Matthew Purmal is a Financial Consultant at Fidelity Investments, where he collaborates with clients to design personalized retirement and financial strategies aligned with their goals. He focuses on individual risk tolerance and long-term objectives to develop approaches aimed at achieving financial confidence. Utilizing advanced technology and the support of a dedicated team, Matthew provides current and comprehensive insights to assist clients in making informed decisions. Matthew's professional experience includes roles at Fidelity Investments since 2023, initially as a Planning Consultant before becoming a Financial Consultant in 2025. Prior to that, he worked at Edward Jones from 2018 to 2023 in various capacities, including Financial Advisor, Client Transition Specialist, and Financial Advisor Career Development. Outside of his professional work, Matthew enjoys boating, fishing, fitness, hiking, outdoor adventures, and skiing.

Andrew Coleman is a CFA® charterholder and holds the Series 63 license, with 14 years of industry experience. He currently works at OSAIC since 2025 and previously spent 13 years at Lincoln Financial Advisors. Outside of his advisory role, he is involved with The Next Level Planning Group, where he provides financial advice and sells life insurance and annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to manage portfolios across various asset classes.

Edward Hungler is a Certified Financial Planner (CFP®) affiliated with Edelman Financial Engines, with 24 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. He serves as a trustee for the Robert S. Saalfield III Estate and Trust and is a volunteer board member and Long Term Planning Chair at North Shore Country Club. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner guidance and online tools. The firm manages diversified portfolios with a long-term focus and serves approximately 477,000 clients with a range of advisory solutions, including unique product exposures such as direct-indexing and alternative private funds.

Morton A Hart is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Evan Parry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 when recommending strategies.

Marshall Watanabe is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and operates approximately 3,698 advisors across 1,829 offices with about $15.5 billion in assets under management.

Sarah Bolous is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Morgan Stanley, U.S. Bancorp Investments, and BMO Harris Financial Advisors. She is also a Senior Private Banker at Old National Bank. 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 various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with resources from LPL Research and third-party subadvisors.

Janice Kass is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Kass And Moses PC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Tracy Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Katarzyna Cudzich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent seven years at Jane's Hallmark. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical asset management.

Donna Mijatovic is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2000 to 2024. Mijatovic is based in Northbrook, Illinois. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and capital market insights into its client solutions.

Christopher Stanphill is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, tailoring services through a detailed client intake process and offering both advisory and brokerage/insurance channels.

Kevin Mott is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993 and holds Series 63 and Series 66 designations. 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 advisors.

Alex Papadopoulos is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lpl Insurance Associates, IHT Wealth Management LLC, and LPL Financial. Outside of his advisory role, he is the owner of Xemati LLC, a business focused on creative content related to Greek culture. Osaic Wealth Inc serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Michael Boutsikakis is a financial advisor at Edward Jones in Wilmette, IL, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Edward Jones, he has worked in roles outside the financial industry, including at Continuum Clinical and Al Piemonte Ford, and spent a decade in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Heather Pateros is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its advisory services.

Daniel Sano is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, as well as at JPMorgan Chase Bank, N.A. since 2005. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lisa Somlo is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Northwestern Mutual Investment Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Mclaughlin is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in Deerfield, IL. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade within the Wells Fargo organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations based on proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Peter Dubois is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various capacities since 2009, including the Private Bank since 2015. He serves on the Investment Committee of North Shore Congregation Israel, a nonprofit organization based in Glencoe, Illinois. 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, utilizing structured discovery processes and firm-approved planning tools.