Rafal Prokop is a financial advisor at Edward Jones in Arlington Heights, IL, holding Series 66 and Series 63 licenses with over 19 years of experience in the industry. His prior roles include positions at JP Morgan Securities LLC and BMO Bank NA / LPL Financial LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a wide range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Robert Dunne is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. Before joining Cetera in 2022, he worked for Lasalle St. Securities, L.L.C. for 21 years. Outside of advising, he operates a sole proprietorship focused on website design, email marketing, and technology consulting for local communities and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, with various program structures and access to third-party managers.

Jennifer Tomasino is a financial advisor at UBS Financial Services with nine years of industry experience. She has previously worked at State Street Global Advisors Trust Company and its affiliated entities. Tomasino holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with 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 provides research-driven, tailored financial plans through its network of advisors.

Julie Grace is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with clients having flexibility in implementing recommendations through various firm programs.

Sarkis Landhorian is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup Global Markets and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Megan Angle is a financial advisor with Cetera and holds a Series 66 designation. She has three years of industry experience and has also been a partner at Porte Brown LLC, where she provides tax planning, tax preparation, and accounting services. Outside of her advisory work, she serves as board chairperson for the Tri-Town YMCA and participates in the Illinois CPA Society’s nonprofit committee, contributing to conference planning and education. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various third-party and affiliated investment options.

Elizabeth Baldwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has 21 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and previously held positions at Landaas & Company and Russell Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility criteria.

Steven Cueto is a Financial Consultant at Fidelity Investments, where he currently works to build long-term relationships with clients by partnering with them to achieve their financial goals. He emphasizes planning, dependability, and collaboration to create customized planning and investment strategies tailored to each client's desired lifestyle and legacy. Steven's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments in 2023, as well as serving as a Wealth Advisor at IDEX Financial Group from 2018 to 2023. This background provides him with a foundation in investment consulting and wealth advisory services. Outside of his professional work, Steven has personal interests that include cars, concerts, football, golf, parenthood, and pets.

Catherine Gathman is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has worked with Merrill since 2006. Outside of her advisory role, she serves as the director of music at St. Matthew Lutheran Church, where she administers the music program and directs two choirs. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Mannan Abbasi is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America and the University of Illinois at Chicago. Outside of his advisory role, he is involved in a family furniture business, A-Z Furniture Company, focusing on logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Bertucci serves as a Board Trustee for the Village of Arlington Heights, providing guidance on budget and policy matters. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options to meet client needs.

David Nicholson is a ChFC®-designated financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and also serves as an independent insurance agent and provider of identity theft protection programs for business clients through separate ventures. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a broad platform with discretionary and non-discretionary management options and offers proprietary model strategies under its Founders Gate Capital brand.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Pamela Cain is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley for 10 years since 2016. 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 and tailored financial planning, employing structured planning tools and various analytic methods to support client outcomes.

Antoinette Bennett is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has previously worked at Porcaro Stolarek Mete Partners and State Farm Insurance Co. Outside of her advisory role, she is employed at Yo Fresh Cafe in Evanston, IL. Baird’s Private Wealth Management department, where Bennett is part of the DDK Group team, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology.

Nathan Harlow is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America N.A./Merrill Lynch, M1 Finance, and Link Market Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Nicholas Needs is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Merrill, and the University of Illinois Foundation. He has also worked in non-financial sectors including Uber and Climate Corporation (Bayer). UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor client solutions. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brian Mueller is a CFP® certificant and financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Moran is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with OSAIC and previously worked for Securities America Advisors and Mass Mutual Investors Services. Outside of his advisory role, Moran serves as an alderman for the City of Park Ridge and is involved with local nonprofit organizations, including the Park Ridge Soccer Club and Ronald McDonald House Chicagoland & Northwest Indiana. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and the use of third-party managers and proprietary models.

Gabriel Reyes is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at Princor Financial Group, Principal Life Insurance Co, and PNC Wealth Management. Reyes is also an officer of Invictus Capital Holdings, LLC, a passive business activity based in Skokie, Illinois. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to both retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic construction.