Gabriel Reyes is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Princor Financial Group, Principal Life Insurance Co, and PNC Wealth Management. Reyes is also an officer of Invictus Capital Holdings, LLC, a passive business activity based in Skokie, Illinois. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to both retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic construction.

Thomas Erffmeyer is a CFP® with 24 years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016, and previously held positions at PNC Wealth Management, J.P. Morgan Securities, and RBC Capital Markets. Outside of his advisory role, he is involved in training, showing, and breeding show horses through a personal business. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s financial research and alternative investment programs.

Brett Gerber is a financial advisor with LPL Financial in Glencoe, IL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Bankers Life Securities, and Country Capital Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services.

Damary Marrero is a financial advisor with Ameriprise in Deerfield, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Ameriprise since 2009, working across various roles within the firm over the past 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Brandon De Berry is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Bank of America and Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chad Christell is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Benedict is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Echo Global Logistics, PepsiCo, and Morgan Stanley. 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 for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Woodruff is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at Cetera and its affiliated entities since 2004 and has also been associated with Legend Equities Corporation since 2015. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing affiliated and unaffiliated managers across various program structures and custodial relationships.

Alexandria Cutrone is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2022. In this capacity, she leads, manages, and coaches a team of financial professionals focused on providing clients with a comprehensive wealth planning experience. Alexandria emphasizes understanding clients' priorities to tailor financial strategies that align with their goals. Her tenure at Fidelity Investments spans over a decade, beginning as an Intern in 2012. She has progressed through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and Assistant Branch Leader before assuming her current leadership role. This extensive experience within the firm reflects her deep familiarity with financial advisory services and team leadership. Alexandria is committed to fostering a collaborative culture and supporting the professional growth of her associates. Details regarding her educational background and personal interests have not been provided.

Nicholas De Nicolo is a CFP® with 15 years of experience in the financial industry, currently serving at J.P. Morgan Securities. His work history includes roles at JPMorgan Chase Bank, N.A. and operating his own independent practice. Outside of advisory work, he is the owner of MND Real Estate Ventures, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach involves non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Grace Duecker is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her industry career in 2025. Her work history includes roles outside finance such as positions at restaurants and a university. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios for retail and institutional investors.

Sharon Shapiro is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including PNC Bank, Regal Advisory Services, Charles Schwab, and LaSalle Financial Services. Shapiro has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2017. 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’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates an ESG eligibility framework within its recommendations.

Robert Michalak is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he serves as president of a six-unit townhouse association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

Sharon Wierzba is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets, Hightower Advisors, Noyes Advisors LLC, and David A. Noyes & Company. Outside of her advisory role, she is involved with Curion, a market research company. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, including the Global Investment Committee’s projections and Monte Carlo simulations, to model financial outcomes.

Victor Simonelli is a financial advisor with Edward Jones in Mt Prospect, IL, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Ernst & Young LLP and DJE Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Adam Herakovich is a financial advisor with Fisher Investments, holding a Series 65 designation and over 22 years of industry experience. He worked at Morningstar Investment Services, Inc. for 21 years prior to joining Fisher Investments in 2026. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christopher Pina is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Prudential and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities. 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. The firm’s advisory process combines quantitative and qualitative research and offers a broad range of investment strategies, including derivatives and commodities capabilities.

Derrick Manuel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank and Invesco Advisers, Inc. Manuel is currently based in Deerfield, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Philip Fernandez is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at firms including Epividian and Hangar Two, and has a background that includes full-time education at DePaul University. 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 and investment strategies supported by a large nationwide network of advisors and branch offices.