Jeff Nagle is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Edward Jones and UBS Securities LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Ron Schwartz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding CFP®, Series 63, and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Milta Padilla is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017. Prior to that, she was employed by JPMorgan Chase Bank and JP Morgan Securities LLC for one year. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lester Koryczan is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC, having joined in 2023 after a 30-year tenure at FSC Securities Corporation. Koryczan serves as Treasurer and Investment Committee member for the UCP Seguin Foundation, a nonprofit organization. He also owns a CPA practice focused on individual and estate tax returns and operates a business selling fixed annuities and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, with capabilities for discretionary and advisor-managed strategies alongside third-party manager selections.

Mark Stevenson is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC and LPL Financial. Outside of advising, he streams video games on Twitch as a recreational activity. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

John Karakourtis is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, Wells Fargo, and PNC Bank. Outside of advising, he serves as secretary of a women’s retail clothing store and manages an LLC involved in horse racing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various investment programs, including those implemented by third-party managers.

Kyle Zake is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of advisory work, he owns Life Loyal Advisors, LLC, and is involved in various nonprofit organizations related to Illinois education administration. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to implement customized investment solutions.

Nancy Arango is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on aligning her clients' financial strategies with their personal goals and life priorities. She specializes in areas such as College Education Planning, Corporate Retirement Plan Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, and Retirement Income. Nancy utilizes insights from Merrill thought leaders and accesses Bank of America's products and services to provide tailored financial solutions. Nancy holds a Bachelor's Degree from Benedictine University and has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Nancy is involved with community organizations such as Honor Flight Chicago, Komens Cancer Organization, Open Arms Free Clinic, Peoples Resource Center, and Shield 23 Foundation.

David Rimkus is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Timothy Holubik is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Megent Financial, Lincoln Financial Advisors, and World Financial Group. Outside of financial services, he serves as a firefighter and EMT with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and reported over $256 billion in assets under management.

John Cundiff Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. 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 programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Daniel Durkin Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at UBS and Bank of America, N.A., and he completed his education at the University of Notre Dame. 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 strategies for individuals, institutions, and charitable organizations.

Colleen Barry is a financial advisor at Cetera with Series 65 and Series 63 licenses and no prior industry experience. Before joining Cetera, she held various roles outside the financial sector, including positions in education and retail. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, employing a multi-manager platform with access to both affiliated and third-party strategies.

Marcos Alvarado is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Brian Grote is a financial advisor with Ameriprise in Brookfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Fraser is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2023 after serving as a Managing Director at Principal Financial Group. Previously, he worked in wholesaling, institutional sales, and advising with Securian Financial Group. Michael focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. His areas of expertise include executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Michael manages his own Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Michael holds a Bachelor's Degree in Business Management from Rasmussen College and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved with the community organization Able Gamers. Outside of his professional role, Michael enjoys cooking, fishing, football, golfing, hunting, music, singing, spending time with his family, traveling, and woodworking.

Joseph Porter is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at PFS Investments Inc. and Trinity Hospital, as well as long-term service with the Chicago Fire Department. Outside of finance, he owns and operates Chicago Shores Charters LLC as a U.S. Coast Guard Captain. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and select separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lee Jones is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has worked with PFS Investments Inc. since 2022 and has been with Primerica Financial Services since 1992. In addition, he has over 30 years of service with the US Postal Service. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.