James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Barrett is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held positions at Northwestern Mutual Wealth Management Company and its affiliated entities. Based in Chicago, IL, he joined J.P. Morgan Securities after a brief period as a self-employed advisor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. 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, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Judith Crampton is a CFP® certificant with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors where she has worked since 2009. She also operates Crampton Associates, a financial services firm established in 1980, and provides estate settlement services through Crampton Planning Partners. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.

David Strutzel is a CFP®-designated financial advisor with 36 years of industry experience. He currently works at Cetera and owns Strutzel Family Wealth Management. Prior to Cetera, he worked at Raymond James & Associates and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program options and third-party managers.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He also serves as co-trustee for his parents' family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and offers a mix of proprietary and third-party investment solutions.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Denise Abog is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with PFSI Investments Inc. since 2018 and Primerica Financial Services since 2010. Prior to her financial career, she worked with The Nature Conservancy for one year. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors is a large institution serving primarily individual investors along with corporate and charitable clients. The firm provides a wrap-fee asset management program that relies on model portfolios created by unaffiliated asset managers, including strategies utilizing exchange-traded funds that invest in cryptocurrency.

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial, Inc. for seven years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Silvio Morales III is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America/Merrill Edge, Morgan Stanley, and Advanced Equities, Inc. Outside of finance, he was involved with Rooms4kids in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Zachary Dalzell is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds, utilizing proprietary research and planning tools.

Kathleen Roeser is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She serves as a trustee and co-trustee for estate administration activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to assist clients, while generally acting in an advisory capacity for financial plans.

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial and brokerage services.

Chad Waynee is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. 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 supported by a large nationwide network of financial advisors and branch offices.

Matthew Wilson is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Foreside Fund Services, Aegon Asset Management, and Atrium Capital Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Patrick Gill is a financial advisor with LPL Financial in Park Ridge, IL, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Capital Point Financial Group, LEVEL FOUR ADVISORY SERVICES, Lasalle St. Investment Advisors, Oppenheimer, and Morgan Stanley. He also provides investment advisory services through Capital Point Financial Group, an independent registered investment advisor. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Joseph Spiegel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, including prior roles at JPMorgan Chase Bank and BMO Harris. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 in Arlington Heights, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013. Outside of his advisory role, he volunteers as a coach with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, offers access to third-party advisors and proprietary model strategies, and manages a multi-billion dollar asset base through thousands of financial professionals.

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.