Brett Gerber is a financial advisor with LPL Financial in Glencoe, IL, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. He has worked previously at J.P. Morgan Securities, Jpmorgan Chase Bank, Bankers Life Securities, and Country Capital Management Company. 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 wide range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and use of advanced technologies like machine learning.

Damary Marrero is a financial advisor with Ameriprise in Waukegan, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brandon De Berry is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies, including model-based and discretionary options, integrated within Bank of America’s broader corporate platform.

Chad Christell is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Benedict is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Bank of America, Echo Global Logistics, PepsiCo, and Morgan Stanley, as well as time spent at Miami University and Glenbrook South High School. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers various model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and third-party managers, integrated within Bank of America’s broader corporate platform.

Hamza Bendjabeur is a Series 66-credentialed advisor at Thrivent Investment Management with one year of industry experience. His prior roles include positions at Merrill and College for Financial Planning, as well as nine years at General Agro eurl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic reviews and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Nicholas De Nicolo is a CFP®-certified financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010 and previously operated his own advisory practice. Outside of his advisory role, he is the owner of a real estate entity established for managing a personal property. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Grace Duecker is a financial advisor with Fidelity, holding a Series 66 designation and beginning her career in 2025. Her prior work experience includes roles outside the financial industry, such as positions at The Tempest Oyster Bar and various restaurants. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Sharon Shapiro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, and previously held roles at PNC Bank and PNC Investments from 2014 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Michalak is a financial advisor with Equitable Advisors in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as president of a six-unit townhouse association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

Sharon Wierzba is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Noyes Advisors LLC, David A. Noyes & Company, and Hightower Advisors. Outside of her advisory role, she is involved with Curion, a market research firm. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and market analyses but generally acts in an advisory capacity without providing specific security recommendations through its standalone planning programs.

Christopher Pina is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Prudential, JPMorgan Chase Bank, and various non-financial positions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Philip Fernandez is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at firms including Epividian and Hangar Two, and has a background that includes full-time education at DePaul 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 and investment strategies supported by a large nationwide network of advisors and branch offices.

Todd Stewart is a CFP®-designated financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2013. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Laura Driver is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Citigroup Global Markets and JPMorgan Chase Bank. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Ryan Carter is a financial advisor with Merrill in Lake Forest, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill continuously since 2010. Outside of his advisory role, he owns Big Sky Slopes LLC, a for-profit entity unrelated to investment activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Harris is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 2003. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Negovetich Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience with prior roles at Thrivent Financial and its affiliates. Outside of his advisory work, he is the owner of a retail business specializing in guitar sales and restoration. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to deliver detailed, collaborative financial plans.

Thomas Benedict is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients define their life goals and align their financial plans accordingly. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Northwestern University. Thomas applies his expertise to assist clients in developing strategies that connect their personal aspirations with their financial objectives.