Jameson Brinks is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Early in his career, he was associated with New Holland Brewing Company. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach managed by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services to a diverse client base.

Philip Neznanov is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved with the Holy Resurrection Orthodox Church and the Orthodox Christian Alumni Association. 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 brokerage, distribution, and investment management capabilities.

Michael Morris is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2018. Based in Highland Park, IL, Morris holds Series 63 and Series 65 licenses. 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 part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Pavelski is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Landolt Securities, Inc. from 2005 to 2024 before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Dru Martin is a financial advisor at Merrill in Buffalo Grove, IL, holding a Series 66 designation with one year of industry experience. He previously worked at Liggett Vector Brands for 13 years and has been with Bank of America and Merrill since 2025. Martin was also involved with Good Times USA LLC in 2025. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Olson is a CFP® professional with 17 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2023, following a 15-year tenure at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

William Floyd is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the investment industry. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. William centers his advisory approach on understanding clients’ full financial picture and prioritizing the goals that matter most to them, tailoring wealth management strategies that adapt to changing market conditions. William holds a Bachelor's Degree from Eastern Michigan University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved with the Buffalo Grove - Lincolnshire Chamber of Commerce and has served as President of the Rotary Club of Glencoe, IL from 2014 to 2016. Outside of his professional role, William enjoys baseball, cooking, gardening, golfing, soccer, and spending time with his family.

Susan Schwarm is a financial advisor with Ameriprise in Libertyville, IL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she manages an LLC that holds commercial property used exclusively for conducting Ameriprise business. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset thresholds, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kolleen Zbilski is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Kerry Schwarcz is a Series 66 licensed financial advisor at J.P. Morgan Securities with 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Schwarcz spent a decade at UBS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Frederic Hoffman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2003 and has been involved with Associated Pension Services, Inc. since 1988. Outside of his financial advisory work, he serves as a head and assistant coach for youth sports teams in Arlington Heights, IL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and multiple custody and platform arrangements.

Jeffrey Gundrum is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Mark Kendall is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Ameriprise since 2009, working across both Ameriprise Financial Services, Inc. and LLC entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm employs a centralized team to develop personalized retirement recommendations that collaborate with advisors for non-discretionary implementation.

Steven Esposito is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is involved in asset management through Yellowstone Asset Management, LLC, where he dedicates substantial time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products and services.

Alicia Davis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Merrill. Outside of finance, she has experience operating Ultimate Gymnastics LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Duncan is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services for 12 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Richard Scheflow is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Palatine, IL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Richard Mundrane is a financial advisor with Ameriprise in Libertyville, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Melissa Erath is a financial advisor with Merrill in Deer Park, Illinois, holding the Series 66 designation and possessing 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1990. Outside of her advisory role, she serves as a board member for Trinity Lutheran Church in Huntley, Illinois, where she assists in establishing financial guidelines and policies. 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 a mix of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arnold Bender is a financial advisor with Cetera in Buffalo Grove, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked at firms including Alera Investment Advisors, Triad Advisors, and GCG Financial. Outside of advising, he owns an accounting and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management.