Louis Gottlieb is a financial advisor at Osaic with 28 years of industry experience. He holds a Series 66 credential and has been with Osaic since 2007. In addition to his advisory role, Gottlieb is a partner at Gottlieb Advisory Group, LLC, where he assists clients with life insurance, long-term care, and annuity services. He also serves as Secretary of The Delaware Valley Fairness Project, a nonprofit focused on advancing equality, education, and support for disadvantaged populations. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various investment types and account management styles.

Matthew Goldhaber is a financial advisor with Fisher Investments in Lake Forest, IL. He holds a Series 66 designation and has 20 years of industry experience, including 19 years with Fisher Investments. Outside of his advisory role, he serves as a member of the Board of Trustees for Temple Am Shalom, a religious organization. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical and tax-aware strategies.

Kristie Manheim is a Series 66-licensed financial advisor at Merrill with 24 years of industry experience. She previously worked at Merrill Lynch for 20 years and RBC Capital Markets for one year before joining Merrill in 2022. 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 investors.

Kathy Borkovec is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005 and 2006, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational systems.

Grant Hardy is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, his work history includes roles at Intertek, Amazon, and Kentwood Public Schools, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Jonathan Laven is a Series 66-licensed financial advisor with Equitable Advisors in Northbrook, IL, where he has worked since 2003, accumulating 22 years of industry experience. Prior to Equitable Advisors, he was affiliated with Axa Advisors, LLC. He serves on the board of directors for the Zacharias Sexual Abuse Center, advising the organization on supporting survivors of abuse. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Frank Difino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG eligibility processes.

Lushone Bennett is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 13 years prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and the Global Investment Committee’s market outlooks.

Yekaterina Teryokhina is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Osaic FA, Inc., Ayco (Goldman Sachs), and AXA Equitable. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate Financial Planning agreements.

Andrew Fine is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. He joined Morgan Stanley Private Bank, N.A. in 2026 and has prior work experience at Medline Industries and Horizon Therapeutics. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and proprietary planning tools, although clients are responsible for plan implementation and updates.

Christopher Stevens is a financial advisor at UBS Financial Services with 16 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2024 before joining UBS in 2024. Stevens holds the Series 66 designation and is based in Northbrook, Illinois. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Candice Mclaws is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Merrill and Bank of America. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joanna Logothetis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also holds a longstanding role at JPMorgan Chase Bank, N.A. since 2007. She previously worked at Pottery Barn for one year. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marfina Peralta Alfonso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Soul Care Services, Advocate at Home, and several home health care organizations. She is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Stephen Cless is a CFP®-designated financial advisor with Charles Schwab, where he has worked since 2000 and at Charles Schwab Bank since 2005, totaling 25 years of industry experience. He is an administrative manager for C4 Management Company LLC, an asset management firm based in Northbrook, IL. Charles Schwab serves a large client base of 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing capabilities.

Diana Chernyhovsky is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2003. She previously worked at Axa Advisors, LLC, overlapping with her current firm tenure. Her outside business activities include operating in insurance brokerage through DBAs such as Cube Financial Partners, Surgeons Capital Management, and The Bailey Group. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to a range of asset management programs through third-party managers and LPL, utilizing a hybrid referral and implementation model.

Andrew Plocker is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 firm-approved tools and investment modeling.

Alexandria Szafranski is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with J.P. Morgan in various capacities since 2015, including her current role at J.P. Morgan Securities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment recommendations.

Mike Karras is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of the Karras Poplin Schroeder Group. He provides strategy and direction for the team, delivering customized investment approaches tailored to clients' investment preferences, risk tolerance, and time horizons within their overall wealth framework. His expertise encompasses corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Mike joined Merrill Lynch in 2008 after twelve years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's Degree in finance from Indiana University's Kelley School of Business, where he was an Evans Scholar, a program he now supports. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Personal Investment Advisor (PIA) credential. In 2022, he was named to the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, Mike and his wife Sabrina live in Chicago with their three children and two chocolate labs. He enjoys spending time with his family, traveling, playing and watching sports including baseball, basketball, football, and golfing. Mike is an active member of his church and supports several area nonprofits dedicated to enhancing the lives of children, as well as the Evans Scholar community.

Vicki Robinson is a financial advisor with Wells Fargo Clearing in Deerfield, IL, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.