Cynthia Faraci is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of her financial career, she works as a yoga instructor at CorePower Yoga. 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 and applying an ESG eligibility framework in its recommendations.

Nathanael Darnieder is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Glenview, IL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. 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 range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tabitha Kenney is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Wealth Management since 2021 and previously spent 13 years at Merrill. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Lisa Yoest is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial. She has previously operated her own advisory firm, Lisa A Yoest CFP LLC, and has held roles at Baker & Yoest Investment Advisers Inc and Cetera Financial Specialists LLC. She serves on the board of a nonprofit organization, HPHS Class of 1983 NFP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Thomas Wendt is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He previously worked at Edward Jones and Bromley Company. His credentials include the Series 66 designation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Glenview, IL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Primerica Advisors, Hefg, and Guardian Life Insurance Company of America. Outside of his advisory role, he provides racket sports instruction as a contractor for Michigan Shores Club. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing 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 broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Anna Goldberg is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Steersman and has a background that includes five years at Magnolia Bakery. Outside of her advisory role, she provides home care assistance for her father several hours a week. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management offerings, including fee-based financial planning and capital markets services.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 range of advisory and investment services supported by a nationwide network of financial advisors and branch offices.

Rhonda Salins is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as a general partner and trustee for various investment-related family partnerships and trusts. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Mark Sessa is a CFP®-designated financial advisor with 17 years of industry experience, currently with J.P. Morgan Securities in Arlington Heights, IL. His prior experience includes roles at Golden Cord Investment Group, Inc. and Gci Group, Inc D/B/A Centurion Capital, Ltd. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 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 authority.

Carla Lang is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has been with Merrill since 2009 and has concurrently worked with Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Scott Berk is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank since 2015, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Katherine Strain is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Raymond James & Associates. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to customize implementation through brokerage or advisory programs.

Daniel Volk is a financial advisor with LPL Financial in Grayslake, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Merrill, Chase Investment Services Corporation, and Banc One Securities Corporation. He is involved with Wintrust Investments Insurance Agency, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with research-driven model portfolios and technology tools.

John Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in Northfield, IL, and has five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Spectrum Retirement Communities and The Well. 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 and institutional platforms, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

Derek Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients create personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, portfolio management services, and retirement planning, with a focus on serving corporate executives and women and wealth. Derek holds a Bachelor's Degree from Northern Illinois University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is committed to understanding clients’ values and goals through one-on-one conversations, working alongside them to pursue their life objectives while planning their legacy. Outside of his professional work, Derek volunteers with community organizations including the Field Museum of Natural History, Holy Family Catholic Academy, and St. Nectarios Greek Orthodox Church. His personal interests include baseball, golfing, scuba diving, traveling, and spending time with his family.

Robert Christman is a financial advisor at Edward Jones in Palatine, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Julia Hender is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024, and previously was affiliated with Compass Financial Partners by Northwestern Mutual in 2022. Outside of financial services, she has been involved with the Tulane Center for Entrepreneurship from 2021 to 2024. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework when recommending investment strategies.