Kevin Rosenberg serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as corporate equity and compensation plans, trust and estate planning strategies, tax-efficient investing, personal retirement planning, and business liquidity management. His approach focuses on simplifying complex financial concepts to help clients achieve the best possible future with their available resources. Kevin holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional work, Kevin is actively involved in community organizations. He serves as the Assistant Treasurer for the Union League Boys and Girls Clubs in Chicago and volunteers with the Special Olympics of Illinois. He also supports the Juvenile Diabetes Research Foundation. His personal interests include music, basketball, biking, boating, hiking, racquetball, reading, spending time with family, traveling, and writing.

Sean Borchers is a financial advisor at Edward Jones with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at JP Morgan Chase in various capacities for nine years. Outside of finance, he is involved with a music band called Wings of Severance that performs around the Chicagoland and Milwaukee areas. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment services. The firm has a large network of advisors and branch offices and offers both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

Bryan Luczkiw is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2015 and has provided tax and accounting services through CBC Tax & Accounting since 1997. Outside of advising, he owns a collectibles business on eBay and serves as treasurer for a nonprofit promoting lower Illinois tax initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, supported by ongoing supervision and client reviews.

Quinn Mc Inerney is a financial advisor with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including prior roles at Merrill and Axa Advisors. Outside of his advisory work, he serves as an adjunct professor at Harper College, teaching a course on preparing for the Securities Industry Essentials (SIE) exam. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Aaron Roehl is a Series 66-registered financial advisor with Merrill, where he has worked for 10 years. Prior to and concurrently with his advisory role, he was involved with Aircraft Training Services, LLC for 12 years. Outside of his advisory duties, he serves as a trustee for the R. W. K. 2022 Trust and holds multiple roles at Hope Lutheran Church, including board member and mutual ministry committee member. 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, pension plans, corporations, and charitable organizations.

Michael Smith is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes positions at UBS Financial Services, Commonwealth Financial Network, and Plexus Financial Services. He is also a for-profit board member of The Center for Board Certified Fiduciaries. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Jessica Mc Main is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios supported by research and due diligence on alternative investments.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, with additional experience at St. John's Lutheran Church and School. His credentials include Series 63 and Series 66 registrations. 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 broad range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by both discretionary and non-discretionary strategies.

Adam Thompson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, offering model asset allocations that may include an ESG eligibility framework.

Gregory Kamp is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Allstate Financial Advisors LLC and Mass Mutual Investors Services. Outside of his advisory work, he serves as a trustee and executor for family trusts and estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Perry Meyers is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. His prior experience includes roles at Fidelity Investments, Strategic Advisors, Inc., William Blair, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Kristy Ihle is a financial advisor with Equitable Advisors, holding a Series 66 license and three years of industry experience. Her work history includes multiple roles at Infinity Strategic Partners LLC and Equitable Advisors. Outside of financial advising, she has experience working in wellness and service industries, including Yoga Six and Elements Massage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Joseph Kim is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63, 65, and 66 licenses and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Kim is involved in independent insurance brokering for several health insurance providers and participates in business activities with JPT Lifeway Partners. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a wide client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brett Salzer is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with Raymond James & Associates in Deerfield, IL, where he has worked since 2019. Prior to that, he was with Mesirow Financial, Inc. from 2012 to 2019. In addition to his advisory role, Salzer serves as an adjunct professor at Roosevelt University, teaching undergraduate and graduate finance courses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kurt Kubon is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Citigroup Global Markets, where he worked from 1998 to 2009, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Kubon serves as a trustee for multiple personal trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenarios to model outcomes.

Paul Benjamin is a CFP® and PFS™ credentialed advisor with 31 years of industry experience. He is currently a partner at The Hechtman Group, a CPA firm, and has held roles at Cetera since 2004 and Echales, Benjamin, & Simkin, LLP from 2007 to 2021. Benjamin serves as a board member for the Sedol Foundation, a nonprofit organization. He works with Cetera Investment Advisers LLC, an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Mara Gasher is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2017 and has prior experience at Northwestern Mutual and Bank of America, N.A. Outside of finance, she held a position at Starbucks for five years. Merrill 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.

Marybeth Cremin is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and sophisticated modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Chris G. Atsaves is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Atsaves is involved with the American Hellenic Educational Progressive Association (AHEPA), a cultural and educational organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.