Christopher Pina is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Prudential and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers a broad range of investment strategies, including derivatives and commodities capabilities.

Derrick Manuel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank and Invesco Advisers, Inc. Manuel is currently based in Deerfield, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Philip Fernandez is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at firms including Epividian and Hangar Two, and has a background that includes full-time education at DePaul 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 and investment strategies supported by a large nationwide network of advisors and branch offices.

Nick Stavropoulos is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2025, he worked at Wintrust Investments LLC for six years, U.S. Bancorp Investments, Inc. for five years, and held roles at several other firms including Citizens Securities, PNC Wealth Management, Chase Investment Services Corp., Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by research-driven tools and a broad institutional platform.

Todd Stewart is a CFP®-certified financial advisor with 39 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following roles at Accountants Investment Advisory Services, Raymond James & Associates, Howe Barnes Capital Management, and Morgan Stanley DW Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and may incorporate ESG criteria within eligible strategies.

Laura Driver is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Citigroup Global Markets, JPMorgan Chase Bank, and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Anthony Segalla is a financial advisor with Edward Jones in Mount Prospect, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Segalla is a retired member of the U.S. Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Gail Crowley is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She previously worked at Equitrust Financial Group, Ltd and Securities America, Inc. Crowley is also involved in a non-variable insurance business related to investment activities. 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 and access to model portfolios and third-party asset management.

Christopher Harris is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 2003. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Negovetich Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience with prior roles at Thrivent Financial and its affiliates. Outside of his advisory work, he is the owner of a retail business specializing in guitar sales and restoration. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to deliver detailed, collaborative financial plans.

Thomas Benedict is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients define their life goals and align their financial plans accordingly. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Northwestern University. Thomas applies his expertise to assist clients in developing strategies that connect their personal aspirations with their financial objectives.

Anthony Caracciolo is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families across various life stages to develop and implement tailored financial plans. He emphasizes ongoing discussions to align financial strategies with clients' unique goals. Anthony has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and comprehensive financial planning. Outside of his professional work, Anthony has interests in art, board games, golf, museums, snowboarding, and traveling.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mallory Giesen is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Skokie, IL, with 12 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendy Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes over 20 years at The Prudential Insurance Company of America and Pruco Securities, with additional experience dating back to 1989 at Marc Jacobson & Associates. She also engages as a broker of medical and fixed insurance products. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach primarily using third-party portfolio strategists and provides financial planning, consulting, and access to various asset managers and wrap programs.

Hannah Bruskin is a financial advisor with LPL Financial in Lake Forest, IL. She holds a Series 66 designation and began her advisory career in 2025. Prior to joining LPL Financial, she worked at Deloitte Consulting for three years. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Rammel is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party advisory platforms.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 52 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Leonard Digate Income Planning, and Walnut Street Advisers. He is also licensed as a non-variable insurance broker. 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, third-party asset management, and institutional platforms, with a broad network of over 22,800 advisors.

Matthew Pusateri is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, following prior roles at Merrill from 2004 to 2012. Outside of advising, he is involved with 8 Rope LLC, serving in a committee with management and supervisory functions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and capital markets services, using proprietary research and model-based asset allocations to tailor client strategies.

Casey Sackman is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, Casey worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. Outside of his advisory role, he is involved with Sackman and Son Financial Services, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.