Kevin Mott is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 advisors.

Alex Papadopoulos is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lpl Insurance Associates, IHT Wealth Management LLC, and LPL Financial. Outside of his advisory role, he is the owner of Xemati LLC, a business focused on creative content related to Greek culture. Osaic Wealth Inc serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Michael Boutsikakis is a financial advisor at Edward Jones in Wilmette, IL, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Edward Jones, he has worked in roles outside the financial industry, including at Continuum Clinical and Al Piemonte Ford, and spent a decade in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Heather Pateros is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its advisory services.

Daniel Sano is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, as well as at JPMorgan Chase Bank, N.A. since 2005. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lisa Somlo is a financial advisor at Merrill with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank, Wells Fargo, and Northwestern Mutual Investment Services. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Mclaughlin is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in Deerfield, IL. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade within the Wells Fargo organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations based on proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Peter Dubois is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various capacities since 2009, including the Private Bank since 2015. He serves on the Investment Committee of North Shore Congregation Israel, a nonprofit organization based in Glencoe, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Marvin Heiman is a financial advisor with LPL Financial in Deerfield, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked at Sussex Financial Group, Inc. since 1986 and joined LPL Financial in 2024. 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 with discretionary and non-discretionary management, supported by research and model portfolios.

Julia Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer and investment adviser registrations, offering a range of advisory and brokerage services.

Louis Gottlieb is a financial advisor at Osaic with 28 years of industry experience. He holds a Series 66 credential and has been with Osaic since 2007. In addition to his advisory role, Gottlieb is a partner at Gottlieb Advisory Group, LLC, where he assists clients with life insurance, long-term care, and annuity services. He also serves as Secretary of The Delaware Valley Fairness Project, a nonprofit focused on advancing equality, education, and support for disadvantaged populations. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various investment types and account management styles.

Matthew Goldhaber is a financial advisor with Fisher Investments in Lake Forest, IL. He holds a Series 66 designation and has 20 years of industry experience, including 19 years with Fisher Investments. Outside of his advisory role, he serves as a member of the Board of Trustees for Temple Am Shalom, a religious organization. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical and tax-aware strategies.

Kristie Manheim is a Series 66-licensed financial advisor at Merrill with 24 years of industry experience. She previously worked at Merrill Lynch for 20 years and RBC Capital Markets for one year before joining Merrill in 2022. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kathy Borkovec is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005 and 2006, respectively. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and centralized operational systems.

Aruna Sriram is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. She holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Stephen Lerner is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at OSAIC since 2025 and previously spent nine years at Lincoln Financial Advisors. Outside of his advisory role, Lerner is involved with The Next Level Planning Group as a financial planner, supporting senior planners and assisting with financial plan preparation for high-net-worth clients. OSAIC serves a diverse client base including individuals, institutional investors, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Grant Hardy is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, his work history includes roles at Intertek, Amazon, and Kentwood Public Schools, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Jonathan Laven is a Series 66-licensed financial advisor with Equitable Advisors in Northbrook, IL, where he has worked since 2003, accumulating 22 years of industry experience. Prior to Equitable Advisors, he was affiliated with Axa Advisors, LLC. He serves on the board of directors for the Zacharias Sexual Abuse Center, advising the organization on supporting survivors of abuse. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Maja Sobolewska is a financial advisor with LPL Enterprise, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Equitable Advisors, Axa Advisors LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. She also sells health insurance through Blue Cross Blue Shield on a part-time basis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that combines adviser programs with insurance and lending solutions.

Frank Difino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2007. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and ESG eligibility processes.