Andrew Fine is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. He joined Morgan Stanley Private Bank, N.A. in 2026 and has prior work experience at Medline Industries and Horizon Therapeutics. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and proprietary planning tools, although clients are responsible for plan implementation and updates.

Christopher Stevens is a financial advisor at UBS Financial Services with 16 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2024 before joining UBS in 2024. Stevens holds the Series 66 designation and is based in Northbrook, Illinois. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Benjamin Asper is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner of Popnson, LLC, a rental property business, and a partner in Third West LLC, a real estate investment entity. 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 through a select group of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Candice Mclaws is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Merrill and Bank of America. 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 including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joanna Logothetis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also holds a longstanding role at JPMorgan Chase Bank, N.A. since 2007. She previously worked at Pottery Barn for one year. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marfina Peralta Alfonso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Soul Care Services, Advocate at Home, and several home health care organizations. She is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Stephen Cless is a CFP®-designated financial advisor with Charles Schwab, where he has worked since 2000 and at Charles Schwab Bank since 2005, totaling 25 years of industry experience. He is an administrative manager for C4 Management Company LLC, an asset management firm based in Northbrook, IL. Charles Schwab serves a large client base of primarily 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing capabilities.

Diana Chernyhovsky is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2003. She previously worked at Axa Advisors, LLC, overlapping with her current firm tenure. Her outside business activities include operating in insurance brokerage through DBAs such as Cube Financial Partners, Surgeons Capital Management, and The Bailey Group. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to a range of asset management programs through third-party managers and LPL, utilizing a hybrid referral and implementation model.

Andrew Plocker is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Alexandria Szafranski is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with J.P. Morgan in various capacities since 2015, including her current role at J.P. Morgan Securities since 2018. 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 in their investment recommendations.

Mike Karras is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of the Karras Poplin Schroeder Group. He provides strategy and direction for the team, delivering customized investment approaches tailored to clients' investment preferences, risk tolerance, and time horizons within their overall wealth framework. His expertise encompasses corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Mike joined Merrill Lynch in 2008 after twelve years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's Degree in finance from Indiana University's Kelley School of Business, where he was an Evans Scholar, a program he now supports. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Personal Investment Advisor (PIA) credential. In 2022, he was named to the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, Mike and his wife Sabrina live in Chicago with their three children and two chocolate labs. He enjoys spending time with his family, traveling, playing and watching sports including baseball, basketball, football, and golfing. Mike is an active member of his church and supports several area nonprofits dedicated to enhancing the lives of children, as well as the Evans Scholar community.

Vicki Robinson is a financial advisor with Wells Fargo Clearing in Deerfield, IL, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Barnicle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has held leadership roles at Barnicle & Associates, Ltd., a tax and accounting firm he founded, and serves as president of Wealth Cornerstones, Inc., a financial services company. Barnicle also owns Barnicle Financial Group, a financial services and accounting business. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers access to both affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Juan Aranda Guillen is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He worked at JPMorgan Chase from 2016 to 2019 before joining Merrill in 2019. Outside of his advisory role, he is the owner of Bear Mountain Pinnacle LLC, a family-run rental property business. 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 diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Haresh Vaswani is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1988. 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 model portfolios supported by research from LPL and third-party subadvisors, as well as retirement plan consulting and brokerage services.

Sharad Salvaji is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with clients to develop customized financial plans aimed at helping them and their families achieve their financial goals. Prior to his current role, Sharad worked as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023 and as an Investment Advisor at PEB Financial from 2014 to 2016. His experience encompasses various aspects of financial consulting and advisory services.

Michael Pozzi is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Securities America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Gallina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Coyle Financial Counsel, Bank of America, Merrill, and Morgan Stanley. 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kevin Keeley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He worked at Stifel for 11 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.