James Gibson is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. Since beginning his career with the firm in 1989, he has assisted high-net-worth families in making important investment decisions across various market environments. He leads The Gibson Group, overseeing a team that supports wealth management efforts for a diverse client base including corporate CEOs, entrepreneurs, multi-generational families, and organizations with complex asset and debt management needs. Mr. Gibson sets the core investment philosophy for his team and directs asset management strategies to align with clients' objectives. His approach often emphasizes asset class diversification and generating increasing income streams to help protect against inflation. He utilizes discretionary accounts, third-party money manager accounts, and alternative investments to incorporate non-correlating asset classes. He holds a Bachelor's degree in Finance from Ohio State University and holds the Personal Investment Advisor (PIA) designation. He resides in Hinsdale with his wife, Molly, and their two children, Gray and Naomi. Outside of his professional role, James is a member of Ruth Lake Country Club and participates in his community through Christ Church of Oak Brook. His personal interests include golfing, music, reading, and traveling.

Brian Doruff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works in partnership with Dennis Foley and is part of The Foley/Doruff/Gizzi/Jain Group, a diverse team of advisors focusing on delivering comprehensive wealth management strategies to affluent individuals, families, business owners, and executives. Their approach emphasizes designing goals-based financial strategies tailored to what matters most to their clients. Brian began his financial services career as a mortgage loan officer in 1996 after earning a Bachelor of Arts degree in Marketing from Arizona State University. He spent 14 years as a banking center manager at LaSalle Bank, Bank of America, and MB Financial before joining Merrill Lynch Wealth Management as a Financial Advisor in March 2014. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2017 and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian and his team provide a holistic approach to wealth management, offering services such as family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Outside of his professional role, Brian enjoys biking, golfing, music, softball, spending time with his family, traveling, and watching movies.

Kevin Longo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, working with the Guttmann & Longo Group. Since joining Merrill in 2011, Kevin has focused on evaluating and implementing appropriate asset allocations, as well as designing customized financial strategies to meet the unique needs of his clients. His team utilizes Merrill’s extensive investment and research platforms to develop process-driven, goal-oriented solutions aimed at helping clients achieve their financial objectives. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) credential, and the Certified Plan Fiduciary Advisor (CPFA) designation. He also maintains FINRA Series 7 and 66 registrations, along with life insurance and annuity licenses. He earned bachelor's degrees in Finance and Marketing from the University of Iowa. Kevin lives in Elmhurst, Illinois, with his wife Megan and their three children, Dominick, Isabella, and Viviana. Outside of his professional responsibilities, he enjoys biking, cooking, golfing, reading, running, spending time with his family, and traveling.

Paul Bowman is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the Vasel / Bowman & Associates wealth management group. He works primarily with individuals and families to help them stay on track for retirement and successfully transition into that phase of life. Paul's approach focuses on providing meaningful advice through every stage of life to help clients avoid common mistakes and retire on their own terms. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Denver and is affiliated with the Lambda Chi Alpha Fraternity. Paul joined Merrill Lynch full-time in 2015 after moving back to Chicago from Denver, Colorado. Outside of his professional work, Paul is involved with the Providence St. Mel School. He enjoys cooking, ice hockey, music, skiing, and spending time with his family. Paul currently resides in the Wicker Park/Ukrainian Village neighborhood of Chicago with his wife Ashley and their black lab, Maisy.

Harrison Wolff is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Freddie Mac for three years and held various roles including positions at American University and DuPage Medical Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

James Walker is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL Financial, he worked at Waterstone Financial Group, Inc. for seven years. He holds Series 63 and Series 65 licenses and is based in Elmhurst, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.

Edward Snoble is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with BMO Bank NA since 2018, including four years at BMO Harris Financial Advisors. Outside of his financial advisory work, Snoble operates Penguin Guitar Co, LLC, a personal business unrelated to investment services. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches, supported by advanced operational tools.

Maria Perea is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2024, initially serving as a Financial Representative before advancing to her current role. Prior to joining Fidelity, Maria worked as a Relationship Banker at JPMorgan Chase from 2017 to 2024. With many years of experience in the financial industry, Maria focuses on understanding each client's goals and supporting their financial planning efforts through thoughtful guidance, organization, and consistent follow-through. She emphasizes building strong client relationships based on trust, clear communication, and genuine care, aiming to help clients feel informed and supported over time. Outside of her professional career, Maria enjoys attending concerts, participating in family activities, fitness, social events with friends, playing tennis, and traveling.

Jeremy Eaton is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Calton & Associates, JD Mellberg, Fortune Financial Services, and Merrill, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, leveraging systematic methodologies and long-term asset allocation benchmarks.

Steve Melvage is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works as a freelance DJ at clubs and events in Chicago. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Koklys is a financial advisor with J.P. Morgan Securities in Elmhurst, Illinois, holding Series 63 and Series 66 licenses and offering 10 years of industry experience. He has been with J.P. Morgan since 2015 and maintains a longstanding parallel career in music as a musician and sound engineer. Outside of finance, he performs and mixes live sound at various music venues. 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 an ESG eligibility framework to guide investment recommendations.

Louis Piccione is a Series 66 licensed financial advisor with Morgan Stanley, based in Lisle, Illinois, and has 18 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. He also serves as a trustee and co-trustee for a trust in Orland Park, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm‑approved tools and offers both direct client services and Corporate Financial Planning agreements.

Joseph Donnellon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Outside of his advisory role, he is a managing partner at The Lineage Group, which markets his securities business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

John Bensfield is a financial advisor at Cetera with Series 63 and Series 65 licenses and 31 years of industry experience. He has been associated with Cetera since 2006 and has a longer career dating back to 1973 through his ownership of Bloom Associates Inc, where he also serves as a licensed CPA and provides health insurance services. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm offers a range of program structures and strategies supported by a large nationwide network of independent advisors and manages over $256 billion in assets.

Kaitlyn Paschke is a financial advisor at UBS Financial Services with 2 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and was involved with Blank Space Branding. 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 uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

John Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Ameriprise Advisor Services, and Choreo, LLC. Outside of his advisory role, he serves as a soccer coach with the Wheaton United Soccer Club. 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, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Thomas Walsh is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 registrations with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Phelan is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 65 licenses and 55 years of industry experience. He has been with Merrill since 1967 and also works with Bank of America since 2009. Outside of his advisory role, he serves as chair of a capital campaign for Ray Graham Association, focusing on raising funds to improve housing for clients with disabilities. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Glomb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009. 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 uses structured planning tools and modeling techniques in its financial planning process.

Moosa Rizvi is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at BMO Harris Financial Advisors, Inc. from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.