Kevin Fine is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and capital market assumptions developed by its Global Investment Committee.

Miyoung Yook is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she lectures at Purdue University and participates in activities with the Korean Cultural Center of Chicago. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with substantial investable assets. The firm combines proprietary research and modeling with personalized recommendations, emphasizing managed accounts and incorporating algorithmic tools overseen by an internal committee.

Alan Nadolna is a financial advisor at Cetera with over 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at LaSalle St. Securities, LPL Financial, and The Associates Group, where he is also the owner and president. Nadolna serves as board president of Keystone Alliance, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial advisory services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through various program structures and custodial relationships.

Sebastian Samudio is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work history includes roles at Bank of America and Dominican University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Yore is a Series 66-licensed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2022 and previously spent 11 years at Bank of America, N.A. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kyle Mitchell is a financial advisor with Cambridge Investment Research Advisors in Chicago, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Reinhart Financial Group since 2011. Outside of his advisory work, he serves as a lifeguard trainer for the Hinsdale Community Swimming Pool, where he trains and certifies lifeguards. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management options and proprietary and third-party model strategies.

Micah Nathan is a financial advisor at Wells Fargo Advisors in Highland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisory work, he has 100% ownership of a residential property in Chicago with his spouse. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Mary Boesen is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Winnetka, IL, and has two years of industry experience. Prior to joining J.P. Morgan, she held roles at JPMorgan Chase Bank, the States Attorney's Office, and Golub Capital, among others. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of advisors.

John Barrett is a financial advisor with LPL Enterprise LLC, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he has held positions at various companies including Varsity Tutors, where he continues to work outside investment advisory, and he operates a separate business named Dolor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Lindsey Rogosich is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She has been with Fidelity Investments since 2007, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Wells Fargo Advantage Funds from 2005 to 2007 and as an Investment Consultant at Strong Funds from 2003 to 2005. With over 20 years of industry experience, Lindsey helps clients work toward their long-term financial goals through planning and allocation of their assets. She employs a straightforward approach to assist clients in making their assets work effectively for them.

Dimitry Neyzelman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at Chegg Inc and Discover Financial Services, as well as consulting work. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs and a hybrid referral and implementation model.

Hamza Akram is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working concurrently with JPMorgan Chase Bank, N.A. since 2014. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michele Aspan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with Wells Fargo Advisors and its affiliates since 2009. Outside of her advisory role, she manages funds related to her son's music business and is a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, employing tailored recommendations supported by firm research and planning tools.

Thomas Kedzie is a financial advisor at OSAIC with 27 years of industry experience. He previously worked for Lincoln Financial Advisors for 23 years prior to joining OSAIC in 2025. Kedzie holds Series 63 and Series 65 licenses and also operates RetireWell LLC, offering fixed insurance products including health insurance and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary management with access to a wide range of investment products.

John Ryan is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 14 years of industry experience. He previously worked at Equitable Financial & Life Insurance Co. and Equitable Advisors for nine years before joining J.P. Morgan in 2019. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Nineve Benjamin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at II BN, LLC and Uboz Logistics, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary model that combines quantitative asset-allocation and centralized due diligence, including an ESG eligibility framework.

Elizabeth Tucker is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a licensed paraplanner assisting another Ameriprise advisor with trade placement, customer service, and practice organization projects. Ameriprise serves individuals approaching or in retirement, particularly those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Margolis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked across various Wells Fargo divisions since 2009. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations across diverse planning needs, including niche areas such as business-owner transition and special-needs analysis.

Matthew Bappert is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 1834 Investment Advisors Co., Premier Asset Management LLC, and BMO Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced technologies.