Robert Peterson is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Charles Schwab and has prior experience at JPMorgan Chase Bank, J. P. Morgan Securities, Raymond James Financial, and Crux Wealth Advisors. He served in the United States Navy from 2009 to 2016. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational infrastructure.

Teresa Ferrer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

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.

James Rosen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Stuti Mahajan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Dundon is a financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at Ameriprise Financial Services from 2017 to 2024 and spent a year at The Ohio State University before beginning his advisory career. Dundon holds Series 65 and Series 63 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans for clients.

Allen Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Exemplar Financial Network, Cetera Advisor Networks LLC, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mrugesh Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes multiple roles within J.P. Morgan and Fidelity, as well as a teaching position at Oakton Community College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alyssa Leemputte is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and with 12 years of industry experience. She has been with UBS Bank USA and UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and capital market models to tailor client plans.

John Gottwald is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch/Bank of America for six years and held roles at National Asset Management, National Securities Corp, Modern Woodmen of America, and the University of Dayton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Kyle Back is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Prior to his current position, Kyle held several roles at Thrivent Financial for Lutherans during 2021, including Financial Advisor, Financial Associate, and Associate Representative. Kyle holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients, focusing on trust, reliability, and competency as key elements of his professional approach. Outside of his professional work, Kyle has interests in baseball, comedy, concerts, fitness, football, and traveling.

David Hanold is a CFA charterholder with 25 years of industry experience. He has been with Hanold Asset Management, LLC since 2000. Hanold Asset Management is a firm that has operated with David Hanold as its principal advisor.

Laurence Kuhl is the sole advisor at Kuhl Investments Inc. in Lake Bluff, IL, holding the PFS™ designation and Series 65 license with 27 years of industry experience. He has managed Kuhl Investments since 1997 and also owns Kuhl Financial Services, a separate business providing tax preparation and comprehensive personal financial planning. Kuhl Investments Inc. operates as an independent firm focused on serving individual clients.

Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Patrick Scholz is the sole advisor at JH Kaufman LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has previously worked at Corhaven Technologies LLC and BCD Advisors. JH Kaufman LLC is an independent advisory firm providing investment management and educational seminars to a small client base of approximately 16 households. The firm combines ongoing portfolio management with financial-product sales and client education, operating at a boutique scale.

James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.

Frank Neaylon is a financial advisor with Frank A. Neaylon, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Citigroup Global Markets Inc. since 2004. In addition to his advisory work, he has provided part-time management consulting services to small privately owned companies in marketing and consulting.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

James Henderson is a financial advisor with MAST Investment Advisors LLC in Northfield, IL. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. Prior to founding his current firm, he was with Vestor Capital Corporation for 33 years. MAST Investment Advisors LLC is an independent firm.