Raymond Ortega is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and has been involved with Platinum Wealth Solutions, LLC since 2013, where he also acts as a financial planner. Ortega has experience in sales and marketing of fixed annuities and non-variable insurance through his role as an insurance broker. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization, supported by various tools and programs, and is noted for its scale, complex affiliate network, and private-equity ownership.

Susan Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and offering 41 years of industry experience. She has been associated with Raymond James since 1999 and holds the Certified Divorce Financial Analyst (CDFA) designation since 2013. In addition to her advisory role, she also conducts non-variable insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad advisor network with municipal and public-finance expertise.

Dane Pinter is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He has worked at Raymond James & Associates since 2022 and was previously with Edward Jones for 16 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting services through a range of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Richard Moras is a CFP® professional with 20 years of industry experience. He currently works at Wells Fargo Advisors and previously spent 10 years at Wells Fargo Clearing and 9 years at UBS Financial Services. Moras serves as Treasurer for the Northwestern Memorial Foundation's Digestive Health Institute for Northwestern Medical School in Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Bruce Karman is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he conducts outside insurance brokerage through entities DBA Karman & Associates and Infinity Strategic Partners, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves personalized risk assessment and utilizes a mix of firm-offered and third-party advisory models without sponsoring its own wrap fee program.

Ann Kenik is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Philip Yun is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Inland Bank, and Woodbury Financial Services Inc. Yun is also the owner of Philip James Yun Inc., a business managing his Ameriprise practice. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Mathews is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior roles include positions at City National Bank, Aviva Investors, and as a Fixed Income Consultant. Mathews serves on the boards of two homeowner associations in Lake Forest, Illinois, including as president of Amberley Woods Master Association, Inc. 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 multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, supported by a significant capital-markets infrastructure and affiliated asset management capabilities.

Paul Murray is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Bank of America and Morgan Stanley. Outside of finance, he is involved in acting, auditioning for TV commercials and film/TV series. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Brittany Bossard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. She has worked with J.P. Morgan since 2015, including her current roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations related to derivatives and commodities.

Leonard Gertz is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, he held roles at Axa Advisors, Pruco Securities, The Prudential Insurance Company of America, Hyde Park Art Center, and Allstate Insurance. Equitable Advisors serves individuals—including non‑high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Gregory Pinsky is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, he serves on the finance subcommittee of the board of directors for BBYO International, a religious organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Yoav Sharon is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he spent 14 years at Driehaus Capital Management, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process leverages centralized due diligence combining quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Svitlana Botsyura is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 2003 and joined Merrill in 2010. Svitlana focuses on providing high-quality wealth planning experiences that simplify the complexities of financial life, with an emphasis on clear communication, transparency, trust, and excellent service. She works closely with high-net-worth clients and supports The Sheppard Group, recognized in the Forbes "Best-in-State Wealth Management Teams" list in 2024. Additionally, she has been named to the Forbes "Top Women Wealth Advisors Best-in-State" in both 2023 and 2024, as well as the "Top Next Generation Wealth Advisors Best in State" list in 2023. Her expertise encompasses a broad range of client focus areas including equity compensation services, family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, and services for endowments, foundations, and non-profits. Svitlana integrates a holistic approach to wealth management, incorporating home, health, leisure, and philanthropy aspects tailored to each client's goals. She holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Svitlana earned a Bachelor of Science in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. She is fluent in Ukrainian, Russian, and English. She is involved in community initiatives such as Better Money Habits, a Bank of America partnership with Khan Academy, and the Chicago Public Library Foundation Associate Council. Svitlana resides in the Wicker Park neighborhood of Chicago with her husband Brian and their rescue dog Chloe. Outside of work, she enjoys plant-based cooking, reading, traveling, biking, yoga, hiking, running, and skiing.

Roberto Barbanente is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2009, including ten years at Morgan Stanley Private Bank, N.A. He serves on the Finance Committee for Clearbrook, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating tools such as Monte Carlo simulations and serves clients through both direct and corporate financial planning agreements.

Steve Brunke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.

Patrick Wald is a Financial Consultant at Fidelity Investments. He has held this role since 2026, following his tenure as an Investment Consultant at Fidelity from 2024 to 2026. Prior to joining Fidelity, Patrick worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024 and as an Investment Specialist at Merrill Edge from 2017 to 2020. Patrick partners with clients to understand their financial goals and develop customized financial plans that address their unique needs. He emphasizes client education and providing quality service to clients and their families, striving to maintain trust, reliability, and competency. Further details about Patrick's education, credentials, personal interests, or community involvement have not been provided.

Jordan Gelb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over three decades of experience working with families and corporations on their financial goals. Jordan focuses on creating personalized strategies to help clients optimize their compensation plans and protect their wealth from unnecessary risk exposure. His expertise includes corporate benefits, executive compensation, family wealth management, legacy planning, portfolio management, and retirement planning. Jordan holds a Bachelor's Degree from Indiana University and has earned multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His team employs proprietary financial models to help clients maximize the value of their benefits plans and navigate complex financial matters. In addition to his professional endeavors, Jordan is involved in community organizations such as Bnai Brith Sports Lodge and Napa Flyin. He resides in Northbrook with his wife and has two adult children. In his spare time, Jordan enjoys basketball, golfing, swimming, table tennis, and volleyball.

Evan Scherer is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments, IHT Wealth Management, Transamerica Financial Advisors, and Merrill. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. 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’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model allocations, and it offers enhanced derivatives and commodities capabilities relative to many institutional advisory programs.

Ryan Westphal is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, Edward Jones, and Merrill. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.