Nikolaos Doulas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at Arthur J. Gallagher. He also has entrepreneurial experience through his involvement with NikMarr, Inc. and Four G's. 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 Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Faretta Jr. is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Capital Commodity Investments from 2011 to 2017. Outside of advising, he serves as an assistant paddle tennis instructor at Medina Country Club and is a member of the Darien Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies including managed solutions and separately managed accounts, and maintains a large national network of financial advisors and branch offices.

Sunita Malhotra is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has been involved with Pruco Securities, LLC since 1988. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Kevin Troke is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding a Series 66 designation and 27 years of industry experience. He has worked at Sykora & Company, LLC, PFS Investments Inc, and Primerica Financial Services since the early 2000s. In addition to his advisory role, he is a Certified Public Accountant involved in attestation services and tax accounting, and he also participates in the sale of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 financial advisors and $15.5 billion in assets under management.

John Mullarkey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Mullarkey serves as a board member for The Reading League Illinois, a nonprofit organization. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Kaunelis is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill since 2002. 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 plans, corporations, and charitable organizations.

Suzanne Florez Bonville is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. She has three years of industry experience and has worked at Thrivent Financial and related entities since 2022, with prior experience at Donohue Brown Mathewson & Smyth, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority.

Brian Carlisle is a financial advisor with OSAIC in Frankfort, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Carlisle also operates a sole proprietorship focused on marketing fixed insurance and fixed annuities. OSAIC serves a diverse clientele including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios that can include a range of investment products tailored to client needs.

Donna O'Brien is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 registrations and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while delivering services primarily in an advisory capacity.

Brian Vodvarka is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, with a tiered wrap-fee structure and active oversight of its investment models.

Aminadab Lugo is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2006. Outside of his advisory role, he serves as an elder and officer at Emmanuel Bible Church in Berwyn, Illinois. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Aleatha Wilson is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Northwestern Mutual Wealth Management Company and currently leads Wilson Management & Consulting LLC as CEO. Wilson is also the founder and director of Club Bluue Wealth, a nonprofit organization focused on managing and coordinating financial education content and expert participation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and multiple program structures.

Steven Sterchele is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and continues to serve clients through the firm. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions through its affiliated companies.

Brendan Mc Donnell is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. He previously worked for BlackRock Investments from 2019 to 2024 and has been with LPL Financial since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of advisors and extensive operational resources.

Jill Maybaum Hart is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 65, Series 66, and Series 63 designations. Her career includes roles at firms such as Invesco Advisers, Dowling Legacy, and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Henry Swan Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC for 20 years. Outside of his advisory role, he operates an outside insurance brokerage under the name Legacy Advisors. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers.

Erik Ford is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He serves as a trustee/board member at Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Shamika Saunders is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 credentials and 11 years of industry experience. She has been with Primerica Advisors since 2015 and was previously with Primerica Financial Services beginning in 2014. Outside of her advisory role, Saunders is an author of an e-book titled *Success Leaves Clues* and owns several small businesses, including those involved in stationary and book sales. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates at scale with thousands of advisors, offices, and approximately $15.5 billion in assets under management.

Sebastian San Cristobal is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at The Shield Co Management LLC and various positions outside the financial sector, including employment at Red Robin Inc. and Chipotle, as well as involvement with the University of Nevada. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, using a combination of firm-offered services and third-party advisory solutions.