Thomas Barnicle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has held leadership roles at Barnicle & Associates, Ltd., a tax and accounting firm he founded, and serves as president of Wealth Cornerstones, Inc., a financial services company. Barnicle also owns Barnicle Financial Group, a financial services and accounting business. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers access to both affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Juan Aranda Guillen is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase from 2016 to 2019. Outside of his advisory work, he is the owner of Bear Mountain Pinnacle LLC, a rental property business. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Haresh Vaswani is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1988. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios supported by research from LPL and third-party subadvisors, as well as retirement plan consulting and brokerage services.

Sharad Salvaji is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to develop customized financial plans aimed at helping them and their families achieve their financial goals. Prior to his current role, Sharad worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023 and as an Investment Advisor at PEB Financial from 2014 to 2016. His experience encompasses various aspects of financial consulting and advisory services.

Michael Pozzi is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Securities America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Gallina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Coyle Financial Counsel, Bank of America, Merrill, and Morgan Stanley. 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kevin Keeley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He worked at Stifel for 11 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Curtis Matlin is a financial advisor with Cambridge Investment Research Advisors in Northbrook, IL. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include Commonwealth Financial Network and MetLife Securities Inc. Outside of his advisory work, Matlin serves on the board of the Salute Inc. public charity and chairs the legacy giving and fundraising committee for the Phantom Regiment Drum & Bugle Corps. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

Matthew Hines is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Northbrook, Illinois office. He joined Merrill Lynch in 2021, bringing experience from previous positions at Guggenheim Investments, FactSet Research Systems, and public accounting. Matthew works closely with clients to develop customized financial strategies focused on areas such as college education planning, liquidity management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds a Bachelor’s and a Master’s degree in Accounting from the University of Iowa. He is a Chartered Financial Analyst (CFA) charterholder and holds the FINRA Series 7, 63, and 66 registrations. He is also affiliated with the CFA Society of Chicago. Matthew resides in the western suburbs of Chicago with his family. Outside of work, he enjoys spending time outdoors with his son and Bernese Mountain dog, and participates in a variety of sports including baseball, basketball, football, golf, and running.

Ronald Zweig is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory role, Zweig is involved with Warady & Davis LLP, a CPA and tax preparation firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Kevin Green is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Green also serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Michael Amrozowicz is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 credential with 10 years of industry experience. He joined Edward Jones in 2017 after working at Primerica Advisors and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Weston Payne is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at the University of Chicago, Preqin Inc., and Republic Bank & Trust Corporate Center. 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 planning advice focused on retirement income strategies and tax-aware withdrawal methods.

Matthew Kooperman is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. He serves as a trustee and agent of record for his parents in an outside insurance business. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels to implement client recommendations.

Robert Bulman is a financial advisor at LPL Financial in Glencoe, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and E*Trade Securities. Outside of finance, he has been involved with Vape Market LLC and related ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.

George Miller is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1982. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Kimberly Betke is a financial advisor with Primerica Advisors in Grayslake, Illinois, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 2005. In addition to her advisory role, she is involved in the sale 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 accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Frederick Fox is a financial advisor at Merrill with Series 63 and Series 65 designations and 54 years of industry experience. He has been with Merrill since 1977 and has also worked at Bank of America, NA since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2014. He previously operated Level Four Advisory Services and maintains a CPA practice specializing in tax preparation and accounting services. Friedman also functions as an insurance broker and provides consulting services in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and technology-driven portfolio management solutions.