Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined Equitable Advisors in 2025 and has experience in family-owned businesses outside the financial industry, including a dental practice and property management. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, emphasizing a mix of discretionary and non-discretionary advisory solutions primarily through LPL-sponsored programs.

Peter Loukis is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at TD Ameritrade and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Aaditya Patel is a financial advisor with Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked at Bankers Life and has experience in various roles including at Menards and Bradley University’s Intramural Sports Department. Equitable Advisors serves a wide range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Michael Phillips is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as employer-based corporate financial planning agreements.

Thomas Nowak is a CFP®-certified financial advisor with Charles Schwab, based in Northbrook, IL, and has 17 years of industry experience. He has worked with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jeffrey Reis is a Wealth Management Advisor at Merrill Lynch Wealth Management with employment since 1996. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA) designations. His expertise encompasses a broad range of financial planning areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on integrating all aspects of clients' financial lives to provide advice tailored to their needs, goals, risk tolerance, and liquidity requirements. Jeffrey earned his bachelor's degree from Colorado State University. Outside of his professional work, he is interested in biking, camping, fishing, hiking, skiing, swimming, and traveling.

Henry Wanner is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Jared Tello is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held positions at Rivers Casino and worked in various roles in education and other sectors. Outside of his advisory work, he operates a YouTube channel documenting scuba diving. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Joann Allison is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. Prior to that, she spent seven years with Ameriprise Financial Services, Inc. Outside of her advisory work, she has operated The Mail Center since 1999. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by its internal Chief Investment Office and third-party managers.

Sabrina Lombardo is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Zoriy Reznikov is a Financial Consultant currently working at Fidelity Investments since 2014. He has accumulated over 25 years of experience in the financial services industry, holding various roles including Financial Representative and Investment Consultant at Fidelity, as well as positions at other firms such as Fifth Third Securities, Chase Investment Services Corp, Northern Trust Securities, and Merrill Lynch. Throughout his career, Reznikov has worked closely with clients and their families on a one-on-one basis, utilizing the Private Client Group and Premium model to develop, implement, and monitor long-term financial plans and investment strategies. His experience spans multiple facets of financial advising, trading, and portfolio management. Details regarding his educational background, credentials, personal interests, or community involvement were not provided.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at 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 supported by structured processes and firm-approved tools.

Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joshua Harrison is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a select group of clients, providing in-depth financial planning and guidance. He focuses on helping high net worth individuals and families make intentional decisions regarding the growth, protection, enjoyment, and transfer of their wealth. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant, Managed Account Support Specialist, and High Net Worth Service Associate. Prior to joining Fidelity, Joshua held roles including Financial Advisor and Branch Office Administrator at Edward Jones, as well as Relationship Manager and Client Service Representative at VennWell LLC. Outside of his professional responsibilities, Joshua engages in family activities, fitness, and parenthood.

Ryan Birkhauser is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and external managers.

Jennifer Shifrin is a Series 66 licensed financial advisor with Morgan Stanley in Deerfield, IL, bringing 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of advising, she serves in fiduciary roles such as executor and trustee for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers advisory programs to individuals and institutions with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Ignat Ignatov is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Bank, Edward Jones, and BMO Harris Bank. Ignatov is also listed as a signer on the business checking account of a family-owned trucking company. J.P. Morgan Securities 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 delivers these services through a select group of Wealth Advisors and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Gelb is a Financial Advisor with Merrill Lynch Wealth Management and leads The Gelb Retirement & Advisory Team (GRAT), a multigenerational team that combines Wall Street expertise with Main Street values. He focuses on delivering retirement planning, fiduciary consulting, and portfolio design strategies tailored to individual needs. Jared is committed to simplifying the complexities of investing and wealth planning to empower clients to achieve their financial goals. With expertise in areas such as corporate benefits, education planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income, Jared provides comprehensive financial advice. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jared earned his Bachelor's Degree from Indiana University and is fluent in English and Spanish. Raised in Northbrook, Illinois, he now resides in downtown Chicago with his golden setter and girlfriend. Jared values a strong sense of community and actively engages with his neighbors. Outside of his professional work, his interests include basketball, cooking, football, golfing, music, reading, and spending time with his family.

Sara Hagen is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, NA since 2009 and Merrill Lynch, Pierce, Fenner & Smith since 2006. 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, and institutions, utilizing internal and third-party portfolio management teams.

Jared Pincoski is a financial advisor with Equitable Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.