Eric Eugene is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA, where he has worked since 2012 and 2022, respectively. Outside of his advisory role, he is the owner of Wilson Property, LLC, a real estate management business. J.P. Morgan Securities offers 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 combines quantitative screens and qualitative research in its advisory process and maintains broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

Mike Karras is a Senior Financial Advisor at Merrill Lynch Wealth Management and a leader of the Karras Poplin Schroeder Group. He provides strategy and direction for the team, delivering customized investment approaches tailored to clients' investment preferences, risk tolerance, and time horizons within their overall wealth framework. His expertise encompasses corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Mike joined Merrill Lynch in 2008 after twelve years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's Degree in finance from Indiana University's Kelley School of Business, where he was an Evans Scholar, a program he now supports. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Personal Investment Advisor (PIA) credential. In 2022, he was named to the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, Mike and his wife Sabrina live in Chicago with their three children and two chocolate labs. He enjoys spending time with his family, traveling, playing and watching sports including baseball, basketball, football, and golfing. Mike is an active member of his church and supports several area nonprofits dedicated to enhancing the lives of children, as well as the Evans Scholar community.

Nicholas Trulis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked exclusively within J.P. Morgan entities since 2015. Outside of his advisory role, he operated Black Diamond Estate Sales LLC from 2015 to 2021. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria while leveraging broader derivatives and commodities capabilities.

Vicki Robinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions, utilizing research and analytics along with diversification and modern portfolio theory in its investment approach.

Haresh Vaswani is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party managers and institutional platforms.

Lane Stephens is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and Pete Case. Outside of financial services, he provides notary services through Lakefront Notary. J.P. Morgan Securities offers institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm utilizes a manager solutions team that combines quantitative and qualitative research supported by forward-looking capital market assumptions.

Michael Pozzi is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Securities America Advisors, Securities America Inc., and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes and account types.

Ryan Carperos is a Series 66-registered financial advisor with J.P. Morgan Securities in Chicago, IL, bringing three years of industry experience. His prior roles include positions at Merrill and Ambassador Wealth Management. Outside of finance, he has worked in diverse roles such as at a parking management company and FedEx Ground. 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 supported by a centralized manager solutions team.

Adyna Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She has worked with Primerica Advisors since 2018 and also has experience with Chicago Public Schools and UCSN. Outside of her advisory role, she serves as a session facilitator for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Joseph Gallina is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has previously worked at Coyle Financial Counsel, Bank of America, Merrill, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their investment approach combines quantitative screening and qualitative research to develop model asset allocations with input from a centralized manager solutions team.

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 ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Commonwealth Financial Network, MSI Financial Services, and New England Securities. Matlin serves on the board of the public charity Salute Inc. and volunteers in legacy giving and fundraising for the Phantom Regiment Drum & Bugle Corps. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

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, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2022 and has additional work experience as a self-employed nanny and in other self-employed roles. Her other activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying on model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through Pershing.

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, he is involved with Warady & Davis LLP, a tax preparation and accounting firm. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a national network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

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 credentials and has previously worked at Cetera and CETERA Financial Specialists LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tifani Anderson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Chicago, IL, and has 22 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and previously at Washington Mutual and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to build model asset allocations and integrates ESG considerations in its recommendations.