Constantine Kartsimas is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Northwestern Mutual and Guardian Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Laura Cardinal is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she serves as an AV Coordinator for Faith United Methodist Church in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client goals.

Raymond Ortega is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and having 20 years of industry experience. His work history includes roles at Royal Alliance Associates, Inc., Platinum Wealth Solutions, LLC, and Sii. Ortega is involved in the sales and marketing of fixed annuities and non-variable insurance through a related insurance brokerage. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Susan Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and offering 41 years of industry experience. She has been associated with Raymond James since 1999 and holds the Certified Divorce Financial Analyst (CDFA) designation since 2013. In addition to her advisory role, she also conducts non-variable insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and supports a broad advisor network with municipal and public-finance expertise.

Dane Pinter is a CFP® and Series 66 licensed advisor with 19 years of industry experience. He has worked at Raymond James & Associates since 2022 and was previously with Edward Jones for 16 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting services through a range of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Richard Moras is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within various Wells Fargo entities since 2015. Outside of his advisory role, he serves as Treasurer for the Northwestern Memorial Foundation’s Digestive Health Institute for Northwestern Medical School. Wells Fargo Advisors is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Bruce Karman is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he operates outside insurance brokerage businesses under Karman & Associates and Infinity Strategic Partners, LLC. 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 LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Ann Kenik is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Andrew Jen is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity and Capital S Consulting, as well as non-financial positions such as sports columnist and involvement with NewMedical Technology, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Philip Yun is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Inland Bank, and Woodbury Financial Services Inc. Yun is also the owner of Philip James Yun Inc., a business managing his Ameriprise practice. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Mathews is a financial advisor at RBC Capital Markets with 16 years of industry experience. His previous roles include positions at City National Bank, Aviva Investors, and as a fixed income consultant. He serves on the boards of two homeowners associations in Lake Forest, IL, including a role as president. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to client risk profiles.

Paul Murray is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes roles at Bank of America, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of finance, he is involved in acting, auditioning for TV commercials and film/TV series through a for-profit business based in Chicago. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Brittany Bossard is a financial advisor with J.P. Morgan Securities and holds Series 65 and Series 63 licenses. She has 11 years of industry experience, all with Jpmorgan Chase Bank NA and J.P. Morgan Securities in Winnetka, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and is registered to engage in a broad range of securities activities.

Leonard Gertz is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Axa Advisors LLC, Pruco Securities, and The Prudential Insurance Company of America. His background also includes a role at Hyde Park Art Center. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Gregory Pinsky is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. Outside of his advisory role, he serves on the finance subcommittee of the board of directors for BBYO International, a religious organization. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Yoav Sharon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He previously worked for Driehaus Capital Management, LLC for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Adrianna Koveck is a financial advisor at Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior roles include positions at Baird and WestPoint Financial Group, as well as experience outside finance at Sendik's Fine Foods and educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages client assets across diverse investment offerings and utilizes structured planning tools and modeling techniques in its financial planning process.

Svitlana Botsyura is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 2003 and joined Merrill in 2010. Svitlana focuses on providing high-quality wealth planning experiences that simplify the complexities of financial life, with an emphasis on clear communication, transparency, trust, and excellent service. She works closely with high-net-worth clients and supports The Sheppard Group, recognized in the Forbes "Best-in-State Wealth Management Teams" list in 2024. Additionally, she has been named to the Forbes "Top Women Wealth Advisors Best-in-State" in both 2023 and 2024, as well as the "Top Next Generation Wealth Advisors Best in State" list in 2023. Her expertise encompasses a broad range of client focus areas including equity compensation services, family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, and services for endowments, foundations, and non-profits. Svitlana integrates a holistic approach to wealth management, incorporating home, health, leisure, and philanthropy aspects tailored to each client's goals. She holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Svitlana earned a Bachelor of Science in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. She is fluent in Ukrainian, Russian, and English. She is involved in community initiatives such as Better Money Habits, a Bank of America partnership with Khan Academy, and the Chicago Public Library Foundation Associate Council. Svitlana resides in the Wicker Park neighborhood of Chicago with her husband Brian and their rescue dog Chloe. Outside of work, she enjoys plant-based cooking, reading, traveling, biking, yoga, hiking, running, and skiing.

Roberto Barbanente is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he serves on the finance committee of Clearbrook, a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining tailored financial planning with extensive resources and tools while managing approximately $2.74 trillion in client assets.

Steve Brunke is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at PNC Investments and PNC Bank before joining J.P. Morgan in 2019. Outside of his advisory work, he is involved in managing a vacation rental property. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.