Christopher Valentine is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses and is based in Park Ridge, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Greene is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering comprehensive wealth management and estate planning services. He focuses on helping clients achieve financial security through personalized strategies tailored to their unique goals and aspirations, with expertise in areas such as corporate benefits, executive compensation, equity compensation services, personal retirement planning, and retirement income. Steven holds a Bachelor's Degree from Amherst College and Master's Degrees from both Yale University and Indiana University Kelley School of Business. He is also a Personal Investment Advisor (PIA). His professional experience is complemented by active participation in several organizations, including serving as President of the Northbrook Symphony Orchestra and as a board member for both the Highland Park Chamber of Commerce and Ravinia Festival Associates. In addition to his financial advisory work, Steven is engaged in community involvement through volunteering and fundraising activities with cultural institutions. He enjoys music, reading, and spending time with his family.

Tray Moses is a financial advisor with Cetera, holding a Series 66 credential and eight years of industry experience. His work history includes roles at Avantax Insurance Agency, Thrivent Investment Management, and various wealth management entities under the Wehring name. He is involved in several financial services businesses, including providing financial planning and investment advisory services through DB Wehring Wealth LLC and TM Wealth. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Deborah Gabriel is a Series 66-licensed financial advisor with Edward Jones in Palatine, Illinois, where she has worked since 2015. She has 10 years of industry experience. Gabriel serves as the vice president of the Palatine Area Chamber of Commerce board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

William Bernacki is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His previous roles include positions at J.P. Morgan Securities and Thrivent Investment Management Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a variety of client types and offers services including discretionary portfolio management, fund advisory, and the delivery of model portfolios.

Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Luigi Auriemma is a financial advisor with Charles Schwab in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, U.S. Bancorp Investments, LPL Financial, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a range of advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment options.

Thomas Manzardo is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with Ameriprise in Schaumburg, IL. He has been with Ameriprise and its related entities since 2005. Outside of advising, he co-owns a restaurant and serves as a trustee on the board of the Schaumburg Township Elementary School Foundation. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Birkhauser is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for over four decades and Bank of America for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Emma Robison is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held positions in education and retail, including roles at Northern Illinois University and Walmart. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Pecard is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Charles Coe is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities since 2020, as well as First Allied Advisory Services from 2012 to 2020. Outside of his advisory role, Coe is an author and speaker involved in education and teaching, and he hosts a podcast focused on life topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, providing a range of customizable investment strategies and program structures.

Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Joe Lala is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2009. 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 combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Donald Duvall is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Harris Investor Services, Inc. and Harris Bank NA since 2003 and 2005, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, third-party research, and various portfolio management strategies.

Glen Mikolajczak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2005. 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 combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering non-discretionary wealth management supported by a centralized due-diligence framework.

James Twigg is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments for over 17 years, working with clients and families to pursue their financial goals. James is focused on wealth planning and helping clients work towards their financial objectives. Over his tenure at Fidelity, James has held several positions including Financial Consultant from 2016 to 2023, Investment Consultant from 2015 to 2016, Relationship Manager from 2011 to 2015, and Private Client Specialist from 2008 to 2011. This experience has provided him with a broad understanding of strategies for all styles of investors. Outside of his professional career, James enjoys cooking and baking, family activities, football, golf, parenthood, and traveling.

Jorge Herrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and TD Ameritrade. Outside of finance, he has been involved with Creative Analytical Idealist X LLC since 2019. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Salvatore Guccione is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes five years at Morgan Stanley before joining Charles Schwab and Charles Schwab Bank in 2018. Outside of financial advising, he is an author of historical fiction, screenplays, and novels. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides a broad range of multi-asset investment options supported by centralized operations.