Marvin Heiman is a financial advisor with LPL Financial in Deerfield, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked at Sussex Financial Group, Inc. since 1986 and joined LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and model portfolios.

Julia Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer and investment adviser registrations, offering a range of advisory and brokerage services.

Louis Gottlieb is a financial advisor at Osaic with 28 years of industry experience. He holds a Series 66 credential and has been with Osaic since 2007. In addition to his advisory role, Gottlieb is a partner at Gottlieb Advisory Group, LLC, where he assists clients with life insurance, long-term care, and annuity services. He also serves as Secretary of The Delaware Valley Fairness Project, a nonprofit focused on advancing equality, education, and support for disadvantaged populations. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various investment types and account management styles.

Matthew Goldhaber is a financial advisor with Fisher Investments in Lake Forest, IL. He holds a Series 66 designation and has 20 years of industry experience, including 19 years with Fisher Investments. Outside of his advisory role, he serves as a member of the Board of Trustees for Temple Am Shalom, a religious organization. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical and tax-aware strategies.

Kristie Manheim is a Series 66-credentialed financial advisor at Merrill with 24 years of industry experience. She has been with Merrill since 2001, including its prior iteration as Merrill Lynch, and also worked at RBC Capital Markets from 2021 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Kathy Borkovec is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005 and 2006, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational systems.

Aruna Sriram is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. She holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Stephen Lerner is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at OSAIC since 2025 and previously spent nine years at Lincoln Financial Advisors. Outside of his advisory role, Lerner is involved with The Next Level Planning Group as a financial planner, supporting senior planners and assisting with financial plan preparation for high-net-worth clients. OSAIC serves a diverse client base including individuals, institutional investors, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Grant Hardy is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, his work history includes roles at Intertek, Amazon, and Kentwood Public Schools, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily comprising high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Jonathan Laven is a Series 66-licensed financial advisor with Equitable Advisors in Northbrook, IL, where he has worked since 2003, accumulating 22 years of industry experience. Prior to Equitable Advisors, he was affiliated with Axa Advisors, LLC. He serves on the board of directors for the Zacharias Sexual Abuse Center, advising the organization on supporting survivors of abuse. 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 managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Maja Sobolewska is a financial advisor with LPL Enterprise, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Equitable Advisors, Axa Advisors LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. She also sells health insurance through Blue Cross Blue Shield on a part-time basis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that combines adviser programs with insurance and lending solutions.

Frank Difino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2007. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG eligibility processes.

Lushone Bennett is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 13 years prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 financial planning process supported by proprietary tools and the Global Investment Committee’s market outlooks.

Donald Sakamoto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Level Four Advisory Services, LLC. Outside of his advisory role, he owns and operates CMDS Insurance Brokerage and is involved with Level Four Insurance Services, LLC, which offers non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Yekaterina Teryokhina is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Osaic FA, Inc., Ayco (Goldman Sachs), and AXA Equitable. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate Financial Planning agreements.

Andrew Fine is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials. He joined Morgan Stanley Private Bank, N.A. in 2026 and has prior work experience at Medline Industries and Horizon Therapeutics. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and proprietary planning tools, although clients are responsible for plan implementation and updates.

Sandeep Merneedi is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Investment Management, Thrivent Financial, Northwestern Mutual, and other financial firms. Outside of his advisory role, he co-owns House of Aure LLC, a clothing design business focused on Indian ethnic men's apparel, which he operates with his wife. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Alfonso Anguiano is a financial advisor at LPL Financial in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. His work history includes roles at Old National Bank and First Midwest Bank (formerly Popular Commercial 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 a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by LPL Research and third-party subadvisors.

Christopher Stevens is a financial advisor at UBS Financial Services with 16 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2024 before joining UBS in 2024. Stevens holds the Series 66 designation and is based in Northbrook, Illinois. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nahrain Markey is a Planning Consultant at Fidelity Investments, where she works with clients to develop comprehensive financial plans tailored to their personal values and the needs of their families and loved ones. She has held this role since 2024. Prior to this, she served as a Financial Representative and Financial Service Representative at Fidelity Investments in 2023 and 2024. Her earlier experience includes various banking roles, such as Personal Banker and Relationship Manager at Citibank from 2006 to 2014, and Personal Banker at Chase Bank from 2004 to 2006. This background has provided her with a breadth of experience in financial services and client relationship management.