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.

Kriti Gogia is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has been with various Cetera-affiliated entities since 2021. Prior to her advisory role, she was employed at Genpact. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform that includes affiliated and third-party managers across diverse program structures.

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.

Timothy Sayre is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2019. Prior to that, he worked at Astronics Connectivity Systems & Certification from 2016 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Salman Deen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial and wealth management advice since 2012. In his role, he focuses on client relationship management and develops financial and investment-based strategies tailored to individual client needs. His practice areas include estate and wealth transfer issues, money management, college education planning, socially responsible investing, tax minimization, retirement income, and strategies for women and small businesses. Salman adopts a comprehensive approach to wealth management, beginning with understanding a client's financial situation and personal goals to create customized strategies that adapt to changing needs and market conditions. He holds a Master's Degree and a Bachelor's Degree from Benedictine University and maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Salman participates in community service by volunteering with local organizations, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, hiking, photography, racquetball, swimming, tennis, traveling, volleyball, and spending time with his family.

Emily Coughlin is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 credential and previously worked at Federated Global Investment Management Corp and its affiliated entities. Outside of her advisory role, she has been involved with True Lacrosse and other community organizations. 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. Schwab offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios, due diligence on alternative investments, and a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

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.

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.

Anne Butcher is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Citigroup Global Markets, U.S. Bancorp Investments, and UBS Financial Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

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.

Eric Eugene is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA, where he has worked since 2012 and 2022, respectively. Outside of his advisory role, he is the owner of Wilson Property, LLC, a real estate management business. J.P. Morgan Securities offers 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 combines quantitative screens and qualitative research in its advisory process and maintains broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

Mike Karras is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of the Karras Poplin Schroeder Group. He provides strategy and direction for the team, delivering customized investment approaches tailored to clients' investment preferences, risk tolerance, and time horizons within their overall wealth framework. His expertise encompasses corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Mike joined Merrill Lynch in 2008 after twelve years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's Degree in finance from Indiana University's Kelley School of Business, where he was an Evans Scholar, a program he now supports. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Personal Investment Advisor (PIA) credential. In 2022, he was named to the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, Mike and his wife Sabrina live in Chicago with their three children and two chocolate labs. He enjoys spending time with his family, traveling, playing and watching sports including baseball, basketball, football, and golfing. Mike is an active member of his church and supports several area nonprofits dedicated to enhancing the lives of children, as well as the Evans Scholar community.

Vicki Robinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics along with diversification and modern portfolio theory in its investment approach.

Thomas Barnicle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has held leadership roles at Barnicle & Associates, Ltd., a tax and accounting firm he founded, and serves as president of Wealth Cornerstones, Inc., a financial services company. Barnicle also owns Barnicle Financial Group, a financial services and accounting business. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers access to both affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.