Joseph Spiegel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and JPMorgan Chase Bank since 2017, with prior experience at BMO Harris. 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. The firm focuses on non-discretionary advice and incorporates an ESG eligibility framework in its investment recommendations.

Lissette Gomez is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1993 and serves as the senior partner of the GR Wealth Management Group. In her role, Lissette focuses on building long-lasting client relationships by thoroughly understanding clients' financial situations, priorities, risk tolerance, and goals. She and her team offer a comprehensive approach to wealth management, providing customized solutions and access to investment insights from Merrill and banking services through Bank of America. Her client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor in Merrill’s Investment Advisory Program, she manages custom investment strategies and selects appropriate portfolios to help clients pursue their financial objectives. Lissette resides in the Northern Suburbs with her husband and two sons. She supports various humanitarian and research organizations such as the American Cancer Society, United Way, and Special Olympics. In her personal time, she enjoys hiking, interior decorating, traveling, and spending time with her family.

Frederic Hoffman IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience and has been with Cambridge Investment Research since 2013. Outside of his advisory role, he is involved in volunteer coaching with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Tauras Martinka is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Brent Jablonski Allstate Agency, and various positions during his studies at the University of Wisconsin-Madison and University of Illinois at Chicago. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Giorgio Sanfratello is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley, ETRADE, and Millennium Trust Company, as well as full-time education at Loyola University Chicago. He also serves as a consultant for Handshake AI, a career network focused on enhancing large language models within specialized domains. 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, offering both model-based and discretionary investment strategies for a wide range of individual and institutional clients.

Douglas Leister is a financial advisor with J.P. Morgan Securities in Evanston, IL, holding a Series 66 designation and 12 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, Leister is an investor and partner in a restaurant venture in Chicago, although he does not participate in its operations. 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 institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Allen Chan is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2006. 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, distribution, and investment management capabilities.

Jeffrey Gromos is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Marlo Chambers is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Charles Schwab, and TIAA-CREF. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach includes tax-aware withdrawal strategies and asset allocation, supported by internal research and third-party data.

Karen Heisler is a financial advisor with UBS Financial Services in Northbrook, IL. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Heisler has worked at UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Johnny Johnson Jr. is an Investment Consultant at Fidelity Investments, where he has been working since 2024. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2024. His professional background includes roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. Johnny partners with individuals and families to develop personalized financial strategies aligned with their values and long-term objectives. He emphasizes listening, clear communication, and long-term relationship building, aiming to assist clients with retirement planning, wealth building, and navigating financial changes. Outside of his professional work, Johnny enjoys board games, family activities, fishing, football, golf, and reading.

Christopher De Long is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2025. De Long has also been involved with DeLong & Associates, Inc. and its d/b/a Padgett Advisors since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment program platforms through a nationwide network of independent advisors.

Philipp Tippow is a financial advisor with Ameriprise in Libertyville, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of advisory work, he is a co-owner of PaxCo, a business involved in practice management. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s investment approach integrates proprietary research and third-party data to provide customized retirement income planning within a defined investment universe.

Constantin Azman is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he owns an accounting business, Primus Consulting, Inc., and is a co-owner of Language Quest Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based strategies managed by third-party asset managers and operates at a large scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

Gabrielle Fabre is a Series 66-credentialed advisor with Robert Baird & Co. in Winnetka, IL, where she has worked since 2018. She has seven years of industry experience, including roles at Newday Funds Inc., Tesla Inc., City Segway Toves, and GW University. Outside of her advisory work, she serves as the Treasurer of the French Alliance of NorthShore. Gabrielle is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research, manager selection, and advanced strategies including tax management and direct indexing.

Chad Fitzloff is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is president of Trees and Bees LLC, a timber farming business based in Evanston, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Patricia Moll is a CFP® with 36 years of experience in the financial industry. She has been with Ameriprise since 2005, currently serving as an advisor at the Park Ridge, IL office. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Paraskevas Sellis is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, JP Morgan Chase Bank, and JP Morgan Securities. 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 combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a formal alternative-investment due diligence process.

Donald Klein is a financial advisor with Charles Schwab who holds the Series 63, Series 65, and Series 66 credentials and has 30 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at TIAA-CREF from 2015 to 2019. Outside of his advisory role, he referees basketball games for the North Suburban Special Recreation Association. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sitalakshmi Arumugam 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 JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.