Hannah Bruskin is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Wintrust Bank in 2025, she worked at Deloitte Consulting from 2022 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

James Rammel is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 14 years and operated Leonard Digate Income Planning for 20 years. He is also licensed as an insurance broker specializing in non-variable insurance. 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 range of advisory and brokerage services, including financial planning and portfolio management, supported by research and technology-based strategies.

Matthew Pusateri is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved with 8 Rope LLC, where he serves on a committee with management and supervisory functions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and market insights.

Nataliia Malysheva is a financial advisor at Merrill Lynch Wealth Management. She specializes in corporate benefits, executive compensation, family wealth management strategies, and individual and corporate investment strategies. Her mission is to transform financial complexity into clarity, confidence, and lasting wealth. Before joining Merrill Lynch, Nataliia held director-level positions at Mondelēz International and AB InBev, where she managed profit and loss, revenue strategy, and enterprise transformation across more than 15 global markets. Her core expertise includes financial strategy, profit and loss management, data-driven decision making, revenue growth, and enterprise transformation. She brings a unique perspective, having extensive experience understanding how business decisions, equity, and personal wealth intersect from the inside. Nataliia holds an MBA from the National University of Kyiv-Mohyla Academy and a master's degree from Lesya Ukrainka Volyn State University. She completed accredited certificate programs at the Kellogg School of Management and Vanderbilt University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nataliia is also engaged in community involvement as a mentor with Imerman Angels and is fluent in English, Ukrainian, and Russian.

Melinda Camardella is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Edward Elmhurst Health and has ongoing involvement in acupuncture through Momentum Health Care and Return to One Acupuncture. She serves as a board member of the Illinois Department of Financial and Professional Regulation Board of Acupuncture and has held leadership roles in the Illinois Society of Acupuncturists. Equitable Advisors provides financial planning, retirement support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with third-party asset managers and advisory programs.

Martha Naselli is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 1996 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is also a lead singer involved in musical entertainment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Frederick Phillips is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing guidance in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and portfolio management services. As a Senior Vice President – Wealth Management Advisor, he collaborates with clients to develop personalized financial strategies that align with their goals. Phillips holds a Bachelor's degree from Iowa State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of a disciplined investment process incorporating diversification and customized asset allocations to support long-term investment success. In addition to his professional work, Phillips serves as the Board Chair of Care For Friends and is involved with the Apalachia Service Project and the Church of the Holy Comforter. His personal interests include baseball, cooking, and golfing.

Glen Roter is a financial advisor with Edward Jones in Skokie, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1999. Roter serves as a board member for the North Shore Center for Performing Arts Foundation, contributing to the direction of the center's activities. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Karla Hernandez is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at Osaic since 2023, previously spending nine years at IHT Wealth Management LLC and LPL Financial. Outside of her advisory role, she assists with payroll at El Tapatio, Inc., a family-owned business importing Mexican products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models and risk assessments to manage portfolios that include a range of investment products across discretionary and non-discretionary accounts.

Brad Steinback is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is a partner in Infinity Strategic Partners, LLC, where he manages books, records, HR, and operations, and serves as an advisory board member for the Rhonda Abrams Legacy Impact Group. 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 third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple program sponsors and emphasizing individualized financial planning and fiduciary services.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 institutional advisory operations with brokerage and investment management capabilities.

Christopher Iacullo is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera since 2005. In addition to his advisory role, he owns and operates a CPA tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services.

Daniel Pantoja is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked across several J.P. Morgan entities since 2019, with prior roles including positions at TAO Hospitality Group, BHG/111 W Hubbard Partnership, and the Chicago Park District. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Richard Miller Jr is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has worked within various Wells Fargo entities since 2009 and has ownership interests in two wealth management firms in Arlington Heights, Illinois. He also maintains a part-time role in an insurance practice based in Sarasota, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs, including specialized planning for business owners, sports and entertainment professionals, and clients requiring niche analyses.

Elfrida Dauti is a financial advisor at LPL Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at LPL Financial and BMO Harris Bank N.A. She took a one-year personal leave to care for family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

David Gordon is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in several activities including coaching novice sports car drivers, serving on arbitration panels for FINRA and the Certified Financial Planner Board of Standards, teaching ethics at the Wharton School’s Certified Investment Management Analyst Program, contributing to the Journal of Financial Planning, and participating in yoga education and authorship. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that leverages structured discovery processes and advanced modeling tools.

Emily Bedford is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for three years. Before her career in finance, she held positions at Dewey's Pizza and Walt Disney World. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and integrated financial services.

Katarzyna Rageb is a financial advisor with Edward Jones in Park Ridge, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated products, managing approximately $1.01 trillion in assets under management.