Weston Payne is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at the University of Chicago, Preqin Inc., and Republic Bank & Trust Corporate Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawal methods.

Matthew Kooperman is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 14 years of industry experience with previous roles at Ameriprise Financial Services, Edward Jones, and Morgan Stanley. Outside of his advisory work, he serves as a trustee and agent of record for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm utilizes third-party program sponsors and offers a range of investment options, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Dipo Folami is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation support from affiliated investment management entities.

George Miller is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 27-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a variety of investment and financial planning services without providing individual security recommendations as part of standalone plans.

Frederick Fox is a financial advisor at Merrill with Series 63 and Series 65 designations and 54 years of industry experience. He has been with Merrill since 1977 and has also worked at Bank of America, NA since 2009. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2014 and previously spent 17 years at New England Securities. In addition to his advisory role, Friedman maintains a CPA practice focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an investment approach that incorporates discretionary and non-discretionary strategies supported by advanced research tools.

Benjamin Drescher is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with UBS since 2018. Prior to his current role, he worked at One Off Hospitality Group for two years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform of investment, custody, and capital markets solutions.

Milan Patel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Fifth Third Securities and FIFTH THIRD BANK/MB Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, and incorporates an ESG eligibility framework in its recommendations.

David Bruskin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2025, he worked for 22 years at Wayne Hummer Investments and spent two years at A. G. Edwards & Sons, Inc. 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, and institutional platforms, supporting advisors with research tools and various investment strategies.

Emily Mohr is an associate financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Fidelity Investments and has experience in local government roles in Durham and Raleigh. Outside of finance, she has held various roles in small businesses including a bar and grill as well as an aquatics company. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through a structured Recommendation Report and ongoing advice. The firm’s approach combines internal investment research with third-party data and algorithmic tools, supporting non-discretionary implementation aligned with client goals.

David Chang is a financial advisor at J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also employed by JPMorgan Chase Bank, N.A. since 2010. Outside of his financial career, Chang owns and manages two businesses related to the arts: a performance arts LLC and a freelance photography agency. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Zen Phillpotts is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Zen held positions at Loop Capital Markets, Banneker Partners, Volition Capital, and Otis Worldwide. Outside of finance, Zen has experience working with Sugar Fixe Patisserie and Oak Park River Forest. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, pension plans, and charitable organizations.

Paul Stepankovskiy is a financial advisor with UBS Financial Services in Northbrook, Illinois, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he served on the endowment investment committee of B'Nai Jehoshua Congregation, advising on asset allocation and investment decisions for the community's endowment funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Sean Rosean is a Series 66-licensed financial advisor with LPL Financial in Wilmette, IL, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he operates Beacon Financial Services, Inc. as a DBA. 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 financial planning, asset management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and various investment strategies.

Benjamin Merrill is a financial advisor with Osaic Wealth, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Lincoln Financial Advisors and The Next Level Planning Group, where he continues as Director of Operations. Merrill also leads a forum for Christian CEOs and executives as part of his executive coaching business, Merrill Leadership Development, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by discretionary and third-party managed strategies.

Kathleen O'Sullivan is a Series 66 licensed financial advisor with Edward Jones in Northbrook, Illinois. She has nine years of industry experience, including ten years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James Stanton is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank in Wilmette, IL, having previously worked at firms including Arthur J. Gallagher & Co., Thompson Flanagan, Primerica Financial Services, GSI, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and utilizes a range of eligible strategies, including those with an ESG framework.

Melanie Anderson is a financial advisor with LPL Financial who holds the CFP® and ChFC® designations and has 37 years of industry experience. Her prior roles include positions at Securities America Advisors, SSN Advisory, and Northwestern Mutual Investment Management. Outside of advisory work, she is involved in podcast audio production through Couch Audio LLC. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Domenick Costantini is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA since 2004. 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 framework. Their advisory process incorporates centralized due diligence, combining quantitative and qualitative research with forward-looking capital market assumptions.

Thomas Jones is a financial advisor with Merrill in Northbrook, IL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Bank of America N.A. since 2020 and Merrill since 2019, with previous employment at the University of Wisconsin - Parkside and a small business, I94 RV. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional accounts, integrating internal and third-party management teams.