Benjamin Asper is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner of Popnson, LLC, a rental property business, and a partner in Third West LLC, a real estate investment entity. 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 with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Candice Mclaws is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joanna Logothetis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also holds a longstanding role at JPMorgan Chase Bank, N.A. since 2007. She previously worked at Pottery Barn for one year. 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 brokerage, distribution, and investment management capabilities.

Enrique Fuentes is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Northern Trust and Sherwin-Williams. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Stephen Cless is a CFP®-designated financial advisor with Charles Schwab, where he has worked since 2000 and at Charles Schwab Bank since 2005, totaling 25 years of industry experience. He is an administrative manager for C4 Management Company LLC, an asset management firm based in Northbrook, IL. Charles Schwab serves a large client base of 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing capabilities.

Mark Koznicki is a CFP® with 26 years of industry experience, serving at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages a commercial rental property in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Dhara Shah is a financial advisor with Merrill in Mt Prospect, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously held roles at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory work, Dhara serves as an executor and holds power of attorney responsibilities for her parents. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm leverages its integration with Bank of America to provide a broad range of financial products and services.

Diana Chernyhovsky is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2003. She previously worked at Axa Advisors, LLC, overlapping with her current firm tenure. Her outside business activities include operating in insurance brokerage through DBAs such as Cube Financial Partners, Surgeons Capital Management, and The Bailey Group. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to a range of asset management programs through third-party managers and LPL, utilizing a hybrid referral and implementation model.

Andrew Plocker is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Alexandria Szafranski is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with J.P. Morgan in various capacities since 2015, including her current role at J.P. Morgan Securities since 2018. J.P. Morgan Securities 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 their investment recommendations.

Eric Eugene is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has ownership involvement in Wilson Property, LLC, a property management business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mike Karras is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of the Karras Poplin Schroeder Group. He provides strategy and direction for the team, delivering customized investment approaches tailored to clients' investment preferences, risk tolerance, and time horizons within their overall wealth framework. His expertise encompasses corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Mike joined Merrill Lynch in 2008 after twelve years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's Degree in finance from Indiana University's Kelley School of Business, where he was an Evans Scholar, a program he now supports. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Personal Investment Advisor (PIA) credential. In 2022, he was named to the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, Mike and his wife Sabrina live in Chicago with their three children and two chocolate labs. He enjoys spending time with his family, traveling, playing and watching sports including baseball, basketball, football, and golfing. Mike is an active member of his church and supports several area nonprofits dedicated to enhancing the lives of children, as well as the Evans Scholar community.

Nicholas Trulis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2015. He was also involved with Black Diamond Estate Sales LLC from 2015 to 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Vicki Robinson is a financial advisor with Wells Fargo Clearing in Deerfield, IL, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Haresh Vaswani is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1988. 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 financial planning and advisory programs, including model portfolios supported by research from LPL and third-party subadvisors, as well as retirement plan consulting and brokerage services.

Lane Stephens is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, he held roles at Pete Case and Northwestern Mutual. Outside of his advisory work, he provides notary services on a limited basis. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence through its Institutional Consulting Services program.

Michael Pozzi is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Securities America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Ryan Carperos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management functions.

Adyna Jackson is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been with Primerica Advisors since 2018 and also works with Chicago Public Schools. Outside of her advisory role, she facilitates sessions for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

Joseph Gallina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Coyle Financial Counsel, Bank of America, Merrill, and Morgan Stanley. 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 affiliated brokerage and investment management capabilities.