Paul Reider is a CFP® with 23 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.

Syeda Mahmood is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on various client areas including Family Wealth Management Strategies, International Wealth Management, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, Women and Wealth, and Tax Minimization. She takes a personalized approach to wealth management, helping clients navigate life's financial decisions with clarity and confidence. Mahmood's career in finance began as a consultant, guiding financial advisors and their clients through firm transitions. She then served as a team associate for ultra high net worth clients, gaining experience in complex financial landscapes before transitioning into her current role as a financial advisor. Through her work, she emphasizes that successful wealth management is built on lasting relationships, trust, and a comprehensive understanding of each client's unique circumstances, requiring an integrated approach to all aspects of a client's financial life. She holds a Bachelor's Degree from the University of Illinois System and has earned the designation of Personal Investment Advisor (PIA). Mahmood is fluent in English and Urdu. Outside of work, she enjoys reading, spending time with her family, and playing tennis.

Phillip Sitar is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he serves as the Treasurer on the Board of Directors for the Manhattan Condo Association. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach includes a centralized consulting team that provides non-discretionary, research-based recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Mark Tsoulos is a financial advisor with Mass Mutual Investors Services in Lisle, IL. He holds CFP® and Series 66 credentials and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.

Joshua Van Namen is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Country Insurance & Financial Services for 16 years before joining Edward Jones in 2022. The firm serves more than four million individual and institutional clients with a wide range of wealth management services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Jennifer Freymark is a CFP® with 12 years of industry experience and has been with Edward Jones in Glen Ellyn, IL since 2013. She is also a certified Body Pump and Spinning instructor and serves as Treasurer for the Hadley Junior High PTA, managing budgets and bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Andrew Lichaj is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Kovitz, Stifel Nicolaus & Co Inc, and several other firms. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Robert Jones is a CFP® professional with 44 years of experience in the financial industry. He has worked at OSAIC since 2023, following 30 years at FSC Securities Corporation and over four decades with Lincoln National Life. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning and managed account solutions, utilizing advanced asset-allocation tools and access to third-party investment managers.

Jeffrey Meyers is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where he has worked since 2008. He has 22 years of industry experience. Outside of his advisory role, he is involved in property rental in Wheaton, IL. 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 network of advisors and branch offices nationwide.

Brian Ahern is a financial advisor based in Naperville, IL, affiliated with LPL Financial. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC and Total Clarity Wealth Management, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced portfolio management technologies.

Michael Lapinski is a CFP® with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and guided by investment policy statements. The firm’s approach includes a broader range of financial products than typical large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Benjamin Frick is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Ascensus, and LaSalle St Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerome Gendron is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. Outside of his advisory work, he operates a business refurbishing and selling musical instruments. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Natalie Nissen is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. She specializes in working with business owners, high net worth individuals, and multigenerational families, focusing on wealth creation, preservation, and efficient wealth transfer. Natalie collaborates with clients to develop tailored financial plans that address investment management, asset allocation, risk management, tax efficiencies, and estate planning. Her expertise includes delivering goals-based wealth management strategies aligned with clients' investment objectives, risk tolerance, time horizon, and liquidity needs. She has in-depth knowledge of the unique financial challenges faced by business owners and executives, such as liquidity planning, legacy considerations, concentrated stock positions, and tax management. Additionally, Natalie emphasizes sustainable investing, helping clients integrate their values into their portfolios while maintaining performance objectives. Natalie holds the CERTIFIED FINANCIAL PLANNER® certification and has earned a Master's in Business Administration with distinction from DePaul University, as well as a Bachelor's degree in Economics with a minor in Spanish from the University of Illinois at Urbana-Champaign. She is fluent in English and Spanish. Residing in Homer Glen with her family, Natalie actively volunteers with her son's school, Kingswood Academy, and the Homer Glen Junior Woman's Club.

Amanda Welter is a financial advisor with Fidelity who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage advisory services.

Diego Facio Guzman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolios to address changes in clients' situations. Diego holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma from Larkin High School.

Paul Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, professionals, business owners, corporate executives, retirees, and families, providing comprehensive wealth management strategies tailored to each client's unique goals. His expertise includes corporate benefits, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. Paul emphasizes a client-centered approach, focusing on understanding clients' ambitions and responsibilities to deliver personalized financial solutions. Paul has been a financial services professional since 1999, starting his career at Deutsche Bank Alex Brown and later gaining experience at UBS and Morgan Stanley before joining Merrill Lynch in 2015. As a founding member of the RLH Group, he assists clients that include venture capitalists, private equity and technology executives, attorneys, physicians, government employees, contractors, and many recent immigrants from Asia and the Middle East. He has substantial experience in concentrated stock transactions, corporate cash management, 401(k) plans, initial public offerings, mergers and acquisitions, succession and exit planning, and corporate and executive services. He holds a Bachelor's Degree from George Washington University and several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is also involved with professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. His community involvement includes participation with AALEAD, the Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos. Outside of work, he enjoys basketball, golfing, running, soccer, and spending time with his family.

Adrianna Granata is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work includes roles at Northwestern Medicine and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.