Amanda Kreutzer is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019. Outside of her advisory role, she is the owner of Heart Centered Guidance LLC, a business focused on spirituality services including intuitive guidance and workshops. 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 reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

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 has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1996. Berk holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Jennifer Ebert is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in various roles including positions at Primrose School of Algonquin and with private family clients. Outside of her advisory role, she is involved in a photography business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 supported by firm-approved tools and modeling techniques.

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.

George Reichl Jr. is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. Outside of his advisory role, he is an investor in the automotive and transportation business Tint World. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Christman is a financial advisor at Edward Jones in Palatine, IL, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Hender is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Compass Financial Partners by Northwestern Mutual and has been involved with the Tulane Center for Entrepreneurship and Tulane University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers its services on a non-discretionary basis, with clients retaining final decision-making authority.

Paolina Dimitrova is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this position, she served as a Relationship Manager at the same firm from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Throughout her tenure at Fidelity Investments, Paolina has developed expertise in client financial planning and relationship management. She approaches the planning process with care, structure, and attention to detail, focusing on aligning closely with her clients' goals to provide a thoughtful and seamless experience. Outside of her professional work, Paolina enjoys activities such as beach outings, fitness, hiking, Pilates, traveling, and exploring culinary interests.