advisor with Edward Jones in Deerfield, IL, holding a Series 66 credential and 20 years of industry experience. He has been with Edward Jones since 2006. 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 managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Chapel is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2019. He has six years of industry experience and has also worked at Primerica and Becker Logistics LLC. Outside of finance, he works as a freelance DJ for corporate events, weddings, and nightclubs under the name dB Stereo. 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 combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

John Jawor is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he serves the financial needs of corporations, senior executives, and their families by providing strategic and purposeful wealth management services. John focuses on areas such as corporate equity and compensation awards, including the design and administration of Rule 144 and 10b5-1 trading plans. He has also consulted Fortune 1000 companies on their Corporate Owned Life Insurance (COLI) requirements. John offers detailed advice to individuals and families, addressing multiple aspects of wealth, including long-term strategy, portfolio design, tax-minimization, retirement income modeling, and trust and estate planning. His integrated approach aims to create customized frameworks that align with each client’s unique priorities and goals. He holds the titles of Equity Plan Consultant and Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis. John began his career in 1992 at Morgan Stanley as a Financial Advisor and Senior Vice President before joining Merrill Lynch in 2008. He earned a Bachelor’s degree in economics from the University of Montana. Outside of his professional work, John dedicates time to community involvement as a Governing Member of the Chicago Symphony Orchestra and supports multiple organizations including the University of Montana, Lincoln Park Zoo, World Vision International, DePaul University, Shriners Hospitals for Children, and HighSight. He is also a music enthusiast who has participated in flamenco guitar competitions.

Constantine Kartsimas is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Northwestern Mutual and Guardian Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Laura Cardinal is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she serves as an AV Coordinator for Faith United Methodist Church in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client goals.