Christopher Kolososki is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and JP Morgan Securities LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Michael Morris is a CFP® professional with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2018. Prior to that, he spent a year at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches.

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.

Brian Olson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Edward Jones for 15 years. Olson is also involved with Forte Financial Planning LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment programs, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

William Floyd is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Harris Investor Services, Inc. He serves as an advisory board member for the Glencoe Chamber of Commerce, a charitable organization focused on promoting local retail business in Glencoe, Illinois. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple managed account strategies with oversight from its CIO and focuses on tax-efficient implementation alongside deep integration with Bank of America affiliates.

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 financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at UBS for 10 years and Morgan Stanley for one year prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities uncommon among institutional advisory programs.

Frederic Hoffman III is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and 42 years of industry experience. He has been associated with several related firms since 1986, including The Guardian Life Insurance Company and Associated Pension Services, and has served as a head and assistant coach for youth sports teams in Arlington Heights since 1993. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through thousands of Financial Professionals and multiple platform options.

Jeffrey Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, following his work at Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various advisory programs.

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 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citigroup Global Markets. Outside of his advisory role, he is involved with Yellowstone Asset Management, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo research and planning tools. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis.

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 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.

Lawrence Zelen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been providing financial and wealth management advice since 1992, following in the footsteps of his father, who joined the firm in 1961. Lawrence focuses on helping affluent families, individual clients, and closely held businesses achieve their long-term financial objectives. His areas of expertise include college education planning, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, tax minimization, and retirement income. Trained as a CPA, he collaborates with clients' tax professionals to develop strategies aimed at minimizing income tax liability and selecting tax-advantaged investments. Lawrence holds FINRA Series 7, 63, and 65 licenses, life and insurance licenses, and the Personal Investment Advisor designation. He earned a Bachelor's Degree from Indiana University and is proficient in English and French. Outside of his professional role, Lawrence enjoys biking, boating, playing pickleball, reading, spending time with family, traveling, and watching movies.

Marie Wurtel is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has been with Cetera and its related entities since 2007 and was previously associated with Eric Wurtel & Associates, Inc. from 1993 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to affiliated and third-party managers.

Magdalena Sekscinski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan firms since 2007 and spent one year with Thermomix / Vorwerk LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research supported by centralized due diligence, with an emphasis on customized solutions and broader derivatives capabilities.