Tammy Butts is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 2001, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she serves as an executor and trustee for family estates and holds power of attorney for her parents' financial accounts. 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, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerance.

Adam Zaremba is an Investment Consultant at Fidelity Investments, serving clients in the Highland Park area. He has been in the financial industry for eight years. Prior to his current role, Adam held positions as a Platinum Relationship Manager and Financial Consultant at E*Trade from 2020 to 2025, and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2020. His experience encompasses various facets of financial consulting and client relationship management. Outside of his professional work, Adam has interests in fitness, football, military service, movies, reading, and running.

Joseph Ullrich is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. His other business activities include fiduciary services. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet certain asset criteria, providing customized recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Laura Cohn is a financial advisor at Merrill with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including JP Morgan Chase Bank, Citigroup, BMO Harris Bank, and LPL Financial. 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, pension plans, corporations, and charitable organizations.

Charles Noparstak is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Securities America, Inc. and Equitrust Financial Group, Ltd. for nearly three decades. Outside of advising, he holds a notary commission and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources, along with technology-driven investment solutions.

Philipp Weisskopf is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Weisskopf serves on the investment committee for Moriah Congregation, assisting the board with evaluating the appropriateness of the JUF endowment portfolio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by a structured discovery process and advanced modeling tools.

Margaret Fox is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill in various capacities since 1974. Outside of her advisory work, she serves as a trustee for a family trust. 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, and institutional accounts.

Saad Alhiti is a financial advisor with Edward Jones in Northbrook, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following positions at DePaul University and TCF Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Rea Doce is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining Morgan Stanley, Rea worked in staffing solutions and retail, with experience at RHM Staffing Solutions, Polo Ralph Lauren, Noodles and Company, and in education at Dominican University and William Howard Taft High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved methodologies and tools.

Sabrina Benjamin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Bank of America, TCF Bank, MB Financial, Nordstrom, and the University of Illinois at Chicago. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Traci Pepevnik is a financial advisor at Morgan Stanley with 17 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by proprietary tools and investment research.

Violette Matsas is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Adrian Martinez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Martin Anderson is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1997 and was self-employed from 2007 to 2020. Outside of his advisory role, he is a member of LPR Investment LLC, a real estate venture. Charles Schwab serves a large client base primarily composed of 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 alternative investment offerings.

Griffin Lehet is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, his work history includes roles at Shamrock Trading Corporation and various positions outside the financial sector. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carmel Kelleher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent eight years with UBS Financial Services Inc. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Oxman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Oxman also serves as a trustee for a trust based in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, and it serves clients both directly and through corporate financial planning agreements.

Ronald Idler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning processes supported by firm-approved tools and various investment strategies.

Delanie Vinzant is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Vinzant held positions at Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, Vinzant has been involved with community organizations such as the Congressional Hunger Center and educational programs like Trio Upward Bound at Northwest Missouri State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and developing model portfolios for Fidelity Institutional Wealth Adviser.

Patrick Vaccaro is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held positions at Morgan Stanley since 2020 and previously worked at UBS Financial Services for 13 years. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.