Jeffrey Froman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2006 and began his career in financial services in 1996. Jeffrey specializes in working with businesses to address their retirement, benefit, executive, and equity compensation program needs. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). These credentials support his ability to tailor and manage retirement benefit plans suited to the unique needs of organizations. He provides a broad range of services to plan sponsors, including plan design guidance, provider selection, plan performance tracking, investment menu updates, and employee education to encourage participation. His approach includes reviewing plan features and investment options to identify opportunities for improvement in technology, reporting, fees, and fiduciary risk management. Jeffrey earned a Bachelor's Degree from Illinois Wesleyan University and a Master's Degree from DeVry University.

William Brandstrader is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Chicago Partners Wealth Advisors, Loyola University Chicago, and various service-oriented businesses. Outside of advising, he has worked in the hospitality sector, including at Yardhouse and North Shore Country Club. 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.

Nicole Astabraghpour is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling to support client financial plans.

Michael Williams is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc., Mattress Firm, and PNC Mortgage. Outside of financial advising, he is involved in consumer demonstrations at various Costco locations in the Chicagoland area. 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 utilizes a range of advisory models, including those implemented by third-party asset managers and LPL-sponsored programs, serving clients through a network of Investment Adviser Representatives.

Stacey Woehrle is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She has worked with Equitable Advisors since 2019 and was previously affiliated with Axa Advisors, LLC for one year. Outside of her advisory role, she is a member of the Women's Club of Wilmette and is a sales associate with Realty Benefit Services. Equitable Advisors serves a diverse 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 through a broad network of Investment Adviser Representatives and third-party managers.

Thomas Paulson is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes positions at Bank of America, Merrill, and City National Bank. Outside of advising, he is an officer and 50% owner of a plumbing supply company and serves as treasurer on the board of a family education foundation providing college scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management integrating in-house and third-party managers, alongside features such as tax management and responsible investing.

Jayson Kaus is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Kaus serves as a committee member for the Lake Forest Lake Bluff Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Brian Katz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Merrill. Katz is involved in managing several real estate and trust entities. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its advisory process.

Maria Cintron is a Series 66-credentialed financial advisor with 17 years of industry experience. She has worked at Merrill for 11 years before joining UBS Financial Services, where she has been since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of products and capital markets services.

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.

Erik Mansfield is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. His prior experience includes roles at Wells Fargo Home Mortgage, United Home Loans, and Midwest Equity Mortgage. He is based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

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 with Wells Fargo Clearing since 2016. He previously worked at Ehlert Financial Group, Inc. in 2009. Outside of his advisory role, he serves as a trustee of a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 designations and has worked with J.P. Morgan entities since 1993, including 14 years at 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 searches, and customized performance reporting. The firm employs a centralized due diligence process with quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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.