Jamie Lemkau is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Lemkau holds Series 63 and Series 65 credentials and is based in Barrington, Illinois. 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 supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

James Armstrong Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked with Merrill since 2013 and Bank of America, N.A. since 2014. Armstrong also serves as a trustee for SEA and JFA Trust in Illinois. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Petras is a financial advisor with Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets from 2001 to 2007. He serves as a trustee for family-related trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Marcus Jean Simon is a financial advisor with Merrill who holds Series 66 and Series 65 designations and has 21 years of industry experience. He has been with Merrill since 2012 and has previous experience with Bank of America, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is involved with an outside business organization based in Shorewood, Illinois. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Pike is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2012. 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 including tailored financial planning supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Wayne Pover is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He has previously worked at Cetera Advisor Networks, Total Clarity Wealth Management, Criterion Wealth Advisors, and Cetera Wealth Services. Pover is a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Reed Griffiths is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at Wheels Inc and TEKsystems, and served as a board member of the Kenosha Country Club in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Anthony Czechorski is a financial advisor at Edelman Financial Engines with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm and its predecessors since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary services focused on diversified model portfolios and long-term investment strategies.

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

Constantinos Yianas is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Bethany Lackey is a financial advisor at Merrill with 20 years at the firm and 13 years of industry experience. She holds a Series 66 designation and is based in Northbrook, Illinois. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Adam Barncard is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 20 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and modeling techniques.

Jennifer Fisher is a Wealth Management Advisor at Merrill Lynch Wealth Management. She assists clients in managing their wealth by developing personalized financial strategies tailored to their individual goals and changing market conditions. Jennifer works closely with her clients to understand their financial, professional, and personal priorities, aiming to provide clarity and confidence during various life transitions such as launching a business, retirement, divorce, or purchasing a home. Her areas of expertise include college education planning, executive compensation, legacy planning, retirement income, socially responsible and ESG investing, tax minimization, and portfolio management services, among others. Jennifer holds multiple professional designations, including Chartered Alternative Investment Analyst (CAIA), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Northwestern University and an MBA from the University of Chicago. Outside of her professional work, Jennifer engages with several community organizations, including Bernie's Book Bank, Daniel Murphy Scholars, Glencoe Community Garden, Glencoe Junior Kindergarten Executive Board, Glencoe Parent Organization Board, National Council of Jewish Women Next Generation Board, and New Trier Parent Association Board. Her personal interests include boxing, cooking, reading, running, scrapbooking, scuba diving, spending time with family, and traveling.

John Pettis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. Based in Deerfield, IL, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program centers on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence incorporating both quantitative and qualitative research.

Christopher Eilers is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he serves on the boards of two nonprofits, including Camp One Step by Children’s Oncology Services and eAngel Community, where he holds various leadership and finance committee positions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

David Dosik is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SCF Securities, Inc., and MJ Financial Advisors, which he owns and operates. In addition to his advisory work, he is also a licensed fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Carol Passalaqua is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously spent 14 years at Citigroup Global Markets. Passalaqua serves on the executive board of the College of Lake County Foundation, where she has been involved since 1998, including roles as past president and ex-officio member of the finance committee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with an extensive range of investment and financial strategies.