Christine Pall is a financial advisor with Ameriprise in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. She has been with Ameriprise and its affiliate since 2014. She is also involved as a registered assistant to Chan Kang through CHK Group LTD, managing an advisory business. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, with an emphasis on Ameriprise-managed accounts and affiliated investment products.

Jelena Stanojevic is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007, holding Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process supported by firm-approved tools.

Donald Wallace is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Wallace serves as president of Sunset Ridge Country Club, a nonprofit private country club, where he oversees scholarship selection and the financial condition of the fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and both traditional and non-traditional investment strategies.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Mahua Chakraborty is a financial advisor at Equitable Advisors in Deerfield, IL, holding a Series 66 designation with six years of industry experience. She has worked at Equitable Advisors since 2020 and previously spent time at Axa Advisors, Llc. Prior to her financial services career, she was employed as a homemaker from 2011 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models through third-party managers and offers ERISA fiduciary services to qualified plans.

Christopher Schneider is a Series 66-licensed financial advisor with Equitable Advisors in Northbrook, IL, where he has worked since 2009. He has 17 years of industry experience, including tenure at Axa Advisors, LLC. Outside of his advisory work, Schneider serves as a volunteer firefighter for the Western Springs Fire Department. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and financial goals.

Bradley Zamler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Zamler serves as a board member of the American Friends of the Israel Sport Center for the Disabled, an organization focused on rehabilitation for children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

James Mcghee is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He also acts as a trustee of his mother’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Antonette Gambini is a CFP® professional with over 31 years of experience in the financial industry. She has been with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC., where she worked for 20 years. Outside of her financial advisory role, she supervises and directs the handbell program as a Bellmaster at the First Congregational Church of Crystal Lake. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. 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 investment solutions.

Christopher Brown is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 1993, working at J.P. Morgan Securities since 2012. 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 non-discretionary investment recommendations supported by centralized due diligence and an ESG eligibility process.

Adam Marfurt is the Vice President and Branch Leader responsible for leading a team of financial professionals to deliver an exceptional client experience and foster long-term relationships. He has held leadership roles as a Branch Leader at Charles Schwab from 2021 to 2022 and at TD Ameritrade from 2017 to 2021. Prior to his leadership positions, Adam worked as a Senior Financial Consultant at TD Ameritrade from 2014 to 2017 and as an Active Trader Account Executive at TradeStation Securities from 2010 to 2014. Adam's professional experience spans client relationship management, team leadership, and financial consulting across multiple firms in the financial services industry. Outside of his professional career, Adam is interested in running, soccer, and tennis.

Charles O'Neil is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing advisory programs, portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

Daniel Liebers is a financial advisor at Equitable Advisors with 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC for 21 years. His credentials include the Series 63 and Series 65 licenses. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a range of asset management programs, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Rafal Mosior is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Merrill since 2016 and also has experience with Bank of America, N.A. outside of Merrill. In addition to his advisory role, Mosior is involved part-time with T.A.R. Restoration Inc., a roofing company where he conducts client meetings and roof inspections. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leland Galan is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at Edward Jones from 2015 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Matthew Heise is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill Lynch, and other financial firms. 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 supported by firm-approved tools and strategies.

Tina Reilly is a Series 66-licensed financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at Lululemon for six years in sales and marketing. She remains involved with Lululemon outside of her advisory role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a wide range of clients through various financial products and services.

Ryan Rymarzak is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and build customized plans to meet their unique needs. He places a strong emphasis on forming and maintaining relationships based on trust, reliability, and competency. Ryan has accumulated extensive experience in the financial services industry, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2022. His leadership roles include serving as Branch Leader at TD Ameritrade from 2018 to 2020 and Producing Branch Leader at Scottrade between 2014 and 2018. Earlier in his career, he worked as a Senior Stockbroker at Scottrade from 2010 to 2014.

Ian Williams is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as a Financial Advisor at Morgan Stanley from 2020 to 2022, and began his career as a Trainee at Thrivent in 2020. His professional experience encompasses various aspects of financial advising and consulting. Ian focuses on understanding the unique financial situations of his clients to co-create personalized plans aligned with their goals. He emphasizes the importance of client engagement and collaboration in maximizing the benefits available through Fidelity Investments. Additional details regarding Ian's education, credentials, personal interests, or community involvement were not provided.

Scott Davis is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Morgan Stanley Private Bank for nine years before joining Merrill and Bank of America in 2024. Outside of his advisory role, he serves as a board member for Dairymen's Inc., a family resort and club in Boulder Junction, Wisconsin. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.