Nathan J. Cluxton is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and has also been associated with Harris Investor Services, Inc since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Valerie Foley is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Her work history includes roles at Fidelity Investments, J.P. Morgan Securities, TD Ameritrade, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Nikolaos Balis 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 prior experience at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory with affiliated brokerage and investment management capabilities.

Samuel Siegel is a financial advisor with Merrill in Northbrook, IL, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Bank of America, UL Solutions, and involvement with the University of Iowa College of Engineering. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, pension, charitable, and corporate clients. The firm integrates its services within Bank of America’s broader platform, providing access to a diverse set of investment products.

Jason Lorenzo is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2019 and previously at Bank of America, N.A. Since 2017, he has also been involved in the restaurant industry as a server at RockSugar Southeast Asian Kitchen. 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 that includes individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s platform, providing access to a wide range of investment products and services.

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 20 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Randall Harris is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he was a Financial Advisor at Northwestern Mutual from 2018 to 2023. In his current position, Randall collaborates with a team to develop personalized holistic financial plans tailored to client needs, focusing on educating clients and delivering high-quality service. Randall holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial consulting. Outside of his professional responsibilities, he has personal interests in food, football, museums, music, and traveling.

Adam Berman is a CFP® professional with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, and previously spent 15 years at Scottrade, Inc. and Scottrade Investment Management. 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.

Gandy Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Timothy Ryder is a financial advisor at Edward Jones in Glenview, IL, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with the United States Soccer Federation from 2011 to 2017. Outside of his advisory role, he receives a per-game stipend related to the National Women's Soccer League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Jing O'Brien is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. Outside of her advisory role, she is involved in tax preparation and accounting services through a related business, Jade Accountants & Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a combination of proprietary research, third-party subadvisors, and various portfolio management strategies.

Richard Desmedt is a financial advisor with Equitable Advisors in West Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he is involved as a member of an outside insurance brokerage and serves as trustee and successor trustee of personal trusts. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to customize services based on client goals, risk tolerance, and time horizon.

Elizabeth Miller is a Series 66-licensed financial advisor with Merrill, based in Winnetka, IL, with 27 years of industry experience. She has worked with Merrill Lynch and Bank of America since 1998 and 2009, respectively. Outside of her advisory role, Miller serves as the incoming President and board member of the Jewish Federation of Peoria, a nonprofit organization where she volunteers her time. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Agata Kowalyk is a financial advisor with Primerica Advisors in Park Ridge, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors since 1992 and Primerica Financial Services since 1990. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and participates in mortgage loan product sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Alex Hickman is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Trader Joe's and Subway. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jim Ostach is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2001 to 2021. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Khalekidan Melkamu is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. Outside of finance, he provides commentary for a professional wrestling company that streams on a subscription service. Merrill offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, employing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Steve Lusietto is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Robinhood Markets, TD Ameritrade, and State Farm Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of investment portfolios.

Trevor Hart is a Wealth Management Advisor and Senior Vice President based in the Schaumburg, Illinois office of Merrill Lynch Wealth Management. He has been serving high-net worth clients since 1993, focusing on providing personalized wealth management solutions tailored to complex financial needs. Trevor works primarily with high net worth individuals, business owners, and corporate executives, helping them manage various aspects of their financial lives. His services include retirement and wealth transfer forecasting, asset allocation, discretionary portfolio management, hedging and monetization of concentrated equity positions, as well as traditional cash management, banking, and lending services offered through Bank of America, NA. Trevor employs a defined process with each client to align financial strategies with individual circumstances and maintains regular meetings to ensure financial plans remain consistent with clients' goals. Trevor holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor designation. He earned a bachelor's degree in Finance from Bradley University, graduating with academic honors. Outside of his professional role, Trevor resides in Barrington with his wife and three children. His personal interests include basketball, music, and traveling.

Artur Stypula is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Farmers Insurance, and Sagepoint Financial. Outside of his advisory work, he is active as a musician with NBC Universal. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.