Nicholas Parker is a CFP® and Series 66-credentialed financial advisor with Edward Jones, based in Itasca, IL. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he manages a single-unit 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 wide range of investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Anthony Caracciolo is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families across various life stages to develop and implement tailored financial plans. He emphasizes ongoing discussions to align financial strategies with clients' unique goals. Anthony has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and comprehensive financial planning. Outside of his professional work, Anthony has interests in art, board games, golf, museums, snowboarding, and traveling.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mallory Giesen is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Skokie, IL, with 12 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Hannah Bruskin is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Wintrust Bank in 2025, she worked at Deloitte Consulting from 2022 to 2025. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

James Rammel is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party advisory platforms.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 14 years and operated Leonard Digate Income Planning for 20 years. He is also licensed as an insurance broker specializing in non-variable insurance. 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 and brokerage services, including financial planning and portfolio management, supported by research and technology-based strategies.

Matthew Pusateri is a financial advisor with UBS Financial Services in Northbrook, IL, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved with 8 Rope LLC, where he serves on a committee with management and supervisory functions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and market insights.

Nataliia Malysheva is a financial advisor at Merrill Lynch Wealth Management. She specializes in corporate benefits, executive compensation, family wealth management strategies, and individual and corporate investment strategies. Her mission is to transform financial complexity into clarity, confidence, and lasting wealth. Before joining Merrill Lynch, Nataliia held director-level positions at Mondelēz International and AB InBev, where she managed profit and loss, revenue strategy, and enterprise transformation across more than 15 global markets. Her core expertise includes financial strategy, profit and loss management, data-driven decision making, revenue growth, and enterprise transformation. She brings a unique perspective, having extensive experience understanding how business decisions, equity, and personal wealth intersect from the inside. Nataliia holds an MBA from the National University of Kyiv-Mohyla Academy and a master's degree from Lesya Ukrainka Volyn State University. She completed accredited certificate programs at the Kellogg School of Management and Vanderbilt University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nataliia is also engaged in community involvement as a mentor with Imerman Angels and is fluent in English, Ukrainian, and Russian.

Melinda Camardella is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Elmhurst Health. Outside of finance, she is an acupuncturist, owning Return to One Acupuncture and working as an independent contractor at Momentum Health Center; she has also served on boards related to acupuncture in Illinois. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs delivered through a network of representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Martha Naselli is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 1996 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is also a lead singer involved in musical entertainment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

John Thompson is the Senior Resident Director at Merrill, with professional experience dating back to 1985. He has served as a Senior Vice President and Wealth Management Advisor, specializing in providing financial strategies tailored to individual clients' goals and long-term growth. John leads a team that focuses on diverse and disciplined portfolio management, utilizing Model Portfolio Strategies to implement discretionary portfolio management on behalf of clients. John holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. He emphasizes helping clients understand and manage risk effectively across their financial portfolios. Residing in the Arlington Heights community with his family, John enjoys baseball, boxing, football, music, reading, running marathons, and spending time with his family. He values building long-term relationships with clients and providing clear, accessible guidance through different stages of their financial lives.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Frederick Phillips is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing guidance in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and portfolio management services. As a Senior Vice President – Wealth Management Advisor, he collaborates with clients to develop personalized financial strategies that align with their goals. Phillips holds a Bachelor's degree from Iowa State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of a disciplined investment process incorporating diversification and customized asset allocations to support long-term investment success. In addition to his professional work, Phillips serves as the Board Chair of Care For Friends and is involved with the Apalachia Service Project and the Church of the Holy Comforter. His personal interests include baseball, cooking, and golfing.

Glen Roter is a financial advisor with Edward Jones in Skokie, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1999. Roter serves as a board member for the North Shore Center for Performing Arts Foundation, contributing to the direction of the center's activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Karla Hernandez is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at Osaic since 2023, previously spending nine years at IHT Wealth Management LLC and LPL Financial. Outside of her advisory role, she assists with payroll at El Tapatio, Inc., a family-owned business importing Mexican products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models and risk assessments to manage portfolios that include a range of investment products across discretionary and non-discretionary accounts.

Brad Steinback is a financial advisor with Equitable Advisors in Northbrook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Outside of his advisory role, he is a partner in Infinity Strategic Partners, LLC, where he manages books, records, HR, and operations, and serves as an advisory board member for the Rhonda Abrams Legacy Impact Group. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Tistle is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Raymond James in various capacities since 2000. Outside of his advisory role, he is co-owner and president of a non-investment related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.