Nancy Lay is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022. Her prior roles include positions at RNL Enterprises LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding CFP® and ChFC® designations and over 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Bertucci serves as a board trustee for the Village of Arlington Heights, providing guidance on budget and policy matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Adam Ambrogio is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, as well as prior positions at DoorDash, Renew Rockford, Seaver Gym Rockford University, Buckle, Target, and Rockford University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm’s approach combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Pamela Cain is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley for 10 years since 2016. 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 and tailored financial planning, employing structured planning tools and various analytic methods to support client outcomes.

Antoinette Bennett is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Evanston, Illinois, with three years of industry experience. Her prior roles include positions at Porcaro Stolarek Mete Partners and State Farm Insurance Co. She is also employed part-time at Yo Fresh Cafe in Evanston. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Nicholas Needs is a financial advisor at UBS Financial Services with four years of industry experience. He has held prior roles at Ameriprise Financial Services, Merrill, and the University of Illinois Foundation among others. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Brian Mueller is a CFP® certificant and financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Moran is a CFP® credentialed financial advisor at OSAIC with 23 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Moran is also an alderman for the 1st Ward of Park Ridge, Illinois, and serves on nonprofit boards including the Park Ridge Soccer Club and Ronald McDonald House Chicagoland & Northwest Indiana. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple investment platforms.

Gabriel Reyes is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Princor Financial Group and Principal Life Insurance Company prior to joining Fidelity. Reyes is an officer of Invictus Capital Holdings, LLC, a passive investment-related entity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Brett Gerber is a financial advisor with LPL Financial in Glencoe, IL, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. He has worked previously at J.P. Morgan Securities, Jpmorgan Chase Bank, Bankers Life Securities, and Country Capital Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and use of advanced technologies like machine learning.

Bianca Magallanes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 registrations and has been with J.P. Morgan in various capacities since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Damary Marrero is a financial advisor with Ameriprise in Waukegan, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jack Crawshaw is a financial advisor with LPL Financial in Rosemont, Illinois, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Signature Bank and Shorehill Capital LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research.

Brandon De Berry is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies, including model-based and discretionary options, integrated within Bank of America’s broader corporate platform.

Chad Christell is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 financial advisors and branch offices.

Michael Benedict is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Bank of America, Echo Global Logistics, PepsiCo, and Morgan Stanley, as well as time spent at Miami University and Glenbrook South High School. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers various model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and third-party managers, integrated within Bank of America’s broader corporate platform.

Nicholas De Nicolo is a CFP®-certified financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010 and previously operated his own advisory practice. Outside of his advisory role, he is the owner of a real estate entity established for managing a personal property. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Grace Duecker is a financial advisor with Fidelity, holding a Series 66 designation and beginning her career in 2025. Her prior work experience includes roles outside the financial industry, such as positions at The Tempest Oyster Bar and various restaurants. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Sharon Shapiro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, and previously held roles at PNC Bank and PNC Investments from 2014 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Michalak is a financial advisor with Equitable Advisors in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as president of a six-unit townhouse association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.