Dimitry Neyzelman is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His background includes roles at Chegg Inc and Discover Financial Services, as well as a period of self-employed consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hamza Akram is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and maintains a concurrent relationship with JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, including ESG considerations, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Michele Aspan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory role, she manages funds for her son's music business through AFTERSCHOOL LLC and serves as a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth thresholds and integrates advisory services with other financial product offerings.

Jianxiong Peng is a financial advisor at Cetera with a Series 66 license. He has been associated with Cetera and its affiliated entities since 2025, and was previously involved with LNP Consultants LLC since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and operates a large network of independent advisors.

Dorothy Murdock is a financial advisor at Cetera with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services and New York Life Insurance Co. Outside of her advisory role, she is an owner of Selah Ridge Wealth and is active as an insurance agent selling fixed insurance and health insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Nineve Benjamin is a financial advisor with J.P. Morgan Securities in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Her prior work includes roles at II BN, LLC and Uboz Logistics, LLC. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Elizabeth Tucker is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a licensed paraplanner assisting another Ameriprise advisor with trade placement, customer service, and practice organization projects. Ameriprise serves individuals approaching or in retirement, particularly those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Margolis is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. He serves as a trustee and executor for various family trusts and estates. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Matthew Bappert is a CFP®-designated financial advisor with 10 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at BMO Bank, Premier Asset Management LLC, and 1834 Investment Advisors Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Eleni Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. She previously worked at Grosvenor Capital Management for 12 years and took a brief career pause before joining Equitable Advisors in 2021. Outside of her advisory role, she serves as managing member of Surrey Commons, LLC, an investment property entity, and is involved in estate administration for family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on aligning client profiles with appropriate investment models and fiduciary services.

Brendan Mckenna is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with MLB of Glenview, a local nonprofit organization focused on supporting charitable causes through community fundraising and volunteer efforts. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ray is a financial advisor with LPL Financial in Lake Forest, IL, holding CFP®, Series 63, and Series 65 credentials and has 19 years of industry experience. His prior roles include positions at IHT Wealth Management, BMO Harris Financial Advisors, Fifth Third Securities, and Citigroup Global Markets. Outside of his advisory work, he provides technology-related consulting based on his experience at Fifth Third and BMO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

John Baldassari is a CFP®-certified financial advisor with 42 years of industry experience, currently with Morgan Stanley in Winnetka, IL. He has been with Morgan Stanley and its Private Bank since 2019, following prior roles at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning that uses structured discovery conversations and firm-approved tools to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

William Thoms IV is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at UBS since 2008, following prior roles at Leucadia Asset Management, Credit Suisse Securities, and Pershing. Outside of his advisory work, he serves as president of the Wisconsin chapter of the National Association of Stock Plan Professionals and is a field hockey referee for girls' high school games with the Illinois High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management using proprietary research and operates as a broker-dealer, investment adviser, and futures commission merchant.

Rochelle Dukas is a financial advisor at Morgan Stanley in Glenview, Illinois, with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Northern Trust Bank for 21 years before joining Morgan Stanley in 2022. Outside of her advisory role, she is the sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm uses structured planning tools and maintains a broad range of investment offerings, managing approximately $2.74 trillion in client assets.

Anne Rosean is a financial advisor with LPL Financial in Wilmette, IL, holding a Series 66 designation and three years of industry experience. She previously worked at Robert W. Baird for six years and has held a role at Marquette University. Rosean is also involved with Beacon Financial Services, Inc., a business related to her work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Dionne Braggs is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of advisory work, she owns a business entity that manages her practice expenses and is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, written retirement recommendations delivered by a centralized consulting team.

Erika Hoffman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she assists clients in understanding their comprehensive financial situations and helps clarify their future financial goals. Erika's experience at Fidelity Investments spans several positions, including Central Relationship Manager (2024-2025), Life Events Consultant (2023-2024), and Financial Representative (2022-2023). Through these roles, she has developed expertise in financial planning and client relationship management. Outside of her professional work, Erika has interests in museums, puzzles, and reading.