Brian Bash is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith and Norcomm Public Safety Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, and provides specialized planning services for clients meeting certain net-worth thresholds.

Robert Terrazzano is a financial advisor at Edward Jones in Hinsdale, IL, holding a Series 66 designation with one year of industry experience. His career includes multiple terms at Edward Jones and five years at BMO Harris Bank. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branches nationwide.

William Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, personal retirement planning, and values-based investing, including socially responsible and Environmental, Social, and Governance (ESG) investing. William and his team aim to provide personalized strategies and best-in-class services that simplify clients' financial lives, allowing them to focus on what matters most. With over two decades of experience, William helps clients develop tailored financial plans that incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. William earned his Bachelor's degree in Business Administration, majoring in Finance, from the University of Notre Dame. Outside of his professional work, William is active in his community. He participates in organizations such as the American Youth Soccer Organization, Chicago Wilderness Corporate Council, Horizons For Youth, and the One Earth Film Festival. Additionally, he serves on the executive board of AYSO Region 300 and the Declan Drumm Sullivan Foundation. William enjoys basketball, biking, boating, hiking, refereeing, soccer, swimming, traveling, and spending time with his family.

Michael Runge is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to develop financial plans.

Patrick Norwood is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He collaborates closely with clients, focusing on understanding their goals and ambitions through careful examination and thoughtful dialogue to achieve meaningful outcomes. Prior to his current role, Patrick served as a Financial Advisor at Merrill Lynch, Pierce, Fenner and Smith from 2019 to 2022. His earlier experience includes positions as Head Trader at Usonian Investments (2017-2019), Senior International Trader at Advisory Research (2014-2017), and International Equity Trader at William Blair and Company (2006-2014). Outside of his professional work, Patrick has interests in fitness, golf, parenthood, reading, running, and soccer.

Joshua Mancino is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Jeffrey Ulit is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he holds a real estate license in Wheaton, Illinois. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Eva Maria Atanassova is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior roles include positions at Aramark, Enterprise Holdings, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Frank Sayers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Cetera, and Sayers Wealth Management Group, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs.

John Tofilon is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning services directly and through corporate agreements.

Ronald Petrucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997 and has held roles at multiple firms including RMP & Associates and BMS CAT. In addition to his advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Joshua Westerfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones from 2007 to 2010 before joining LPL Financial in 2010. Outside of his advisory role, he serves as an assistant coach for girls flag football at St. Charles North High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with various portfolio management options and technology tools, managing over $819 billion in discretionary assets.

David Carter is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2022, he worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2022. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Jennifer Klonowski is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 11 years of industry experience. She worked at Edward Jones from 2014 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than specific security recommendations.

Christopher Auer is a Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in wealth management and financial planning since beginning his career in 1998. He specializes in education planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Christopher focuses on delivering a comprehensive approach tailored to each client’s individual needs by listening carefully and helping them make informed decisions to achieve their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher also completed an Accredited Certificate Program at Northern Illinois University. Outside of his professional role, he is involved with the Porsche Club of America and enjoys hiking, music, photography, traveling, and spending time with his family.