Dimitry Neyzelman is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His background includes roles at Chegg Inc and Discover Financial Services, as well as a period of self-employed consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hamza Akram is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and maintains a concurrent relationship with JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, including ESG considerations, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Michele Aspan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory role, she manages funds for her son's music business through AFTERSCHOOL LLC and serves as a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth thresholds and integrates advisory services with other financial product offerings.

Jianxiong Peng is a financial advisor at Cetera with a Series 66 license. He has been associated with Cetera and its affiliated entities since 2025, and was previously involved with LNP Consultants LLC since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and operates a large network of independent advisors.

Nineve Benjamin is a financial advisor with J.P. Morgan Securities in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Her prior work includes roles at II BN, LLC and Uboz Logistics, LLC. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Margolis is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. He serves as a trustee and executor for various family trusts and estates. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Eleni Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. She previously worked at Grosvenor Capital Management for 12 years and took a brief career pause before joining Equitable Advisors in 2021. Outside of her advisory role, she serves as managing member of Surrey Commons, LLC, an investment property entity, and is involved in estate administration for family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on aligning client profiles with appropriate investment models and fiduciary services.

Brendan Mckenna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with MLB of Glenview, a local nonprofit organization focused on supporting charitable causes through community fundraising and volunteer efforts. 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.

James Ray is a financial advisor with LPL Financial in Lake Forest, IL, holding CFP®, Series 63, and Series 65 credentials and has 19 years of industry experience. His prior roles include positions at IHT Wealth Management, BMO Harris Financial Advisors, Fifth Third Securities, and Citigroup Global Markets. Outside of his advisory work, he provides technology-related consulting based on his experience at Fifth Third and BMO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

William Thoms IV is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at UBS since 2008, following prior roles at Leucadia Asset Management, Credit Suisse Securities, and Pershing. Outside of his advisory work, he serves as president of the Wisconsin chapter of the National Association of Stock Plan Professionals and is a field hockey referee for girls' high school games with the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management using proprietary research and operates as a broker-dealer, investment adviser, and futures commission merchant.

Drew Cullum is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Cambridge since 2005. Outside of his advisory work, he is an independent insurance agent and serves as a committee member for the Village of Libertyville. Cambridge Investment Research Advisors serves a broad mix of 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 manages a multi-billion dollar asset base across multiple platforms and custodians.

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

Ashley Childress is a financial advisor with UBS Financial Services, holding a Series 66 designation and with two years of industry experience. Prior to joining UBS, Ashley worked in various roles including coaching junior alpine ski racers at Wilmot Mountain, a seasonal position held since 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Brian Fay is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anna Lysenko is a financial advisor at Merrill with 4 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2003. Outside of her advisory role, she serves as a co-trustee of the D P Living Trust in Deer Park, Illinois. 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.

Derek Wichman is a CFP® with 11 years of experience and has been with Edward Jones since 2015. He works out of the Palatine, IL office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

David Olson is a financial advisor at Osaic with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Distribution Services and Northwestern Mutual. His background also includes time in full-time education and a role at Seven Bridges Golf. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research, planning tools, and simulation models.