Brendan Pasquale is a financial advisor at Equitable Advisors with a Series 66 designation. He has recently started his career in the financial industry, joining Equitable Advisors in 2026. Prior to this, he has work experience in education and retail sectors, including roles at Plainfield School District 202 and Tony's Fresh Market. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on program sponsors and endorsed TAMPs to deliver its advisory and brokerage solutions.

Fitzgerald Atwater is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at PFS Investments Inc and Primerica Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Dominic Tommasone is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Thrivent Financial and Village Automotive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a wide range of planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing system while maintaining separate planning and portfolio management services.

Katarzyna Kot is a financial advisor with LPL Financial in Bridgeview, IL, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Polish & Slavic Federal Credit Union, State Farm Investment Management Corp, and Erik Nelson's Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives. The firm provides discretionary and non-discretionary portfolio management, model portfolios, and access to research from multiple sources.

Brittany Richmond is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has been in the financial industry for over 18 years, with a career spanning roles at Fidelity Investments, Merrill Lynch, Bank of America, and National City Bank. Her experience includes serving as Financial Consultant at Fidelity Investments from 2017 to 2020, AVP Financial Solutions Advisor at Merrill Lynch from 2013 to 2017, Financial Center Manager and Assistant Financial Center Manager at Bank of America between 2010 and 2013, and various customer service and banking roles earlier in her career. She focuses on helping clients invest, manage, preserve, and transfer their wealth. Outside of her professional work, Brittany's personal interests include baseball, football, gardening, parenthood, photography, and traveling.

Conner Boyer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at PHOENIX Closures and 7 Mile Cycles and attended Indiana University. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kyle Cavanaugh is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Matthew Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held a position at Ferrara Candy Company from 2015 to 2017. Parks holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and models to support its planning process.

Siara Spaulding is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments, J.P. Morgan Securities, and Thrivent Investment Management Inc. She has also held positions outside finance at Gap Inc. and Banana Republic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nada Sinan is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, Premerica, and a 34-year career at Shell E&P. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and adviser to multiple registered investment companies.

Margaret Mahoney is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Julia Schulz is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Schulz also holds a CPA license and is involved in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ledion Isufi is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, Isufi acts as a notary and is an agent for non-variable insurance products. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

John Kennedy is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include positions at J.P. Morgan Institutional Investments and Ameriprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, a variety of advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Eric Brezina is the Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with wealthy and affluent families to develop values-aligned investment strategies. Eric focuses on clarifying complex financial matters and educating clients to help them make informed decisions that reflect their multigenerational objectives. With 25 years of investing experience, Eric's career includes positions such as Vice President, Wealth Planner, and Relationship Manager at Fidelity Investments, as well as leadership roles in the financial sector with UBS, Barclays Capital, and Lehman Brothers. His expertise encompasses portfolio design and planning frameworks aimed at preserving optionality and advancing clients' key priorities. Outside of his professional work, Eric has interests in board games, cooking and baking, food, football, gardening, and traveling.

Howell Granger III is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Bennett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 2009. Outside of his advisory role, Bennett serves as Stewardship Chairman and Trustee at the First Presbyterian Church of Arlington Heights and holds board positions with the Western Golf Association and Team Rossi, among other community and nonprofit involvements. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Mark Lucaccioni is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Oak Brook, IL. He has been associated with LPL Financial, Prairie Rock Financial Group, and Prairie Sky Financial Group since 2009 and 2014, respectively. 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 a range of financial planning, advisory programs, and retirement plan consulting services, delivering discretionary and non-discretionary portfolio management supported by proprietary and third-party research.