Joseph Mchugh Sr. is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. His prior experience includes a year at FSC Securities and nineteen years at Accenture, LLP. Outside of his advisory role, he is involved with McHugh & Riley Limited, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Charles Noparstak is a CFP® professional affiliated with LPL Financial, based in Deerfield, IL, with 41 years of industry experience. He previously worked at Securities America, Inc. and Equitrust Financial Group, Ltd. for 29 years. Outside of his advisory role, he holds ownership in a business entity unrelated to investments and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad platform that includes model portfolios, third-party asset management, and institutional solutions, combining technological tools with a diverse range of financial products.

Uguumur Tsogtbaatar is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2021. Outside of his advisory role, he is a co-owner of a family rental property. 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 a range of client types including individuals, high-net-worth clients, and organizations.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously employed at Signator Investors, Inc. from 2006 to 2008. Outside of his advisory role, Carroll serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Jack Blomstrand is a financial advisor with Mass Mutual Investors Services holding the Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Aldi, Tagkast, Inc., Ascent Nutrition, and Estella's Fresh Mex. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Philipp Weisskopf is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Weisskopf serves on the investment committee for Moriah Congregation, assisting the board with evaluating the appropriateness of the JUF endowment portfolio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by a structured discovery process and advanced modeling tools.

Margaret Fox is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill in various capacities since 1974. Outside of her advisory work, she serves as a trustee for a family trust. 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 accounts.

Saad Alhiti is a financial advisor with Edward Jones in Northbrook, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following positions at DePaul University and TCF Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Rea Doce is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining Morgan Stanley, Rea worked in staffing solutions and retail, with experience at RHM Staffing Solutions, Polo Ralph Lauren, Noodles and Company, and in education at Dominican University and William Howard Taft High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved methodologies and tools.

John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Sabrina Benjamin is a Series 66-licensed financial advisor with Merrill, based in Northbrook, IL, and has two years of industry experience. Her background includes roles at Bank of America, TCF Bank, MB Financial, Nordstrom, and the University of Illinois at Chicago. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terrell Wilson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at OneAmerica Securities, American United Life, Bank Financial, N.A./THG Financial, Cetera, Massmutual, and Merrill. Outside of his advisory career, he serves as a volunteer board member for the Illinois Jumpstart Coalition, focusing on financial literacy in disadvantaged schools in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jesse Stabile is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Wintrust Investments LLC, BMO Harris Financial Advisors, and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various investment approaches.

Barry Proctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Wayne Hummer Investments for 20 years and Wells Fargo Clearing for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory strategies.

Traci Pepevnik is a financial advisor at Morgan Stanley with 17 years at the firm and 4 years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by proprietary tools and investment research.

Violette Matsas is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Adrian Martinez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Martin Anderson is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Charles Schwab since 1997 and was self-employed from 2007 to 2020. Outside of his advisory role, he is a member of LPR Investment LLC, a real estate venture. Charles Schwab serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and alternative investment offerings.

Griffin Lehet is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, his work history includes roles at Shamrock Trading Corporation and various positions outside the financial sector. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leland Werner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018. Prior to his financial advisory career, Werner spent five years at Wickstrom Auto Group. Outside of finance, he owns and operates Werner Motorsports, where he manages operations and serves as a racing driver and head driving instructor. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.