Matthew Arhontas is a CFP® professional with 10 years of experience in the financial services industry. He has worked at LPL Financial since 2016 and was previously with Horizon Wealth Management, LLC from 2016 to 2022. He holds the Series 66 license and is based in Oak Brook, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from internal and third-party sources.

Matthew Flynn is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His prior roles include positions at USAdvisors Wealth Management, Securities America, and Foresters Financial. Outside of his advisory work, he is an owner of rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, utilizing multiple program structures and affiliated and unaffiliated third-party managers.

Carole Liang is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has worked within various Wells Fargo entities since 2007, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients choosing how to implement those recommendations through brokerage or advisory programs.

Kevin Kamholz is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held positions at Merrill and Bank of America prior to joining UBS in 2017. Kamholz holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals and risk tolerances.

Aimee Morrin is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2022. Prior to joining Baird, she spent 19 years at Wayne Hummer Investments. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Steven Samson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank dating back to 1993. He also managed the Steven Samson Living Trust from 2014 to 2017. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Justin Fredian is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, Fredian is involved with St. John of the Cross in Western Springs in an educational capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s investment outlooks.

Adam Skotnicki is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2023, he worked at JP Morgan Chase Bank and J.P. Morgan Securities, where he spent over a decade. His other business activities include involvement with several investment-related entities affiliated with LPL Financial, as well as a business entity for tax and investment purposes. LPL Financial is an SEC-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 a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research.

Chelsea Wagers is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her career includes multiple roles at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bancorp Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, applying a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jeffrey Torok is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Edward Jones from 2016 to 2023. Outside of his advisory roles, he officiates high school girls and boys basketball. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Joel Whitley is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since becoming a Financial Advisor in 1999 and joining Merrill in September 2007, he has focused on offering comprehensive wealth management services tailored to clients' individual financial situations and goals. He leads The Whitley Colón Group, which works with approximately 120 clients, assisting with areas including retirement planning, college education planning, philanthropic planning, tax minimization, cash management, estate planning, and investment management. The team primarily utilizes the Merrill Investment Advisory Program, which is a fee-based program with no transactional costs. Joel holds two bachelor's degrees, one from Cortland State and another from Cornell University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional approach centers on developing personalized financial strategies in collaboration with clients to help pursue their long-term goals. Residing in Oak Park, Illinois, Joel spends time with his family, which includes his two children, Hannah and Jack. Outside of work, his interests include golfing, fitness, travel, antiquing, baseball, basketball, cooking, football, music, photography, and reading. He and his team also place importance on community involvement in line with the Merrill tradition.

Krishna Lall is the sole advisor at KBL Investment Management and has 28 years of industry experience. He has been with KBL Investment Management since 1982. KBL Investment Management provides portfolio management services to individual clients and families, using a disciplined, risk-managed investment process that incorporates multiple analytical methods. The firm generally avoids short-term trading, options, and margin, and emphasizes regular client communication without performance-based fees or referral compensation.

Kevin Aristide is a financial advisor with Aristide Partners LLC in Westchester, IL, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Merrill from 2014 to 2018 before founding his independent firm in 2018. Aristide Partners LLC is an independent advisory firm led by Kevin Aristide.

William Hackett is a financial advisor at Wave & Breakout L.L.C. in Orland Park, Illinois, with 27 years of industry experience. He previously worked at Waddell & Reed Inc. from 2014 to 2018. Hackett serves as the Finance Committee Chair for St. Julies Billiart Church in Tinley Park, Illinois. Wave & Breakout L.L.C. is an independent firm with a single advisor that offers personalized financial advisory services.

Chris Velisaris is the principal of Velisaris Investment Consulting Services, Inc., an independent firm. He holds a Series 65 designation and has 29 years of industry experience. In addition to his advisory role, he serves as Director of Corporate Finance at GATX Corporation, where he has worked since 1999. Velisaris Investment Consulting Services, Inc. operates as a sole advisor firm based in Brookfield, Illinois.

Brian Durkin Jr. is a financial advisor at Integrated Wealth Planners LLC in Oak Brook, IL, with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various roles from 2014 to 2020. Integrated Wealth Planners LLC is an independent firm providing wealth management services.

Alexandra Baig is a Certified Financial Planner® with 15 years of industry experience. She is the sole advisor at Companions on Your Journey, where she has worked since 2018. Prior to this, she spent one year at Creative Planning. Outside of her advisory role, she consults for the law firm Clancy & Associates, providing Social Security, Medicaid, and Medicare analyses through her non-RIA LLC, Pathways to Benefits. Companions on Your Journey operates as an independent advisory firm.

Gary Fabian is the sole advisor at Gary Fabian and Associates Incorporated, an independent firm based in Riverdale, IL. He holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Stephen A. Kohn & Associates, Ltd. since 2003 and has been involved with Asian Elements, a young Asian professional networking organization, since 2002. Gary Fabian and Associates Incorporated serves clients with a personalized approach characteristic of a single-advisor independent firm.

Martin Mclaughlin is a financial advisor with Rive Capital Advisors LLC and holds a Series 65 designation. He has 20 years of industry experience, including long-term roles at ASB Capital Management LLC and ASB Capital Management, Inc. From 2021 to 2023, he served as a State Representative for Illinois’ 52nd District.