Diana Chernyhovsky is a CFP® professional with 22 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, managing client financial needs throughout her tenure. She is involved in outside insurance brokerage activities under various DBAs such as CUBE FINANCIAL PARTNERS, LLC and SURGEONS CAPITAL MANAGEMENT. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Plocker is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of its standalone planning program.

Alexandria Szafranski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, following three years at Jpmorgan. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and integrates an ESG eligibility framework in its 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, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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 at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase for three years before joining Merrill in 2019. Outside of his advisory role, he is an owner of Bear Mountain Pinnacle LLC, a family-managed rental property business. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Haresh Vaswani is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party managers and institutional platforms.

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 financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Securities America Advisors, Securities America Inc., and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes and account types.

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.

Curtis Matlin is a financial advisor with Cambridge Investment Research Advisors in Northbrook, IL. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include Commonwealth Financial Network and MetLife Securities Inc. Outside of his advisory work, Matlin serves on the board of the Salute Inc. public charity and chairs the legacy giving and fundraising committee for the Phantom Regiment Drum & Bugle Corps. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

Matthew Hines is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Northbrook, Illinois office. He joined Merrill Lynch in 2021, bringing experience from previous positions at Guggenheim Investments, FactSet Research Systems, and public accounting. Matthew works closely with clients to develop customized financial strategies focused on areas such as college education planning, liquidity management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds a Bachelor’s and a Master’s degree in Accounting from the University of Iowa. He is a Chartered Financial Analyst (CFA) charterholder and holds the FINRA Series 7, 63, and 66 registrations. He is also affiliated with the CFA Society of Chicago. Matthew resides in the western suburbs of Chicago with his family. Outside of work, he enjoys spending time outdoors with his son and Bernese Mountain dog, and participates in a variety of sports including baseball, basketball, football, golf, and running.

Ronald Zweig is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory role, he is involved with Warady & Davis LLP, a tax preparation and accounting firm. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a national network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Kevin Green is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Green also serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Michael Amrozowicz is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2014, with a brief period at Primerica Advisors and Primerica Financial Services in 2016 and 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Joshua Newes is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera and CETERA Financial Specialists LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Weston Payne is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at the University of Chicago, Preqin Inc., and Republic Bank & Trust Corporate Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawal methods.