Brittany Richmond is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has been in the financial industry for over 18 years, with a career spanning roles at Fidelity Investments, Merrill Lynch, Bank of America, and National City Bank. Her experience includes serving as Financial Consultant at Fidelity Investments from 2017 to 2020, AVP Financial Solutions Advisor at Merrill Lynch from 2013 to 2017, Financial Center Manager and Assistant Financial Center Manager at Bank of America between 2010 and 2013, and various customer service and banking roles earlier in her career. She focuses on helping clients invest, manage, preserve, and transfer their wealth. Outside of her professional work, Brittany's personal interests include baseball, football, gardening, parenthood, photography, and traveling.

Conner Boyer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as at PHOENIX Closures and 7 Mile Cycles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Kyle Cavanaugh is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at Edward Jones. 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 and financial planning services supported by firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nada Sinan is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, Premerica, and a 34-year career at Shell E&P. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and adviser to multiple registered investment companies.

Margaret Mahoney is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julia Schulz is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Schulz also holds a CPA license and is involved in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Garrett Oakey is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Marcus & Millichap and the Chicago Highlands Club. 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.

Michael Sabatini is a CFP® professional with 11 years of industry experience, currently affiliated with UBS Financial Services in Oakbrook Terrace, IL. He has worked at UBS Financial Services Inc. since 2016. UBS Financial Services Inc. 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 services and offers a broad range of capital markets solutions and proprietary research.

Eduardo Sandiero Antolino is a financial advisor at Merrill with 11 years at the firm and 2 years of industry experience overall. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2024. 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, pension plans, corporations, and charitable organizations.

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Eric Brezina is the Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with wealthy and affluent families to develop values-aligned investment strategies. Eric focuses on clarifying complex financial matters and educating clients to help them make informed decisions that reflect their multigenerational objectives. With 25 years of investing experience, Eric's career includes positions such as Vice President, Wealth Planner, and Relationship Manager at Fidelity Investments, as well as leadership roles in the financial sector with UBS, Barclays Capital, and Lehman Brothers. His expertise encompasses portfolio design and planning frameworks aimed at preserving optionality and advancing clients' key priorities. Outside of his professional work, Eric has interests in board games, cooking and baking, food, football, gardening, and traveling.

Howell Granger III is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to align them with appropriate advisory models, utilizing both proprietary and third-party investment solutions.

Colin Kowalczyk is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior work includes roles in education and community service, along with managing a catering business. 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 a variety of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Tiger Stidnick is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he was employed at GoDaddy.com, LLC for two years. 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 discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Andrew Bennett is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Midwest Professional Planners, Ltd. from 2005 to 2010. Bennett serves as Stewardship Chairman and Trustee at First Presbyterian Church of Arlington Heights and is a board member of the Western Golf Association. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party advisory programs to deliver customized investment solutions.

Mark Lucaccioni is a CFP® professional affiliated with LPL Financial in Oak Brook, IL, bringing 30 years of industry experience. His career includes roles at CUNA Brokerage Services, Inc., and he has operated Prairie Rock Financial Group and Prairie Sky Financial Group alongside his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with technology and a broad platform that includes advisory and brokerage services.

Russell Coyner is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL. He holds Series 63 and Series 66 credentials and has 10 years of industry experience, all with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Mark Nawrocki is a ChFC® designated advisor with 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, following previous roles at Brooklight Place Securities, LPL Financial, and Waterstone Financial Group. Nawrocki is also the owner of separate fixed insurance sales and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms and custodians.