Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Wayne Hummer Investments for 20 years before joining LPL Financial in 2025. His credentials include Series 63 and Series 66 licenses. 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 portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Randall Harris is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he was a Financial Advisor at Northwestern Mutual from 2018 to 2023. In his current position, Randall collaborates with a team to develop personalized holistic financial plans tailored to client needs, focusing on educating clients and delivering high-quality service. Randall holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial consulting. Outside of his professional responsibilities, he has personal interests in food, football, museums, music, and traveling.

Adam Berman is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following a 15-year tenure at Scottrade, Inc. and Scottrade Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates expertise in derivatives and commodities through its broader regulatory registrations.

Gandy Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Darby O'Leary is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. O'Leary has three years of industry experience and has worked with Cambridge Investment Research Inc. and Preferred Planning Concepts, LLC. Outside of financial advising, O'Leary is involved in business ownership through Sparrow and Lily LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Kenyon Knight is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilfred Wax and JPMorgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Timothy Ryder is a financial advisor at Edward Jones in Glenview, IL, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked with the United States Soccer Federation from 2011 to 2017. Outside of his advisory role, he receives a per-game stipend related to the National Women's Soccer League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Scott Stratford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides wealth management guidance to a select group of individuals, families, and institutions across the country, including many active and retired business owners. Scott works closely with clients to tailor wealth management strategies that align with their goals and evolving life circumstances, focusing on protecting the wealth they have accumulated. Scott joined Merrill in Chicago in 1987 after earning a bachelor's degree from Marquette University. He holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Certified Plan Fiduciary Advisor (CPFA). As a Portfolio Manager, he manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A long-time Chicago resident, Scott has volunteered for over 25 years with the World’s Largest Block Party sponsored by Old St. Patrick’s Church. He has also served as president of the Marquette Club of Chicago and on the national board of the Marquette University Alumni Association, as well as on the board of the Chicago Athletic Association. Scott lives in Barrington Hills with his wife and son.

Jing O'Brien is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones for three years before joining LPL Financial in 2010. Outside of her advisory role, she is involved in tax preparation and accounting services through her DBA, Jade Accountants & Tax Services. 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 and access to model portfolios, supported by a large network of investment adviser representatives and multiple technology tools.

Richard Desmedt is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is involved with an outside insurance brokerage and serves as trustee and successor trustee of trusts established in 2023. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary offerings and third-party asset managers.

Elizabeth Miller is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1998 and Bank of America since 2009. Miller serves as the incoming President of the Jewish Federation of Peoria, a volunteer leadership role on the nonprofit’s board. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Agata Kowalyk is a financial advisor at Primerica Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1992. Outside of her advisory role, she is involved in referral activities for home security and automation products through co-located affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery approach managed by third-party asset managers and supports a range of investment strategies including recently added cryptocurrency ETF models.

Mark Stack is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and provides tax consulting and compliance services as a tax manager at Lumsden & McCormick LLP. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Alex Hickman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Jpmorgan Chase Bank, N.A., Trader Joe's, and Subway. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by quantitative and qualitative research, with capabilities that include derivatives and commodities advisory.

Michael Burdick is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Elk Grove Village, IL. He previously spent 30 years with Edward D. Jones & Co., L.P. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jim Ostach is a financial advisor at LPL Financial in Northbrook, IL, holding Series 63 and Series 65 credentials with 53 years of industry experience. He worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2001 to 2021 before joining LPL Financial in 2021. 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 a broad range of strategic and tactical investment approaches.

Patrick Spiedel is a Financial Consultant currently working at Fidelity Investments since 2023. He brings a decade of experience in financial services to his role, having held positions as an Investment Consultant at Fidelity Investments from 2022 to 2023, a Private Client Banker at JPMorgan Chase, N.A. from 2018 to 2022, and a Relationship Banker at JPMorgan Chase, N.A. from 2015 to 2018. His professional focus is on understanding clients' unique financial situations and partnering with them to build and implement comprehensive financial plans. Throughout his career, Patrick has worked closely with clients to provide ongoing support as their life circumstances and financial goals evolve. He relies on a breadth of knowledge accumulated over ten years to assist clients in their financial journeys. Outside of his professional work, Patrick has interests in fitness, gardening, parenthood, reading, running, and volunteering.

Khalekidan Melkamu is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has experience as a self-employed individual and with Uber. Outside of finance, he provides commentary as an independent contractor for a professional wrestling streaming service. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Juan Rangel Jr. is a financial advisor at Merrill based in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America and Chicago Marketing Inc. Outside of advising, he works as a delivery employee for Uber Eats and DoorDash. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Steve Lusietto is a financial advisor with Fidelity in Evanston, IL, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at Fidelity Investments, Robinhood, TD Ameritrade, and State Farm Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies, including roles involving model portfolio delivery and formal advisory services.