Heather Pateros is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its advisory services.

Daniel Sano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following a 17-year tenure at JPMorgan Chase Bank, N.A. 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 searches, and customized performance reporting. The firm’s advisory process blends quantitative screening with qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment management entities.

Lisa Somlo is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Outside of her advisory role, she serves as a trustee for a spouse investment-related matter. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Mclaughlin is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2016, currently based in Deerfield, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored client recommendations.

Peter Dubois is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various capacities since 2009, including the Private Bank since 2015. He serves on the Investment Committee of North Shore Congregation Israel, a nonprofit organization based in Glencoe, Illinois. 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 including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Marvin Heiman is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and previously worked at Sussex Financial Group, Inc. for 38 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a variety of strategic and tactical investment options.

Brian Mondi is a financial advisor with Ameriprise in Glenview, IL. He holds a Series 66 designation and has been in the industry since 2020, including six years at PremierFMS prior to joining Ameriprise in 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a detailed Recommendation Report and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a structured investment framework tied to Ameriprise-managed assets.

Julia Pierre Louis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. 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 searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and employs a forward-looking approach to capital markets, with capabilities that include derivatives and commodities through affiliated entities.

Louis Gottlieb is a financial advisor at Osaic with 28 years of industry experience, holding a Series 66 designation. He has worked at Osaic since 2007 and was previously with Ameriprise for nine years. Outside of his advisory role, Gottlieb is a partner at Gottlieb Advisory Group, LLC, assisting clients with their life insurance needs, and serves as Secretary of The Delaware Valley Fairness Project, a nonprofit organization focused on advancing equality, education, and support for disadvantaged populations. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and integration of alternative investments.

Kristie Manheim is a Series 66-licensed financial advisor at Merrill with 24 years of industry experience. She previously worked at Merrill Lynch for 20 years and RBC Capital Markets for one year before joining Merrill in 2022. 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 individuals, high-net-worth clients, and institutional investors.

Kathy Borkovec is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005 and 2006, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational systems.

Aruna Sriram is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

Stephen Lerner is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for nine years. Outside of his advisory role, he also works as a financial planner at The Next Level Planning Group, where he supports senior planners and assists with high-net-worth client relationships. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various tools and strategies to serve individual investors, retirement plans, charities, and corporate clients.

Grant Hardy is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, his work history includes roles at Intertek, Amazon, and Kentwood Public Schools, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Jonathan Laven is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. He serves on the board of directors for the Zacharias Sexual Abuse Center, advising the organization on supporting abuse survivors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers services through Investment Adviser Representatives and utilizes a range of third-party advisory programs and discretionary management models.

Maja Sobolewska is a financial advisor with LPL Enterprise holding a Series 66 designation and 20 years of industry experience. Her prior roles include nearly two decades at Equitable Advisors and Axa Advisors, along with recent positions at Prudential Insurance Company of America and Pruco Securities. She also sells health insurance through Blue Cross Blue Shield on a limited basis. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, focusing on third-party asset managers and model portfolios, and it also offers affiliated insurance and trust services.

Frank Difino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan entities since 2007, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model allocations, incorporating an ESG eligibility framework where applicable.

Lushone Bennett is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 13 years prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and the Global Investment Committee’s market outlooks.

Donald Sakamoto is a financial advisor with LPL Financial in Des Plaines, IL, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His prior work includes positions at Level Four Advisory Services, New England Securities, and Osaic FA. He is also the owner of CMDS Insurance Brokerage and involved with Level Four Insurance Services, both insurance-related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational technologies.

Yekaterina Teryokhina is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Osaic FA, Inc., Ayco (Goldman Sachs), and AXA Equitable. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate Financial Planning agreements.