Sharon Shapiro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, and previously held roles at PNC Bank and PNC Investments from 2014 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Michalak is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory role, he serves as president of a six-unit townhouse association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

Sharon Wierzba is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets, Hightower Advisors, Noyes Advisors LLC, and David A. Noyes & Company. Outside of her advisory role, she is involved with Curion, a market research company. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, including the Global Investment Committee’s projections and Monte Carlo simulations, to model financial outcomes.

Victor Simonelli is a financial advisor with Edward Jones in Mt Prospect, IL, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Ernst & Young LLP and DJE Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Adam Herakovich is a financial advisor at Fisher Investments with 22 years of industry experience. He holds the Series 65 credential and has worked at Morningstar Investment Services since 2004 before joining Fisher Investments in 2026. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Christopher Pina is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Prudential, JPMorgan Chase Bank, and various non-financial positions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Derrick Manuel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank and Invesco Advisers, Inc. Manuel is currently based in Deerfield, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Frank Pawlowski is a financial advisor with Primerica Advisors in Elmhurst, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is a co-owner of HOLN, LLC, a solar power company based in Scottsdale, AZ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily focused on retail clients rather than institutional plans.

Steven Adams is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 1992. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dennis Mc Namee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized wealth management strategies tailored to align with each client’s unique financial picture and long-term goals. He provides access to investment insights from Merrill and integrates banking and lending solutions through Bank of America to support client needs. Dennis holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois. He follows the Merrill tradition of community involvement and dedicates time to volunteer with local organizations. His approach emphasizes collaboration with clients to create flexible financial strategies that adapt to changing market conditions.

Todd Stewart is a CFP® with 39 years of industry experience and has been a financial advisor at J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Northbrook, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Laura Driver is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Citigroup Global Markets and JPMorgan Chase Bank. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Jolanta Faszczewska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank since 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Anthony Segalla is a financial advisor with Edward Jones in Mount Prospect, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Segalla is a retired member of the U.S. Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Russell Wilson is a Series 66-registered financial advisor with 17 years of industry experience, currently with Cetera since 2025. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and he is a partner at Porte Brown LLC, where he provides tax and accounting services. Wilson also serves on the Board of Directors for the Illinois CPA Society Peer Review Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Harris is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Negovetich Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience with prior roles at Thrivent Financial and its affiliates. Outside of his advisory work, he is the owner of a retail business specializing in guitar sales and restoration. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to deliver detailed, collaborative financial plans.

Thomas Benedict is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients define their life goals and align their financial plans accordingly. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Northwestern University. Thomas applies his expertise to assist clients in developing strategies that connect their personal aspirations with their financial objectives.

Jeffrey Smiejek is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His career includes roles at Avantax Investment Services, Porte Brown Wealth Management, and 1st Global Advisors. He is also a partner at Porte Brown LLC, where he manages staff, clients, and new business development, and leads the valuation and transition planning team. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios, discretionary and non-discretionary management options, and a range of program structures supported by ongoing supervision and client reviews.