Brandon Brocato is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Willies Pub & Pool and the University of Missouri Recreation Center. He is also president of Brandon Matthew Inc., an independent service provider for FedEx. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and asset managers to implement advisory models across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Art Salnikov is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2021. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Kevin Stout is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial services industry, including his tenure as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, and as an Investment Advisor at Insight Securities from 2017 to 2021. Prior to that, he was a Financial Advisor at Morgan Stanley from 2014 to 2017 and operated as an Independent Futures Trader at the Chicago Board of Trade from 2008 to 2014. Kevin is dedicated to helping clients and their families take control of their financial futures by assisting them in building personalized financial plans that align with their individual goals. His professional journey reflects a commitment to guiding clients through the development of investment strategies that are in sync with their broader financial objectives. Outside of his professional responsibilities, Kevin engages in activities such as biking, kayaking, outdoor adventures, skiing, traveling, and volunteering.

Thirupathy Nathan is a financial advisor with Cetera in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2007 and has worked with affiliated entities since 1991. Nathan also owns and operates TV Nathan & Assoc., Inc., providing accounting and financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services delivered via multiple program structures and a multi-manager platform.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.

Theodore Russell is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses Wells Fargo research and planning tools to develop tailored client recommendations.

Samantha Owens is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Harris Investor Services, Inc. for nine years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jon Clare is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 25 years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in the sale and servicing of disability insurance, fixed and indexed annuities, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various proprietary tools and third-party programs.

Samantha Mc Guire is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at US Bank and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he operates an outside insurance brokerage through INFINITY STRATEGIC PARTNERS, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing various third-party advisory models and providing ERISA fiduciary services through credentialed representatives.

Annette Kaszubski is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior work includes roles at LPL Financial and TD Ameritrade. She is also involved with Itasca Bank & Trust Co. in an investment-related capacity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm operates with capabilities in institutional trading, wealth management, and affiliated banking services.

Andrew Stevenson is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and leverages broader derivatives and commodities capabilities.

Paul Turner is a financial advisor with LPL Financial and holds a Series 63 designation. He has 42 years of industry experience and has been with LPL since 2018. In addition to his advisory work, he has operated a legal practice as an attorney since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Nourbash is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Banc One Securities Corporation and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Forman is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. 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, utilizing structured discovery processes and firm-approved tools to support client strategies.

Nathan Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Barrett is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held positions at Northwestern Mutual Wealth Management Company and its affiliated entities. Based in Chicago, IL, he joined J.P. Morgan Securities after a brief period as a self-employed advisor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Juan Contreras is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017. 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 a range of clients including individuals, high-net-worth investors, and institutions.