Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Julie Shechtman is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. She is based in Glenview, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Todd Schlesinger is a Series 66-licensed financial advisor with Equitable Advisors, based in Riverwoods, IL, and has 23 years of industry experience. He has been with Equitable Advisors since 2002, including time at AXA Advisors, LLC. Outside of his advisory role, Schlesinger is a partner at GPS Financial Solutions LLC and serves as a board member of the Mike Poznanasky Foundation, which raises funds for various charities. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Andrew Nelson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with JPMorgan in various roles since 2018. Prior to his current position, he worked at Uline and Loyola University. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Brian Simkin is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked with Cetera since 2008 and also serves as a treasury analyst at Crate and Barrel. In addition to his advisory role, he operates Simkin Financial Advisors, providing investment advisory services since 2015. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting solutions, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Steven Wilhusen is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 14 years at Woodbury Financial Services and roles at Cetera beginning in 2024. He is also a partner at Mappa Wealth Management, a firm providing financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Krishna Kumar is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Genpact for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Hazem Dababneh is a Financial Advisor at Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He works closely with clients to understand their priorities and develop strategies aimed at meeting their short-, mid-, and long-term financial goals. Hazem offers guidance on topics ranging from general investing and retirement planning to preparing for unexpected financial challenges. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Hazem holds a Bachelor's Degree from the University of Jordan, an Accredited Certificate Program from DePaul University, and a Master of Business Administration (MBA) from Elmhurst College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes uncovering what matters to clients and their families to help create tailored financial strategies.

Alma Zelaya is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she worked at Bank of America, Frost Bank/Frost Insurance Agency, and held various roles in different industries, including education and retail. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years. He is also a managing member of Silver Liberatore Group LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a focus that includes public finance and municipal services.

Dexter Reese is a Series 66-licensed financial advisor with UBS Financial Services in Northbrook, IL, where he has worked since 2015. He has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brian Crary is a financial advisor at Charles Schwab with 18 years of industry experience. He has held prior roles at Fidelity Investments and J.P. Morgan Securities, including J.P. Morgan Chase Bank. Crary holds Series 63 and Series 66 designations and is based in Lake Zurich, Illinois. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Matthew Garrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Robert W. Baird for 10 years before joining Wells Fargo Clearing in 2021. Outside of his advisory role, he has ownership interests in several investment-related entities, including a Chicago Board of Trade membership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Adam Stone is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Robert Mitchell is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes prior roles at tastyfx LLC, Bank of America, N.A., and an earlier tenure at Merrill. Outside of finance, he was employed at Edgewood Valley Country Club for eight years. 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 including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide set of investment products and related services.

Barry Steinberg is a financial advisor with Cetera in Deerfield, IL, holding Series 63 and Series 65 licenses and over 27 years in the industry. He has been with Cetera since 2004 and also runs a tax and accounting practice, Abrams & Steinberg, P.C., where he is a 50% owner and manages tax matters including IRS representation. Steinberg has operated Steinberg & Associates Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm employs a multi-manager platform offering various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Eric Marzinke is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 11 years. Marzinke serves as President of ProMark Investments, Inc. and is the presiding officer of the Palatine Chamber of Commerce Board of Directors. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven Deer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation with AXA Advisors. He also serves as a notary public, providing document notarization services internally at Equitable. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.