Alan Nadolna is a financial advisor at Cetera with over 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at LaSalle St. Securities, LPL Financial, and The Associates Group, where he is also the owner and president. Nadolna serves as board president of Keystone Alliance, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial advisory services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through various program structures and custodial relationships.

Sebastian Samudio is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously held roles at Bank of America and worked in educational and food service positions, including at Dominican University and Panda Express. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, utilizing model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

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 holds a Series 66 designation. She has been with Merrill since 2006. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of products and services.

Charles Margolis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked across various Wells Fargo divisions since 2009. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations across diverse planning needs, including niche areas such as business-owner transition and special-needs analysis.

Matthew Bappert is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 1834 Investment Advisors Co., Premier Asset Management LLC, and BMO Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Eleni Patel is a financial advisor with Equitable Advisors in Park Ridge, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Grosvenor Capital Management, L.P. for 12 years before joining Equitable Advisors in 2021, with a brief period as a stay-at-home mom. Outside of her advisory role, she is the managing member of Surrey Commons, LLC, an investment property entity. 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/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Brendan Mckenna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010 and Bank of America since 2019. Outside of his advisory work, he is involved with MLB of Glenview, a local public charity that organizes fundraising events and supports area nonprofits. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

James Ray is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior roles include positions at IHT Wealth Management and BMO Harris Financial Advisors. He also provides general information on financial technology based on his experience at other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various investment strategies.

John Baldassari is a CFP® professional with 41 years of industry experience, currently serving at Morgan Stanley in Winnetka, IL. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning services using firm-approved tools and modeling methods.

William Thoms IV is a financial advisor at UBS Financial Services in Northbrook, IL, with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 designations. Thoms serves as president of the Wisconsin chapter of the National Association of Stock Plan Professionals and referees girls' high school field hockey games for the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.