Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. 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, model portfolios, third-party asset management, and institutional platforms.

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and Gama Partners, LLC, as well as involvement with Home Fix, LLC. He is based in Glenview, Illinois. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Lisa Froelich is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 2013, PFS Investments Inc. since 2020, and K.D. Brennan since 2021. Outside of her financial advisory work, she has been involved with The Edge Volleyball Club since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Andrew Levy is a financial advisor at Edward Jones in Des Plaines, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lincoln Financial Distributors, Inc. for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cade Best is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including E*Trade Capital Management, JPMorgan Securities, Merrill, and Leeward Business Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Stacey Swarbrick is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is involved in a trust-related business activity based in Chicago. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of retail and institutional investment options.

Michael Costantini is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities, LLC and WH Trading. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and is noted for its advisory role to multiple registered investment companies and use of algorithmic and AI-driven research techniques.

Joshua Markowitz is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds a Series 66 designation and previously spent 20 years with Lincoln Financial Advisors. Outside of his advisory role, he is a partner and financial planner at The Next Level Planning Group, where he provides leadership and client services. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting a variety of strategy implementations and client-specific restrictions.

Rafal Prokop is a financial advisor at Edward Jones in Arlington Heights, IL, holding Series 66 and Series 63 licenses with over 19 years of experience in the industry. His prior roles include positions at JP Morgan Securities LLC and BMO Bank NA / LPL Financial LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a wide range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Robert Dunne is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. Before joining Cetera in 2022, he worked for Lasalle St. Securities, L.L.C. for 21 years. Outside of advising, he operates a sole proprietorship focused on website design, email marketing, and technology consulting for local communities and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, with various program structures and access to third-party managers.

Ralph Kunzmann is a CFP®-certified financial advisor with 40 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Barrington, Illinois. Outside his advisory role, he serves as a trustee and personal representative for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support portfolio construction and offers a broad range of brokerage and advisory solutions.

Julie Grace is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with clients having flexibility in implementing recommendations through various firm programs.

Megan Angle is a financial advisor with Cetera and holds a Series 66 designation. She has three years of industry experience and has also been a partner at Porte Brown LLC, where she provides tax planning, tax preparation, and accounting services. Outside of her advisory work, she serves as board chairperson for the Tri-Town YMCA and participates in the Illinois CPA Society’s nonprofit committee, contributing to conference planning and education. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various third-party and affiliated investment options.

Elizabeth Baldwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has 21 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and previously held positions at Landaas & Company and Russell Investments. 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 within a non-discretionary program. Their advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility criteria.

Mannan Abbasi is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America and the University of Illinois at Chicago. Outside of his advisory role, he is involved in a family furniture business, A-Z Furniture Company, focusing on logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bradley Skiba is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding the CFP® and ChFC® designations and possessing 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 a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options to meet client needs.

David Nicholson is a ChFC®-designated financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and also serves as an independent insurance agent and provider of identity theft protection programs for business clients through separate ventures. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a broad platform with discretionary and non-discretionary management options and offers proprietary model strategies under its Founders Gate Capital brand.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.