Timothy Notaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Raul Morales is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2020. His prior experience includes roles at JP Morgan Chase and Boost Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individuals and institutions.

Uday Patel is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and six years of industry experience. He is also involved with Care for Soul Inc., where he performs home care duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Sabrina Lombardo is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm integrates structured planning tools and utilizes its Global Investment Committee’s resources to support client strategies.

Zoriy Reznikov is a Financial Consultant currently working at Fidelity Investments since 2014. He has accumulated over 25 years of experience in the financial services industry, holding various roles including Financial Representative and Investment Consultant at Fidelity, as well as positions at other firms such as Fifth Third Securities, Chase Investment Services Corp, Northern Trust Securities, and Merrill Lynch. Throughout his career, Reznikov has worked closely with clients and their families on a one-on-one basis, utilizing the Private Client Group and Premium model to develop, implement, and monitor long-term financial plans and investment strategies. His experience spans multiple facets of financial advising, trading, and portfolio management. Details regarding his educational background, credentials, personal interests, or community involvement were not provided.

Guillermo Camacho is a financial advisor at J.P. Morgan Securities in Chicago, IL with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Wells Fargo. Outside of his advisory role, he is an owner and partner of a real estate rental business managed through a family-owned LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of eligible strategies.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at 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 supported by structured processes and firm-approved tools.

Edwin Boyzo is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following a four-year tenure at CashierLive. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Daniel Moy is a financial advisor with LPL Financial based in Glenview, IL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2015. Moy hosts a monthly coffee club where he discusses current market events and trends with clients and prospects. 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 financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies across a broad range of investment options.

Roman Berkusenko is a CFP® professional with 13 years of industry experience, currently advising at Ameriprise in Northbrook, IL. His prior experience includes roles at JP Morgan Securities, Northwestern Mutual, The Huntington Investment Company, and Edward Jones. Outside of his advisory work, he co-owns an online collectibles store on eBay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

George Rizos is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Wayne Hummer Investments, J.P. Morgan Securities, and Chase Investment Services. Outside of advising, he has been involved with White Stone Development, LLC and SELF for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive advisor tools and a varied financial services platform.

Anthony Reyes is a financial advisor with J.P. Morgan Securities in Glenview, IL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Equitable Financial Life Insurance, as well as experience outside finance at companies like Uber Eats and Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG criteria where applicable.

Jason Allen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2009, with prior experience at BMO Harris Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.

Ronald Dales III is a financial advisor at Raymond James Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PwC for three years. He supports financial advisors through ClearTrack Financial Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Miller III is a Series 66 designated financial advisor with Wells Fargo Advisors in Arlington Heights, IL, bringing 11 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he serves as a board member for the Pac Lofts Homeowners Association in Chicago, where he attends meetings to discuss building operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu addressing areas such as retirement, education, risk management, and specialized services like business-owner transition and special-needs planning, tailoring recommendations through Wells Fargo research and tools.

Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joshua Harrison is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a select group of clients, providing in-depth financial planning and guidance. He focuses on helping high net worth individuals and families make intentional decisions regarding the growth, protection, enjoyment, and transfer of their wealth. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant, Managed Account Support Specialist, and High Net Worth Service Associate. Prior to joining Fidelity, Joshua held roles including Financial Advisor and Branch Office Administrator at Edward Jones, as well as Relationship Manager and Client Service Representative at VennWell LLC. Outside of his professional responsibilities, Joshua engages in family activities, fitness, and parenthood.

Dana Irvin is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shaun Floresca is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Alliant Credit Union, CUNA Brokerage Services, Chase Investment Services Corp., and Merrill. Floresca is also involved in non-variable insurance activities related to fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with research and operational tools, while overseeing a large network of advisors and significant discretionary assets under management.

Ryan Birkhauser is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and external managers.