Paul Sylvia is a financial advisor with Ameriprise in Gurnee, IL, holding the CFA® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience with prior roles at firms including Northwestern Mutual and Aon Corporation. Sylvia operates through Ellio Wealth Advisors, LLC, the ownership entity for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Alex Georgelos is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Morgan Stanley from 2014 to 2025 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and an ESG eligibility framework.

John Hammond III is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is a limited partner in Los Concunos LLC, an investment vehicle focused on private equity funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services to support tailored client solutions.

Jason Rotter is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, NA since 2005. 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 supported by centralized due diligence and may incorporate an ESG eligibility framework.

Daniel Waddick is a financial advisor with LPL Financial in Northfield, IL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at Wunderlich Securities, Inc., Stifel, and A. G. Edwards & Sons, Inc. 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.

Bradley Rish is a financial advisor with Morgan Stanley in Lake Forest, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Sur La Table, Insight Securities, and Hamra Enterprises. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 a structured planning process supported by firm-approved tools and modeling techniques.

Benjamin Perkins is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mariani Landscape and Lake Forest College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations by offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes a mix of in-house and third-party managers along with various account administration options.

Eric Lyons is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2012. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also operates under the DBA Peloton Wealth Management. 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 and model portfolio programs, supported by extensive operational tools and a broad platform of affiliated financial services.

Filip Momcilov is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools necessary to manage their financial lives and select platforms that align with their needs. Filip holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UKIM St Ciryl and Methodius. His professional approach focuses on helping clients identify what matters most to them and their families to develop strategies for pursuing their financial goals.

Alan Banuelos is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JP Morgan Securities, Fidelity Brokerage Services, Merrill, Bank of America, and PNC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Marta Soltys is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Iosua Temneanu is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior work experience includes roles at Impact Group Real Estate Brokerage and Chipotle. 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 includes ESG considerations, with implementation supported by affiliated investment-management entities.

Lisa Pappageorge is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes roles at Morgan Stanley, Wells Fargo Clearing, and Citigroup Global Markets. Outside of her advisory work, she holds a power of attorney role for an unrelated business activity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bruce Smith is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and utilizing the Global Investment Committee’s research for modeling outcomes.

Michael Rymsza is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. 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 focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sophia Cajiao serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. Her approach focuses on helping clients identify their financial goals and develop strategies to pursue them. Sophia holds a Bachelor's Degree from Elmhurst University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support her expertise in retirement planning and investment advisory services. Beyond her professional work, Sophia is involved with UNIVERSIDAD UTE, indicating a commitment to community engagement.

Dean Labelle is a financial advisor with Cetera who holds the Series 66 designation and has 26 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and also owns and operates Dean Labelle Accounting, providing accounting, bookkeeping, payroll, and tax services since 1992. Additionally, he serves as a music director and worship service planner for a religious organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Robert Peterson is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase and Raymond James Financial Services prior to joining Schwab. 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and order-routing infrastructure.

Teresa Ferrer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Joni Spungen 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 been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in training to become an arbitrator and is a partner in Kahului Skies L.L.C. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.