Thomas Waters is a financial advisor with Equitable Advisors in Deerfield, IL. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Equitable Advisors, he worked independently for ten years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset 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.

Jaime Freeman is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and four years of industry experience. Prior to joining J.P. Morgan in 2022, she worked at BMO Harris Bank NA for sixteen years. Freeman serves on the boards of the Ravinia Festival, a nonprofit music venue, and Writers Theatre, where she is Board Chair. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rod Loewenthal is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill for 22 years before joining UBS in 2017. Outside of his advisory role, Loewenthal serves on the Philanthropic Fund Committee of the Jewish United Fund and is involved with the District 112 Education Foundation, as well as serving as a political co-chair for the American Israel Public Affairs Committee’s Chicago donor efforts. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Skowronski is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he specializes in areas such as college education planning, legacy planning, personal retirement planning, and portfolio management services. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul earned both his Bachelor's degree and Master of Business Administration (MBA) in Finance from DePaul University. He is involved with professional organizations such as the Bull Valley Golf Club and the Union League Club. Additionally, he contributes to the community as a mentor in the Alumni Sharing Knowledge (ASK) program at DePaul University. Outside of his professional work, Paul enjoys playing baseball, gardening, golfing, listening to music, reading, and spending time with his family.

John Bochniak is a financial advisor with Merrill in Lake Forest, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America and AXA Advisors. Outside of his advisory work, he participates as a test subject in a Phase III clinical trial for an experimental drug. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kevin Fine is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and capital market assumptions developed by its Global Investment Committee.

Miyoung Yook is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she lectures at Purdue University and participates in activities with the Korean Cultural Center of Chicago. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with substantial investable assets. The firm combines proprietary research and modeling with personalized recommendations, emphasizing managed accounts and incorporating algorithmic tools overseen by an internal committee.

Morgan Presterl is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Spectrum Center Inc. for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sebastian Samudio is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work history includes roles at Bank of America and Dominican University. 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 and profit-sharing plans, corporations, and charitable organizations.

Susan Yore is a Series 66-licensed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2022 and previously spent 11 years at Bank of America, N.A. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Micah Nathan is a financial advisor at Wells Fargo Advisors in Highland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisory work, he has 100% ownership of a residential property in Chicago with his spouse. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Mary Boesen is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Winnetka, IL, and has two years of industry experience. Prior to joining J.P. Morgan, she held roles at JPMorgan Chase Bank, the States Attorney's Office, and Golub Capital, among others. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of advisors.

Lindsey Rogosich is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She has been with Fidelity Investments since 2007, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Wells Fargo Advantage Funds from 2005 to 2007 and as an Investment Consultant at Strong Funds from 2003 to 2005. With over 20 years of industry experience, Lindsey helps clients work toward their long-term financial goals through planning and allocation of their assets. She employs a straightforward approach to assist clients in making their assets work effectively for them.

Dimitry Neyzelman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at Chegg Inc and Discover Financial Services, as well as consulting work. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs and a hybrid referral and implementation model.

Hamza Akram is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working concurrently with JPMorgan Chase Bank, N.A. since 2014. 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 brokerage, distribution, and investment management capabilities.

Michele Aspan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with Wells Fargo Advisors and its affiliates since 2009. Outside of her advisory role, she manages funds related to her son's music business and is a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, employing tailored recommendations supported by firm research and planning tools.

Nineve Benjamin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at II BN, LLC and Uboz Logistics, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary model that combines quantitative asset-allocation and centralized due diligence, including an ESG eligibility framework.

Elizabeth Tucker is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a licensed paraplanner assisting another Ameriprise advisor with trade placement, customer service, and practice organization projects. Ameriprise serves individuals approaching or in retirement, particularly those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.