Anna Goldberg is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Steersman and has a background that includes five years at Magnolia Bakery. Outside of her advisory role, she provides home care assistance for her father several hours a week. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management offerings, including fee-based financial planning and capital markets services.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 and investment services supported by a nationwide network of financial advisors and branch offices.

Rhonda Salins is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as a general partner and trustee for various investment-related family partnerships and trusts. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

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 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1996. Berk holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Wayne Hummer Investments for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

John Gilmore is a financial advisor with LPL Financial in Northfield, IL, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Spectrum Retirement Communities and The Well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

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, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Hender is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Compass Financial Partners by Northwestern Mutual and has been involved with the Tulane Center for Entrepreneurship and Tulane University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers its services on a non-discretionary basis, with clients retaining 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 a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions outside finance, including roles at Jimmy Johns and Mariano's. 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, 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 and has two years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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 financial advisor with J.P. Morgan Securities in Mundelein, Illinois. He holds a Series 66 designation and has six years of industry experience. Outside of his advisory role, he works as a freelance DJ under the name dB Stereo, performing at corporate events, weddings, and nightclubs. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

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.