Donald Duvall is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Harris Investor Services, Inc and Harris Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Morris is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, The Huntington Investment Company, and First American Bank. Outside of finance, Morris works as a gig driver for ride-sharing services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice and ongoing support focused on dependable income and tax-aware withdrawal strategies.

Jorge Herrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and TD Ameritrade. Outside of finance, he has been involved with Creative Analytical Idealist X LLC since 2019. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Douglas Ponczek is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, with a prior two-year tenure at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Davis is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He is also involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance, as well as proprietary and non-proprietary life insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and entrepreneurial involvement with Home Fix, LLC and Gama Partners, LLC. He is based in Glenview, Illinois. 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 applying an ESG eligibility framework in its recommendations.

Tristan Peterson is a financial advisor with Charles Schwab in Northbrook, IL, holding a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2024, and previously held roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Cade Best is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including E*Trade Capital Management, JPMorgan Securities, Merrill, and Leeward Business Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Alanna Loukas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017, following a brief tenure at Goldman Sachs & Co. in 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Stacey Swarbrick is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is involved in a trust-related business activity based in Chicago. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of retail and institutional investment options.

Benjamin Shirley is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has extensive experience in the financial services industry, having worked as a Financial Advisor at Stifel from 2018 to 2022, an Advisor Consultant at Neuberger Berman from 2015 to 2017, in Municipal Bond Sales at Oppenheimer & Co. from 2010 to 2014, and in Municipal Bond Trading and Portfolio Management at Nuveen from 2004 to 2009. Benjamin focuses on wealth planning and financial strategy, leveraging his experience managing market changes and utilizing the resources available at Fidelity to develop comprehensive financial plans for his clients. His career reflects a consistent dedication to client-centered service and financial planning. Outside of his professional work, Benjamin enjoys family activities, golf, tennis, traveling, and volunteering.

Michael Costantini is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities, LLC and WH Trading. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and is noted for its advisory role to multiple registered investment companies and use of algorithmic and AI-driven research techniques.

Rafal Prokop is a financial advisor at Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses with over 18 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and BMO Bank NA / LPL Financial LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jennifer Tomasino is a financial advisor at UBS Financial Services with nine years of industry experience. She has previously worked at State Street Global Advisors Trust Company and its affiliated entities. Tomasino holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial plans through its network of advisors.

Ralph Kunzmann is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and personal representative for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving large institutional clients with tailored plan-level solutions.

Julie Grace is a financial advisor with Wells Fargo Advisors in Deerfield, IL, holding a Series 66 designation and 24 years of industry experience. She has worked within various Wells Fargo entities since 2010, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including cash-flow, retirement, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Elizabeth Baldwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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 affiliated brokerage, distribution, and investment management capabilities.

Steven Cueto is a Financial Consultant at Fidelity Investments, where he currently works to build long-term relationships with clients by partnering with them to achieve their financial goals. He emphasizes planning, dependability, and collaboration to create customized planning and investment strategies tailored to each client's desired lifestyle and legacy. Steven's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments in 2023, as well as serving as a Wealth Advisor at IDEX Financial Group from 2018 to 2023. This background provides him with a foundation in investment consulting and wealth advisory services. Outside of his professional work, Steven has personal interests that include cars, concerts, football, golf, parenthood, and pets.

Catherine Gathman is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has worked with Merrill since 2006. Outside of her advisory role, she serves as the director of music at St. Matthew Lutheran Church, where she administers the music program and directs two choirs. 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 clients including individuals, high-net-worth clients, and charitable organizations.