Keith Rolland is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with J.P. Morgan Securities in Winnetka, IL, having previously worked at Charles Schwab and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Bojan Rajkovic is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. His prior work history is exclusively with Edward Jones. Outside of his advisory role, he is an investor in manufacturing, agriculture, private equity, and real estate syndicates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, affiliated mutual funds, and trust services supported by a broad national network of financial advisors and branch offices.

Joann Allison is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2016 and also has a long-standing role at The Mail Center since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Notaro is a financial advisor with LPL Financial in Libertyville, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Uday Patel is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he is involved with Care for Soul Inc., where he performs home care duties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized reporting through a non-discretionary advisory model.

Sabrina Lombardo is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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 with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Wells Fargo. Outside of his advisory work, he is a partner in a real estate rental property business managed through Northshore Holdings LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to that, he worked at CashierLive for four years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Daniel Moy is a Series 66 licensed financial advisor with LPL Financial, based in Glenview, IL, and has 16 years of industry experience. He has been with LPL Financial since 2015. Moy hosts a monthly coffee club for prospects and clients to discuss market events and trends. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

George Rizos is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including J.P. Morgan Securities and Wayne Hummer Investments. He is also involved with White Stone Development, LLC and SELF. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and brokerage services with discretionary and non-discretionary management options.

Anthony Reyes is a financial advisor with J.P. Morgan Securities holding a Series 66 designation. He has one year of industry experience and has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Equitable Financial Life Insurance, and several other companies. Outside of finance, Reyes was involved with Timely Task LLC for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jason Allen is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009, with a two-year tenure at BMO Harris Financial Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Ronald Dales III is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials. He joined the firm in 2025 after three years at PwC. Outside of his advisory role, he supports financial advisors at ClearTrack Financial Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including high-net-worth individuals, corporations, and institutional clients, and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Richard Miller III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he serves as a board member for the PAC Lofts Homeowners Association in Chicago, participating in discussions on building operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

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 at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2012 and also has a longstanding association with Alliant Credit Union. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and multiple investment strategies.