Matthew Kooperman is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. He serves as a trustee and agent of record for his parents in an outside insurance business. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels to implement client recommendations.

Robert Bulman is a financial advisor at LPL Financial in Glencoe, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and E*Trade Securities. Outside of finance, he has been involved with Vape Market LLC and related ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.

Dipo Folami is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1982. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

Leonard Metzl is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been associated with Cetera and related entities since 1988 and operates Metzl Financial Services since 2017. Outside of his advisory work, he serves as director and treasurer of the Go Club Foundation, a nonprofit educational organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multiple program structures and a multi-manager platform.

Martin Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2014. He previously operated Level Four Advisory Services and maintains a CPA practice specializing in tax preparation and accounting services. Friedman also functions as an insurance broker and provides consulting services in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and technology-driven portfolio management solutions.

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 the Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Fifth Third Securities, and FIFTH THIRD BANK/MB Financial. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying 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. He worked at Wayne Hummer Investments for 22 years prior to joining LPL Financial in 2025. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Emily Mohr is an associate financial advisor with Ameriprise in Chicago, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Ameriprise, she worked at Fidelity Investments and has experience in various roles including municipal positions and small business employment. She is also employed by Creative Wealth Group. 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 retirement-income planning advice through a written Recommendation Report and ongoing annual updates.

David Chang is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Outside of his advisory role, Chang is involved in performance arts and photography as the owner and partner of Branzino Boys LLC and No Ceilings Agency LLC, respectively, and also works as a freelance portrait photographer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 financial advisor with LPL Financial based in Wilmette, Illinois. He holds the Series 66 designation and has 15 years of industry experience, having been with LPL Financial since 2010. His outside business activity includes operating under the DBA Beacon Financial Services, Inc. in Chicago. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and 529 account management, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Benjamin Merrill is a CFP®-designated financial advisor with seven years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors and The Next Level Planning Group, where he also serves as Director of Operations. Outside of his advisory role, he provides executive coaching and leads a forum for Christian CEOs and executives through his own leadership development company. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services supported by firm-provided tools and multiple third-party platforms. The firm’s complex corporate structure includes various mergers and private-equity ownership, with a wide array of investment solutions and advisory programs.

Kathleen O'Sullivan is a financial advisor with Edward Jones in Northbrook, IL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Scripps Networks Interactive from 2010 to 2016. 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 options supported by a nationwide network of more than 23,700 financial advisors.

James Stanton is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Arthur J. Gallagher & Co., Thompson Flanagan, and Primerica Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Melanie Anderson is a CFP® and ChFC® with 37 years of experience in the financial services industry. She is currently an advisor at LPL Financial and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and SSN Advisory, Inc. Outside of her advisory role, she owns and operates Couch Audio LLC, a podcast audio production company. 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 brokerage services supported by proprietary and third-party research and employs various investment strategies, including discretionary and non-discretionary management.

Domenick Costantini is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA, since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

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.