Andrew Stevenson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.

Paul Turner is a financial advisor at LPL Financial with 41 years of industry experience. He holds a Series 63 designation and has worked with several firms over his career, including Sigma Planning Corp. and Sigma Financial Corporation. In addition to his advisory work, he is also an attorney with over 40 years of legal experience through his firm, Paul E. Turner, Attorney at Law. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management strategies.

Brian Nourbash is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2006 and has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies, and delivers services on a non-discretionary basis.

Kevin Forman is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client strategies.

Nathan Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Barrett is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual in various roles from 2012 to 2018. Barrett has been with J.P. Morgan Securities and JPMorgan Chase Bank 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Judith Crampton is a CFP® with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. She also operates Crampton Associates, providing financial services and estate settlement work. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Gundrum also serves as co-trustee for his parents' family trust. 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 various third-party asset managers. The firm operates a hybrid advisory and brokerage model that emphasizes customized client intake and offers both discretionary and non-discretionary investment management solutions.

Jordin Post is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Evanston, IL, with seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and co-authored a research paper published in 2018. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering a range of financial planning and investment management services through a network of independent Financial Professionals.

Denise Abog is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with PFSI Investments Inc. since 2018 and Primerica Financial Services since 2010. Prior to her financial career, she worked with The Nature Conservancy for one year. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors is a large institution serving primarily individual investors along with corporate and charitable clients. The firm provides a wrap-fee asset management program that relies on model portfolios created by unaffiliated asset managers, including strategies utilizing exchange-traded funds that invest in cryptocurrency.

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2019, following a seven-year tenure at Mesirow Financial, Inc. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients, including municipal entities.

Silvio Morales III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America/Merrill Edge for nine years and had a brief role at Rooms4kids. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Kathleen Roeser is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a trustee and co-trustee in estate administration activities in Boulder, Colorado. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, 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 proprietary tools and market modeling.

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial and brokerage services.

Chad Waynee is a CFA® charterholder with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Balyasny Asset Management from 2012 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Gill is a financial advisor with LPL Financial in Park Ridge, IL, holding a Series 66 designation and 24 years of industry experience. He previously worked at Capital Point Financial Group, LTD. for eight years and has also been associated with LEVEL FOUR ADVISORY SERVICES, LLC. Outside of LPL Financial, he provides investment advisory services through Capital Point Financial Group, Inc., an independent registered investment advisor firm. LPL Financial serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through its national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to various model portfolios, research, and technology-driven investment strategies.

Joseph Spiegel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and JPMorgan Chase Bank since 2017, with prior experience at BMO Harris. 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. The firm focuses on non-discretionary advice and incorporates an ESG eligibility framework in its investment recommendations.

Frederic Hoffman IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience and has been with Cambridge Investment Research since 2013. Outside of his advisory role, he is involved in volunteer coaching with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Tauras Martinka is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he held various roles including positions at Brent Jablonski Allstate Agency and several other employers. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.