Kevin Keeley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He worked at Stifel for 11 years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelley Hare is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Cetera Wealth Services, LLC, having joined in 2025, and previously worked with Avantax and 1st Global Advisors. In addition to her advisory roles, she is a partner and investor in real estate ventures through Oakton Building Group and Shamrock Building Group. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets across over 10,000 advisors.

Curtis Matlin is a financial advisor with Cambridge Investment Research Advisors in Northbrook, IL. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include Commonwealth Financial Network and MetLife Securities Inc. Outside of his advisory work, Matlin serves on the board of the Salute Inc. public charity and chairs the legacy giving and fundraising committee for the Phantom Regiment Drum & Bugle Corps. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

Matthew Hines is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Northbrook, Illinois office. He joined Merrill Lynch in 2021, bringing experience from previous positions at Guggenheim Investments, FactSet Research Systems, and public accounting. Matthew works closely with clients to develop customized financial strategies focused on areas such as college education planning, liquidity management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds a Bachelor’s and a Master’s degree in Accounting from the University of Iowa. He is a Chartered Financial Analyst (CFA) charterholder and holds the FINRA Series 7, 63, and 66 registrations. He is also affiliated with the CFA Society of Chicago. Matthew resides in the western suburbs of Chicago with his family. Outside of work, he enjoys spending time outdoors with his son and Bernese Mountain dog, and participates in a variety of sports including baseball, basketball, football, golf, and running.

Genevra Knight is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, and she has been involved with Porte Brown LLC since 1997. Outside of her advisory work, she serves on the board of Women Entrepreneurs Grow Global, a nonprofit focused on educating women business owners internationally. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various investment strategies and program structures.

Marta Skowronska is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has two years of industry experience, including work with PFS Investments Inc. since 2024 and Primerica Financial Services since 2022. Outside of her advisory role, she has experience as a self-employed nanny. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 financial advisors. The firm offers a wrap-fee asset management program primarily serving individual investors through model-based strategies developed by unaffiliated asset managers.

Ronald Zweig is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory role, Zweig is involved with Warady & Davis LLP, a CPA and tax preparation firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Kevin Green is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Green also serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Joshua Newes is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and CETERA Financial Specialists LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Tifani Anderson is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. and Washington Mutual during her career. Anderson is based in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of products including security-based swaps and futures commission merchant services.

Weston Payne is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at the University of Chicago, Preqin Inc., and Republic Bank & Trust Corporate Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawal methods.

Matthew Kooperman is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. He serves as a trustee and agent of record for his parents in an outside insurance business. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels to implement client recommendations.

Dipo Folami is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

George Miller is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1982. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Frederick Fox is a financial advisor at Merrill with Series 63 and Series 65 credentials and 54 years of industry experience. He has worked at Merrill since 1977 and has been with Bank of America since 2009. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Martin Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2014. He previously operated Level Four Advisory Services and maintains a CPA practice specializing in tax preparation and accounting services. Friedman also functions as an insurance broker and provides consulting services in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and technology-driven portfolio management solutions.

Benjamin Drescher is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with UBS since 2018. Prior to his current role, he worked at One Off Hospitality Group for two years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform of investment, custody, and capital markets solutions.

Milan Patel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Fifth Third Securities, and FIFTH THIRD BANK/MB Financial. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Bruskin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at Wayne Hummer Investments for 22 years prior to joining LPL Financial in 2025. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Emily Mohr is an associate financial advisor with Ameriprise in Chicago, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Ameriprise, she worked at Fidelity Investments and has experience in various roles including municipal positions and small business employment. She is also employed by Creative Wealth Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual updates.