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 financial advisor with LPL Financial in Palatine, IL, holding a Series 66 designation and six years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

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.

Paul Sylvia is a CFA® charterholder with nine years of experience in the financial services industry. He is currently with Ameriprise in Arlington Heights, IL, having held prior positions at firms including Northwestern Mutual and 303 Securities LP. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports.

Alex Georgelos is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

John Hammond III is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a limited partner at Los Concunos LLC, a private equity investment vehicle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jason Rotter is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Daniel Waddick is a financial advisor with LPL Financial in Northfield, IL, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years at Wunderlich Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

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 at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Mariani Landscape and Lake Forest College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Eric Lyons is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with LPL Financial since 2012. Lyons operates a separate business under the name Peloton Wealth Management. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Filip Momcilov is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Citibank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Banuelos is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 registrations and with nine years of industry experience. His career includes roles at firms such as JP Morgan Securities, Fidelity Brokerage Services, Merrill, Bank of America, and PNC before joining Morgan Stanley in 2020. 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 supported by firm-approved tools and a structured discovery process.

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 with J.P. Morgan Securities in Winnetka, IL, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Impact Group Real Estate Brokerage, and Chipotle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lisa Pappageorge is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Bruce Smith is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and possessing 18 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 is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Rymsza is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Sophia Cajiao is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Her work history includes positions at Bank of America and Merrill, as well as a role in event staff at Andy Frain Services. She assists patrons at arenas and theaters on weekends as part of her non-investment-related activities. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.