Samuel Siegel is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His background includes roles at UL Solutions and multiple community and educational organizations, including Deerfield Park District and the University of Iowa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jason Lorenzo is a Series 66-licensed financial advisor with Merrill in Northbrook, IL, and has seven years of industry experience. He previously worked at Bank of America and Axa Advisors. Outside of finance, he works as a server at RockSugar Southeast Asian Kitchen, a restaurant he has been involved with since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 20 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Randall Harris is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he was a Financial Advisor at Northwestern Mutual from 2018 to 2023. In his current position, Randall collaborates with a team to develop personalized holistic financial plans tailored to client needs, focusing on educating clients and delivering high-quality service. Randall holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial consulting. Outside of his professional responsibilities, he has personal interests in food, football, museums, music, and traveling.

Jim Ostach is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2001 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Joshua Noparstak is a financial advisor with LPL Financial in Deerfield, IL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Equitrust Financial Group and Securities America Inc before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Barry Skolak is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following an 11-year tenure at BMO Harris N.A. Outside of his advisory role, he manages a family-owned three-unit residential property in Chicago. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

John Seaman is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. 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 services both directly and through corporate financial planning agreements.

Craig Alexander is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2011 and also serves as an associate financial advisor at Piekarski and Associates, assisting with practice management and client service. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Karina Elperin is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley since 2013 and currently works with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individual 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 as part of its financial planning process.

Kristen Folland is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including private funds and real-asset exposures.

Mirza Baig is a financial advisor with Merrill holding a Series 66 designation. He has one year of industry experience and has previously worked at Citi and Bank of America. Baig also has a background in education, having taught at Northeastern Illinois University. 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. The firm offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Johnson is a financial advisor with Wells Fargo Clearing in Deerfield, IL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent four years at CITIGROUP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Pfister is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016 following his experience at Fidelity Investments and has over 13 years of experience in wealth management. In his current role, Matthew focuses on developing integrated, goals-based financial strategies tailored to clients’ risk tolerance, timelines, liquidity needs, and personal preferences. Matthew’s areas of expertise include family wealth management strategies, personal retirement planning, sports and entertainment wealth management, tax minimization, and retirement income planning. He works extensively with professionals and business owners, providing guidance on investment, tax mitigation, and wealth planning strategies to help build and sustain generational wealth. Additionally, Matthew offers support in exit planning, workplace retirement plans, and business lending or cash flow management strategies. Matthew holds a Bachelor’s degree from Cornell College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also affiliated with the Cornell Baseball Alumni organization. Outside of his professional work, Matthew enjoys baseball, basketball, football, skiing, spending time with his family, and traveling.

Stace Hilbrant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at LPL Financial since 2010 and is also affiliated with HUB International Investment Services and Global Retirement Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing in-house research, third-party subadvisors, and technology-driven strategies across discretionary and non-discretionary management models.

Tom Weyhrich is a financial advisor with Wells Fargo Clearing in Wilmette, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as co-trustee for his spouse’s trust and trustee for his mother’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anne Del Rosario is a financial advisor at LPL Financial with 12 years of industry experience. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. Outside of financial services, she is a part owner and administrator of Diversified Home Care Inc. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and diverse investment strategies.

Edward Samano is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS Financial Services since 2016. Outside of advising, he has involvement with AXA Distribution Holding Corporation related to past sales of variable products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Lauren Stroner is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has worked at Merrill since 2014, with a brief period operating under her own name from 2017 to 2019, and has been with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Brandon Brocato is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at the University of Missouri and various service positions outside the financial industry. He is also involved as president and independent service provider for Brandon Matthew Inc. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.