Anthony Caracciolo is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families across various life stages to develop and implement tailored financial plans. He emphasizes ongoing discussions to align financial strategies with clients' unique goals. Anthony has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and comprehensive financial planning. Outside of his professional work, Anthony has interests in art, board games, golf, museums, snowboarding, and traveling.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Hannah Bruskin is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Wintrust Bank in 2025, she worked at Deloitte Consulting from 2022 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

James Rammel is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 14 years and operated Leonard Digate Income Planning for 20 years. He is also licensed as an insurance broker specializing in non-variable insurance. 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 advisory and brokerage services, including financial planning and portfolio management, supported by research and technology-based strategies.

Matthew Pusateri is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved with 8 Rope LLC, where he serves on a committee with management and supervisory functions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and market insights.

Casey Sackman is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Nataliia Malysheva is a financial advisor at Merrill Lynch Wealth Management. She specializes in corporate benefits, executive compensation, family wealth management strategies, and individual and corporate investment strategies. Her mission is to transform financial complexity into clarity, confidence, and lasting wealth. Before joining Merrill Lynch, Nataliia held director-level positions at Mondelēz International and AB InBev, where she managed profit and loss, revenue strategy, and enterprise transformation across more than 15 global markets. Her core expertise includes financial strategy, profit and loss management, data-driven decision making, revenue growth, and enterprise transformation. She brings a unique perspective, having extensive experience understanding how business decisions, equity, and personal wealth intersect from the inside. Nataliia holds an MBA from the National University of Kyiv-Mohyla Academy and a master's degree from Lesya Ukrainka Volyn State University. She completed accredited certificate programs at the Kellogg School of Management and Vanderbilt University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nataliia is also engaged in community involvement as a mentor with Imerman Angels and is fluent in English, Ukrainian, and Russian.

Melinda Camardella is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Edward Elmhurst Health and has ongoing involvement in acupuncture through Momentum Health Care and Return to One Acupuncture. She serves as a board member of the Illinois Department of Financial and Professional Regulation Board of Acupuncture and has held leadership roles in the Illinois Society of Acupuncturists. Equitable Advisors provides financial planning, retirement support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with third-party asset managers and advisory programs.

Martha Naselli is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 1996 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is also a lead singer involved in musical entertainment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Frederick Phillips is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing guidance in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and portfolio management services. As a Senior Vice President – Wealth Management Advisor, he collaborates with clients to develop personalized financial strategies that align with their goals. Phillips holds a Bachelor's degree from Iowa State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of a disciplined investment process incorporating diversification and customized asset allocations to support long-term investment success. In addition to his professional work, Phillips serves as the Board Chair of Care For Friends and is involved with the Apalachia Service Project and the Church of the Holy Comforter. His personal interests include baseball, cooking, and golfing.

Brad Steinback is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is a partner in Infinity Strategic Partners, LLC, where he manages books, records, HR, and operations, and serves as an advisory board member for the Rhonda Abrams Legacy Impact Group. 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 third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple program sponsors and emphasizing individualized financial planning and fiduciary services.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Kristine Warner is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Her career includes roles at Guggenheim Funds Distributors, LLC and Rydex Distributors, Inc., followed by positions within Charles Schwab and its affiliates since 2020. She is based in Lake Bluff, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services alongside brokerage and custody solutions. The firm is notable for its large scale, integrated operating model, and multi-asset investment approach.

Daniel Pantoja is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked across several J.P. Morgan entities since 2019, with prior roles including positions at TAO Hospitality Group, BHG/111 W Hubbard Partnership, and the Chicago Park District. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Richard Miller Jr is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has worked within various Wells Fargo entities since 2009 and has ownership interests in two wealth management firms in Arlington Heights, Illinois. He also maintains a part-time role in an insurance practice based in Sarasota, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs, including specialized planning for business owners, sports and entertainment professionals, and clients requiring niche analyses.

Richard Roeser is a financial advisor with Edward Jones in Palatine, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

David Gordon is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in several activities including coaching novice sports car drivers, serving on arbitration panels for FINRA and the Certified Financial Planner Board of Standards, teaching ethics at the Wharton School’s Certified Investment Management Analyst Program, contributing to the Journal of Financial Planning, and participating in yoga education and authorship. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that leverages structured discovery processes and advanced modeling tools.