Susan Marks is a Series 66-licensed financial advisor with seven years of industry experience. She has been with J.P. Morgan Securities since 2020 and previously worked at Stifel, Nicolaus Inc. from 2018 to 2020. Susan is based in Vernon Hills, Illinois. 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 advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Kellie Perrault is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Midwest Bank and Old National Bank. 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 portfolios, third-party asset management, and institutional platforms.

Michael Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. 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 searches, and customized performance reporting through a non-discretionary program that retains client decision-making authority. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence from a dedicated manager solutions team.

Meredith Seversen is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She began her career at Fidelity in 2024 and has held several positions within the company, including Investment Consultant and Financial Representative. Meredith works closely with individuals and families to develop personalized financial strategies. Her approach emphasizes trust, transparency, and building long-term relationships. She focuses on simplifying complex financial decisions to help clients feel confident and in control of their financial futures. Outside of her professional responsibilities, Meredith enjoys food, reading, tennis, and traveling.

Yakov Baylis is a financial advisor with LPL Enterprise holding a Series 66 credential and 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Baylis serves as Vice President on the board of a condo association in Downers Grove, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and participation in wrap programs.

Phyllis Egan is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 42 years of industry experience. She has worked at Charles Schwab since 2022 and was previously with TD Ameritrade from 2010 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and advisory services supported by proprietary research and multi-asset model portfolios.

John Cooley is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has been with Ameriprise since 2016, working in both their LLC and Inc. entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, combining investment research, third-party data, and algorithmic tools.

Daniel Sackman is a financial advisor with LPL Financial in Beach Park, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also involved in non-variable insurance and operates a notary service under the business name Sackman and Son Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Kyle Welton is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he gained experience within the company as an Investment Consultant, Financial Representative, and Financial Service Representative from 2023 through 2026. Earlier in his career, he served as a Manager at American Income Life from 2018 to 2020 and as an Assistant Manager at US Bank from 2014 to 2017. Kyle's approach to financial planning emphasizes listening and collaboration to understand clients' goals, values, and concerns. He focuses on creating personalized plans that adapt to changing needs and aims to simplify complex financial decisions while serving as a consistent resource throughout the process. Outside of his professional work, Kyle has personal interests that include art, family activities, fitness, food, playing musical instruments, and writing.

Jared Simon is a financial advisor with Cetera in Arlington Heights, IL, holding Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cetera and Cetera Financial Specialists LLC since 2004. Jared is also the owner and manager of RJ Simon, LLC, a certified public accounting firm providing tax and accounting services to individuals and businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Iva Cuko is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. She is also the owner of a UPS Store franchise, a local delivery services business, though she is not involved in its day-to-day management. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Nisrin Martin is a Financial Advisor at Merrill Lynch Wealth Management based in Northbrook, Illinois. She specializes in guiding senior women executives, entrepreneurs, and high-achieving professionals through complex financial situations including equity compensation, business exits, divorce, widowhood, and sudden inheritances. Nisrin works closely with her clients to understand their unique priorities and crafts personalized strategies that integrate various aspects of their wealth, including art and collectibles, leveraging the comprehensive resources of Merrill and Bank of America. With a Bachelor's Degree from Northern Illinois University, Nisrin holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her experience encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and tax minimization. Outside of her professional role, Nisrin is involved with Paws Chicago and pursues personal interests such as antiquing, cooking, gardening, horseback riding, traveling, and yoga. Her approach emphasizes clarity, confidence, and control for her clients navigating significant financial decisions.

Brian Rubin is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, incorporating research-driven asset allocation and offering both discretionary and non-discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad spectrum of financial services.

Matthew Garrity is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working with Merrill Lynch Wealth Management since 2016 and brings a comprehensive approach to managing wealth that emphasizes understanding client needs and goals. His role leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. Matthew's expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. He was ranked #7 in the state of Illinois in the 2023 Forbes "Best-in-State Wealth Management Teams" list. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree from the University of Illinois Urbana-Champaign in Technical Systems Management. Matthew is a member of the Delta Tau Delta fraternity, Beta Upsilon chapter. His community involvement includes participation in the Big to Little Program in North Chicago, Great Lakes Adaptive Sports Association, Lake Forest Day Foundation as a Trustee, and Shields Township Trustee. He is fluent in Spanish and English.

Douglas Zweig is a financial advisor with LPL Financial in Deerfield, IL, holding CFP® and Series 63 credentials and bringing 19 years of industry experience. His prior experience includes roles at Securities America Advisors Inc. and Allianz Life Financial Services. 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, and institutional platforms, supported by both proprietary and third-party investment strategies.

Michael Wise is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outlook models as part of its service offerings.

Christopher Wetterman is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following a decade at JPMorgan Chase Bank and affiliated entities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

William Holman Jr. is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and an industry experience of 31 years. His prior work history includes positions at City National Bank, Bank of America, NA, and Merrill. He is also the owner of WTL22 LLC, an entity formed to manage the proceeds from the sale of a family residence. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

Robin Drost is a Series 66-licensed financial advisor with LPL Financial based in Palatine, IL, with seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank, totaling 11 years before joining LPL Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Oscar Villalva is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to develop personalized financial strategies that address education planning, family wealth management, personal retirement planning, and retirement income. He provides guidance on various financial matters including investing, retirement planning, and saving for unexpected events, and also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Oscar holds a Bachelor's Degree from Escuela Bancaria y Comercial and is a Personal Investment Advisor (PIA). He is fluent in both English and Spanish, enabling him to serve a diverse client base. Outside of his professional work, Oscar enjoys playing soccer and tennis, and spending time with his family.