Ted Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2003. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chaicharn Dhepyasuwan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2006 and also holds a position at JPMorgan Chase Bank, NA. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dale Bradley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Evanston, IL, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as president of two support companies, Bradley Investment Center and Bradley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and various organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

W Grigg is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and emphasizes the use of Ameriprise-managed accounts within its investment approach.

Joshua Noparstak is a financial advisor with LPL Financial in Deerfield, IL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Equitrust Financial Group and Securities America Inc before joining LPL Financial in 2020. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Barry Skolak is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018, following an 11-year tenure at BMO Harris N.A. Outside of his advisory role, he manages a family-owned three-unit residential property in Chicago. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Anthony Hubick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile.

John Seaman is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Ho is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to that, he was employed at M1 Finance and Foreign Auto Connect. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Craig Alexander is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2011 and also serves as an associate financial advisor at Piekarski and Associates, assisting with practice management and client service. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Karina Elperin is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley since 2013 and currently works with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kristen Folland is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, including private funds and real-asset exposures.

Rama Talwar is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and four years of industry experience. Their work history includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc., as well as two years with Anthony Fiorelli State Farm Agency. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through a 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 management, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Mirza Baig is a financial advisor with Merrill holding a Series 66 designation. He has one year of industry experience and has previously worked at Citi and Bank of America. Baig also has a background in education, having taught at Northeastern Illinois University. 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 tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeanne Varwig is a financial advisor with UBS Financial Services in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at Citadel Group Limited for 15 years and had a brief tenure at Karchmar Life Insurance and Legacy Planning. She serves on the board of Erie Elementary Charter School in Chicago, overseeing strategic direction and supporting fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Brandon Johnson is a financial advisor with Wells Fargo Clearing in Deerfield, IL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent four years at CITIGROUP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Bourdon is a financial advisor with OSAIC based in Chicago, IL, holding a Series 66 designation and seven years of industry experience. She previously worked at Lincoln Financial Advisors and has been involved with The Next Level Planning Group since 2018. Outside of advising, she works part-time as a bartender at Moe's Cantina. OSAIC serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to manage diversified portfolios including stocks, bonds, and alternative investments.

Moira Brennan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Brennan Financial Group, PFS Investment Inc., and Primerica Financial Services. She also has involvement in sales of loan products and home-related services through Primerica Mortgage, LLC and a related affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and employs model-delivery strategies managed by unaffiliated asset managers.

Matthew Pfister is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016 following his experience at Fidelity Investments and has over 13 years of experience in wealth management. In his current role, Matthew focuses on developing integrated, goals-based financial strategies tailored to clients’ risk tolerance, timelines, liquidity needs, and personal preferences. Matthew’s areas of expertise include family wealth management strategies, personal retirement planning, sports and entertainment wealth management, tax minimization, and retirement income planning. He works extensively with professionals and business owners, providing guidance on investment, tax mitigation, and wealth planning strategies to help build and sustain generational wealth. Additionally, Matthew offers support in exit planning, workplace retirement plans, and business lending or cash flow management strategies. Matthew holds a Bachelor’s degree from Cornell College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also affiliated with the Cornell Baseball Alumni organization. Outside of his professional work, Matthew enjoys baseball, basketball, football, skiing, spending time with his family, and traveling.

Sandra Rubeck is a Series 66-licensed financial advisor with Merrill, where she has worked since 2002. She has 12 years of industry experience and is based in Deer Park, Illinois. Merrill, together 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.