Damary Marrero is a financial advisor with Ameriprise in Waukegan, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brandon De Berry is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2015. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Benedict is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Echo Global Logistics, PepsiCo, and Morgan Stanley. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grace Duecker is a financial advisor with Fidelity, holding a Series 66 designation and beginning her career in 2025. Her prior work experience includes roles outside the financial industry, such as positions at The Tempest Oyster Bar and various restaurants. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Robert Michalak is a financial advisor with Equitable Advisors in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as president of a six-unit townhouse association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Sharon Wierzba is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Noyes Advisors LLC, David A. Noyes & Company, and Hightower Advisors. Outside of her advisory role, she is involved with Curion, a market research firm. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and market analyses but generally acts in an advisory capacity without providing specific security recommendations through its standalone planning programs.

Christopher Pina is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Prudential, JPMorgan Chase Bank, and various non-financial positions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Derrick Manuel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank and Invesco Advisers, Inc. Manuel is currently based in Deerfield, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Laura Driver is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Citigroup Global Markets and JPMorgan Chase Bank. 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 advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Christopher Harris is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Benedict is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients define their life goals and align their financial plans accordingly. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Northwestern University. Thomas applies his expertise to assist clients in developing strategies that connect their personal aspirations with their financial objectives.

Anthony Caracciolo is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families across various life stages to develop and implement tailored financial plans. He emphasizes ongoing discussions to align financial strategies with clients' unique goals. Anthony has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and comprehensive financial planning. Outside of his professional work, Anthony has interests in art, board games, golf, museums, snowboarding, and traveling.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Hannah Bruskin is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Wintrust Bank in 2025, she worked at Deloitte Consulting from 2022 to 2025. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

James Rammel is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Matthew Pusateri is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved with 8 Rope LLC, where he serves on a committee with management and supervisory functions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and market insights.

Casey Sackman is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Nataliia Malysheva is a financial advisor at Merrill Lynch Wealth Management. She specializes in corporate benefits, executive compensation, family wealth management strategies, and individual and corporate investment strategies. Her mission is to transform financial complexity into clarity, confidence, and lasting wealth. Before joining Merrill Lynch, Nataliia held director-level positions at Mondelēz International and AB InBev, where she managed profit and loss, revenue strategy, and enterprise transformation across more than 15 global markets. Her core expertise includes financial strategy, profit and loss management, data-driven decision making, revenue growth, and enterprise transformation. She brings a unique perspective, having extensive experience understanding how business decisions, equity, and personal wealth intersect from the inside. Nataliia holds an MBA from the National University of Kyiv-Mohyla Academy and a master's degree from Lesya Ukrainka Volyn State University. She completed accredited certificate programs at the Kellogg School of Management and Vanderbilt University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nataliia is also engaged in community involvement as a mentor with Imerman Angels and is fluent in English, Ukrainian, and Russian.

Martha Naselli is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 1996 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is also a lead singer involved in musical entertainment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Frederick Phillips is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing guidance in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and portfolio management services. As a Senior Vice President – Wealth Management Advisor, he collaborates with clients to develop personalized financial strategies that align with their goals. Phillips holds a Bachelor's degree from Iowa State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of a disciplined investment process incorporating diversification and customized asset allocations to support long-term investment success. In addition to his professional work, Phillips serves as the Board Chair of Care For Friends and is involved with the Apalachia Service Project and the Church of the Holy Comforter. His personal interests include baseball, cooking, and golfing.