Jake Schuman is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and Rockefeller Capital Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Lydia Ridgeway is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles including at Romona Elementary and Wintrust Financial, with a background that also includes work on the documentary "Vincible." Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jeffrey Fitzgerald is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings 16 years of experience in the financial services industry, having joined Merrill Lynch Wealth Management in 2017. Jeffrey is a partner in LPF & Associates, where he focuses on delivering a comprehensive approach to managing wealth by listening closely to clients' needs and aligning strategies with their long-term goals. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jeffrey holds a Bachelor's Degree from the University of Massachusetts and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides clients with access to Merrill's investment insights as well as the banking convenience and lending solutions of Bank of America. Residing in Wilmette with his wife and two teenage children, Jeffrey enjoys spending time with his family through travel and other activities. He also dedicates time to volunteering with community organizations, following Merrill's tradition of community involvement.

Justin Lee is a financial advisor with Cetera in Northbrook, IL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with Cetera and its affiliated firms since 2017 and is the managing partner of Jmj Financial Group Inc., a role he has held since 2008. Lee also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Tariq Laliwala is a Senior Vice President and Wealth Management Advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has served since 2012. He specializes in family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and tax minimization. Tariq is committed to building strong client relationships and developing personalized wealth management strategies tailored to individual financial goals. He began his career in the investments field in 1998 at Northern Trust and has also worked at Morgan Stanley Smith Barney. Tariq holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned his bachelor's degree from DePaul University and is fluent in Hindi, Gujarati, Urdu, and English. Outside of his professional work, Tariq is involved with the Muslim Community Center of Chicago and the Village of Morton Grove. His personal interests include golfing, tennis, and traveling.

Christopher Schuck is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Farmers Insurance from 2017 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Jeffrey Malas is a financial advisor with LPL Financial in Northfield, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2011. Outside his advisory role, he sells Legal Shield services, which provide prepaid legal protection including legal advice and document review. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, employing both discretionary and non-discretionary strategies supported by advanced operational tools.

Sumeet Gupta is a financial advisor with Primerica Advisors in Long Grove, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and 2003, respectively. Outside of his advisory role, he is a partner in We Change Lives LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Daniel O Connell IV is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2007. 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. The firm delivers these services alongside brokerage, distribution, and investment management capabilities.

Robert Biernat is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Austin Sparrow is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with financial consultants to understand clients' financial situations and supports the implementation of appropriate financial plans aimed at achieving their goals. Prior to this, Austin gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2025, and as a Financial Services Representative at Northwestern Mutual from 2022 to 2023. Austin's professional background encompasses various roles within the financial services industry, providing him with a broad perspective on client relationship management and financial planning. His experience has equipped him to assist clients in navigating their financial journeys effectively. Outside of his professional life, Austin has interests in baseball, cars, fishing, football, outdoor adventures, and traveling.

Thomas Rice is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1982 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

Howard Senescu is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. Senescu also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, with financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Kristina Jucaban is a Series 66 licensed financial advisor with ten years of industry experience. She has worked at Merrill for fifteen years before joining UBS Financial Services in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Scott Marshall is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on delivering an exceptional wealth planning experience to clients. He has been with Fidelity Investments since 2000, progressing through various roles including Assistant Branch Office Manager, Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and multiple Financial Representative positions. Before joining Fidelity, Scott worked as a Financial Advisor at McDonald Investments Inc. from 1999 to 2000. Over his career, he has accumulated extensive experience in financial planning and wealth management within Fidelity Investments. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Justin Graves serves as a Branch Leader, supporting advisors and branch staff who work directly with clients to address their financial needs. In this role, he focuses on fostering a collaborative and consistent branch environment while overseeing day-to-day operations. He supports the team responsible for delivering the client experience and helping clients work toward their financial objectives. Prior to his current role at Fidelity Investments starting in 2025, Justin held positions at Bank of America - Merrill Edge, including Registered Academy Manager from 2023 to 2025 and Relationship Consultant - Life Services from 2021 to 2022. Outside of his professional responsibilities, Justin has interests in art, family activities, fitness, football, and singing.

Travis Sylvester is a CFP® professional with eight years of industry experience, currently serving at Cetera. His prior work includes roles at Fidelity Investments and Capital Trading Group. He is a co-founder and financial planner of Shoreline Financial Partners and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and financial services, supported by a large network of over 10,000 advisors and substantial assets under management.

Larry Malles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and Morgan Stanley in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Janel Huston is a financial advisor with Raymond James Financial in Northbrook, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked with various Raymond James entities since 2008. In addition to her advisory role, she owns Huston Wealth Solutions, a support company based in Glenview, IL. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm uses advanced analytical tools and offers both advisory programs and specialized services, such as municipal advisory and SIMPLE IRA Employer Consulting.

Benjamin Rose is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Bank of America/Merrill Lynch from 2018 to 2022 and at Geometry Global from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.