Anthony Bittman serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, and businesses in developing comprehensive strategies to manage their wealth. His approach centers on understanding clients' goals to create tailored financial plans and implement them collaboratively. Anthony leverages Merrill's investment insights alongside Bank of America's banking services to address various aspects of clients’ financial lives. He emphasizes periodic reviews and revisions, building trust-based relationships to deliver attentive service aimed at helping clients pursue their financial objectives. Anthony joined Merrill in 2018 and has expertise in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds a bachelor's degree in economics from Indiana University Bloomington and carries several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). In addition to his professional commitments, Anthony is engaged in his community and participates in local organizations such as the Delta Chi Fraternity. He enjoys spending his free time with family and friends, golfing, attending concerts, working on project cars, cooking, and watching movies.

David Lewandowski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 11 years. Lewandowski is also the owner of a C-Corporation that sells term and permanent life insurance, health insurance, and fixed annuities through various brokerage firms. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools, multiple advisory platforms, and access to third-party money managers.

Christopher Quinn is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 17-year tenure at TD AMERITRADE Inc. He has also been involved with ISD 41 since 2005. 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 mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within a large integrated client service platform.

Aleksandar Mitrovic serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management, lending, and real estate, supporting clients in achieving their financial goals through personalized strategies. Aleksandar focuses on areas including corporate executive services, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as sports and entertainment financial planning. He holds a Bachelor's Degree from DePaul University and the professional designation of Personal Investment Advisor (PIA). Aleksandar is fluent in Italian, Serbo-Croatian, and English, and brings extensive experience to his advisory role, characterized by proactive communication, creativity, and technological proficiency. Aleksandar is also involved with professional and community organizations, including the National MS Society, the Daniel Murphy Scholarship Fund, and the First Tee of Greater Chicago. Outside of his professional commitments, Aleksandar has an interest in basketball, golfing, running, and tennis. His approach centers on developing personalized financial strategies aligned with clients' long-term goals through one-on-one collaboration.

Chris Brunner is the Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients plan for their lifetime financial goals through benefits review, equity compensation analysis, wealth planning, and guidance. He has held this role since 2022. Chris brings extensive experience in financial consulting and product solutions, having held vice president positions at Northern Trust and Towers Watson Investment Services, as well as senior leadership roles at The Hartford Funds, Affiliated Managers Group, and Convergex Group. He began his career at Fidelity Investments as a Financial Representative, serving from 1993 to 2007. Chris holds a California Insurance License. Outside of his professional work, he is interested in family activities, fitness, football, golf, and softball.

Lawrence Sabatini is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Painewebber Incorporated since 1986. 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 plans according to clients' goals and risk tolerances.

Michael Murphy is a CFP® with 15 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes a decade at Principal Securities Inc. and roles at Hanson Financial Services and Principal Life Insurance Company. He is also the owner of SilverPoint Financial Services LLC, an entity established for accounting and record-keeping purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various custodial platforms and both proprietary and third-party model strategies.

Aaron Redmond is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. His career includes two separate tenures at Merrill totaling 12 years, with a brief period at Bofa Securities, Inc. in 2019. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Daniel Murphy is a financial advisor with Equitable Advisors in La Grange Park, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Equitable Advisors since 2001, following a period with Axa Advisors. Outside of his advisory role, he is a partner at Goal Point Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party managers and offering both advisory and brokerage/insurance channels.

Lauren Mlady is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2017 and joined Merrill and The Suri Group in 2019. Lauren holds the Chartered Retirement Planning Counselor™ (CRPC) and Chartered Sustainable Responsible and Impact Counselor™ (CSRIC) designations. Lauren focuses on customized wealth management strategies, providing access to Merrill investing and Bank of America banking resources to assist families in pursuing their financial goals. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She also has experience helping clients manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. Lauren graduated from Butler University with a degree in finance. Outside of her professional work, she enjoys adventure sports, boating, cooking, hiking, horseback riding, reading, spending time with her family, and traveling. She has also written her own cookbook.

Mark Brucato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his finance career, he has experience in the hospitality sector, including roles at Topo Gigio Ristorante and Blue Plate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Taylor Bunes is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for nine years. Outside of advising, he is involved in insurance sales focused on non-variable products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by integrated platforms that combine investment advice, financial planning, insurance products, and lending programs.

Douglas Mccoy is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 1997 and also operates Douglas L. McCoy Financial Services, Inc., a business he has maintained since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from internal and third-party sources.

Spiro Garbis is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he owns Garbis Administrative Services LLC, which manages his Ameriprise business operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Gerardo Soriano is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Soriano is a licensed long-term care insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Kevin Galvin is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Ameriprise Financial Services LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a co-owner of a retail business in Charleston, SC, and an author of a book titled *Quiet Strength: A Man's Second Half Can Be Better Than His First*, which does not address financial topics. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors.

Ted Coons is a financial advisor with LPL Financial in Warrenville, IL, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Numark Credit Union. He operates a business under the name Planned Financial Independence Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with a focus on both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Paul Wessel is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. In addition to advisory services, he is involved in independent insurance brokering, specializing in long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment ecosystem.

Khadia Michel is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Prior to that, she was involved with Come and Go Real Estate and Ayimed International. Her outside business activities include managing an advisory business for Valentine Britt LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that focuses on dependable income and tax-aware withdrawal strategies.

Robert Intoccia is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it participates in commodity pool operations and fund advisory roles uncommon among large institutional peers.