Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sondag is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on a committee with management and supervisory functions for 8 Rope LLC, a non-investment-related entity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm provides a wide range of services including wealth management, institutional trading, and capital markets activities.

David Kassner is a Senior Resident Director and Wealth Management Advisor at Merrill. He has been serving individuals and businesses since 1997, beginning his career with a global management consulting company. Prior to joining Merrill Lynch Wealth Management, he specialized in advanced and institutional insurance and investment strategies. David has expertise in a range of areas including college education planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's degree and an MBA from Northwestern University and the Northwestern University Kellogg School of Management, respectively. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Glenview, Illinois, David lives with his wife Barbara and their three children. Outside of work, he participates in community organizations such as the Boy Scouts of America, Glenview Park Foundation, and Northwestern University. He is a member of the Exmoor Curling Club, Northwestern University Leadership Circle Board, and the Professional Ski Instructors Association (PSIA). His personal interests include curling, skiing, golfing, refereeing, hiking, soccer, music, traveling, spending time with family, and watching movies.

Vicky Homatas is a financial advisor at J.P. Morgan Securities in Arlington Heights, IL, with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2015, alongside a role at SLM Investments LLC since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Susan Weitzman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. She serves on the investment committee for Temple Jeremiah in Northfield, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse services including estate planning and models that utilize Monte Carlo simulations and secular return estimates.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. Wang holds the Series 66 designation and previously worked at LPL Financial and Express Line Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies.

Robert Foltz is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He serves on the board of Youthbuild Lake County, a charitable nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, alongside integrated financial planning and brokerage services.

Amy Thompson is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has been with Cetera and Cetera Financial Specialists LLC since 2004. In addition to her advisory role, she is a CPA and provides tax and accounting services through Weiss & Thompson, PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Justin Mcintire is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. He worked at Merrill Lynch from 2006 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings and provides a broad range of capital markets services.

Martin Keidan is a financial advisor at Ameriprise with 42 years of industry experience. He has been with Ameriprise and its predecessor firms since 1983. Outside of his advisory work, he serves as a Little League coach for the Deerfield Youth Baseball Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Jing Ping Xu is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has a background that includes roles at Waddell & Reed, various insurance carriers, and involvement with Dream Land Realty for 20 years. Outside his advisory work, he has business interests in real estate through Dream Land Realty. 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, model portfolio programs, third-party asset management, and institutional platforms.

Benjamin Brown is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Brown serves as a director for the Western Golf Association, where he helps raise awareness for the Evans Scholarship Program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Tammy Butts is a financial advisor at Equitable Advisors with 28 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2001. She holds Series 63 and Series 66 licenses and serves clients from Deerfield, Illinois. Outside of her advisory work, she acts as an executor and trustee for family estates and holds power of attorney for her parents' financial accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs, including third-party asset managers and LPL-sponsored platforms, focusing on matching clients to suitable investment models while offering ERISA fiduciary services to qualified plans.

Matthew Perley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following a year at Distinguished Programs Group. He also serves in the United States Army Reserves, focusing on exercise design for deployment readiness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Christopher Sevilla is a financial advisor at Robert W. Baird & Co. based in Winnetka, IL. He holds a Series 66 designation and joined Baird in 2025. Prior to his current role, he has held various positions in hospitality and entertainment industries. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by internal research and technology including artificial intelligence.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has operated Platania Financial Inc. since 2015. Outside of his advisory work, he serves as an adjunct faculty member at the National Judicial College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.