Lushone Bennett is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 13 years prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and the Global Investment Committee’s market outlooks.

Donald Sakamoto is a financial advisor with LPL Financial in Des Plaines, IL, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His prior work includes positions at Level Four Advisory Services, New England Securities, and Osaic FA. He is also the owner of CMDS Insurance Brokerage and involved with Level Four Insurance Services, both insurance-related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational technologies.

Yekaterina Teryokhina is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Osaic FA, Inc., Ayco (Goldman Sachs), and AXA Equitable. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate Financial Planning agreements.

Andrew Fine is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2026, after working at Medline Industries, LP and Horizon Therapeutics. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning that uses firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sandeep Merneedi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, he worked at firms including Thrivent Investment Management and Northwestern Mutual. Outside of finance, he co-owns House of Aure LLC, an Indian ethnic clothing brand focused on men's apparel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advising program that emphasizes written asset allocation advice, manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations within its recommended investment strategies.

Alfonso Anguiano is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. His work history includes positions at Old National Bank, First Midwest Bank, and Essex National Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms.

Christopher Stevens is a financial advisor at UBS Financial Services in Northbrook, IL, holding a Series 66 designation with 17 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2024 before joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Nahrain Markey is a Planning Consultant at Fidelity Investments, where she works with clients to develop comprehensive financial plans tailored to their personal values and the needs of their families and loved ones. She has held this role since 2024. Prior to this, she served as a Financial Representative and Financial Service Representative at Fidelity Investments in 2023 and 2024. Her earlier experience includes various banking roles, such as Personal Banker and Relationship Manager at Citibank from 2006 to 2014, and Personal Banker at Chase Bank from 2004 to 2006. This background has provided her with a breadth of experience in financial services and client relationship management.

Benjamin Asper is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior business involvement as co-owner of Popnson, LLC, which buys and sells rental homes. Outside of financial services, he is a private investor in Predictive Fitness, Inc., a technology company focused on optimizing health and fitness through data. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Candice Mclaws is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Merrill and Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joanna Logothetis is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at Pottery Barn for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Daniel Feiertag is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Motorola Solutions. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment programs.

Enrique Fuentes is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, The Northern Trust, and Sherwin-Williams. 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, pension plans, corporations, and charitable organizations.

Stephen Cless is a CFP®-designated financial advisor with Charles Schwab, where he has worked since 2000 and at Charles Schwab Bank since 2005, totaling 25 years of industry experience. He is an administrative manager for C4 Management Company LLC, an asset management firm based in Northbrook, IL. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing capabilities.

Mark Koznicki is a CFP® with 26 years of industry experience, serving at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages a commercial rental property in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Dhara Shah is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2018, following prior positions at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory role, she serves as an executor and power of attorney for her parents. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Diana Chernyhovsky is a CFP® professional with 22 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, managing client financial needs throughout her tenure. She is involved in outside insurance brokerage activities under various DBAs such as CUBE FINANCIAL PARTNERS, LLC and SURGEONS CAPITAL MANAGEMENT. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Plocker is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of its standalone planning program.

Bryan Hill is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory work, he is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Alexandria Szafranski is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.