Matthew Purmal is a Financial Consultant at Fidelity Investments, where he collaborates with clients to design personalized retirement and financial strategies aligned with their goals. He focuses on individual risk tolerance and long-term objectives to develop approaches aimed at achieving financial confidence. Utilizing advanced technology and the support of a dedicated team, Matthew provides current and comprehensive insights to assist clients in making informed decisions. Matthew's professional experience includes roles at Fidelity Investments since 2023, initially as a Planning Consultant before becoming a Financial Consultant in 2025. Prior to that, he worked at Edward Jones from 2018 to 2023 in various capacities, including Financial Advisor, Client Transition Specialist, and Financial Advisor Career Development. Outside of his professional work, Matthew enjoys boating, fishing, fitness, hiking, outdoor adventures, and skiing.

Edward Hungler is a Certified Financial Planner (CFP®) affiliated with Edelman Financial Engines, with 24 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. He serves as a trustee for the Robert S. Saalfield III Estate and Trust and is a volunteer board member and Long Term Planning Chair at North Shore Country Club. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner guidance and online tools. The firm manages diversified portfolios with a long-term focus and serves approximately 477,000 clients with a range of advisory solutions, including unique product exposures such as direct-indexing and alternative private funds.

Morton A Hart is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Evan Parry is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, following prior roles at Charles Schwab and Morgan Stanley. 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 with client-directed decision-making.

Janice Kass is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Kass And Moses PC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Karina Munji is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. She has been with various Cetera entities since 2015 and previously worked at Vijay Thakkar and Associates Ltd. Outside of finance, she works as a freelance audio transcriber for multiple companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Tracy Miller is a financial advisor with LPL Financial and holds a Series 66 designation. Miller has 11 years of industry experience, with prior roles at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and technology tools.

Katarzyna Cudzich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent seven years at Jane's Hallmark. 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.

Benjamin Miller is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2024. Prior to joining Raymond James, he was with UBS Financial Services Inc for 15 years. He is an officer involved in neighborhood management for The Preserve at Long Grove. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by proprietary research and a range of portfolio management styles.

Donna Mijatovic is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at UBS Financial Services since 2024 and previously spent 24 years with Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Ellen Tippow is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Capital One and Synchrony Financial. Tippow is a co-owner of PaxCo LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Christopher Stanphill is a financial advisor at Equitable Advisors with 27 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Equitable Advisors since 1999, including during its affiliation with AXA Advisors. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver tailored investment solutions.

Nirdesh Patel is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Outside of his advisory role, he is involved as an agent with Dynasty Retirement and Financial Services, focusing on fixed annuities and non-variable insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization tools and offers a range of brokerage and advisory services through a multi-advisor platform.

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 with Osaic Wealth Inc. in Evanston, IL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has previously worked at LPL Financial, Merrill, Banc of America Investment Services, and LaSalle Financial Services. Outside of his advisory role, he is the owner of Xemati LLC, a business focused on creating website content related to Greek culture. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization.

Michael Boutsikakis is a financial advisor at Edward Jones in Wilmette, IL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles outside of finance, such as at Continuum Clinical and Al Piemonte Ford, as well as a decade in full-time education. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management solutions 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.

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 four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following a 17-year tenure at JPMorgan Chase Bank, N.A. 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. The firm’s advisory process blends quantitative screening with qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment management entities.

Lisa Somlo is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Outside of her advisory role, she serves as a trustee for a spouse investment-related matter. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Mclaughlin is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2016, currently based in Deerfield, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored client recommendations.