Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jill Matesic is a financial advisor at Charles Schwab with 23 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. Outside of her advisory role, she is a part owner of a restaurant in Evanston, Illinois. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Dexter Reese is a Series 66-licensed financial advisor with UBS Financial Services in Northbrook, IL, where he has worked since 2015. He has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Paula Campian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, she worked at BMO Bank NA for seven years and Citibank for three years. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio management options and technology tools to support client investment decisions.

Brian Crary is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 supported by multi-asset model portfolios and centralized operational capabilities.

Matthew Garrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Robert W. Baird for 10 years before joining Wells Fargo Clearing in 2021. Outside of his advisory role, he has ownership interests in several investment-related entities, including a Chicago Board of Trade membership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Adam Stone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Robert Mitchell is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and tastyfx LLC. Outside of his advisory roles, he spent eight years at Edgewood Valley Country Club. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, using in-house and third-party managers.

Barry Steinberg is a financial advisor with Cetera in Deerfield, IL, holding Series 63 and Series 65 licenses and over 27 years in the industry. He has been with Cetera since 2004 and also runs a tax and accounting practice, Abrams & Steinberg, P.C., where he is a 50% owner and manages tax matters including IRS representation. Steinberg has operated Steinberg & Associates Wealth Management since 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm employs a multi-manager platform offering various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jonathan Ryder is a Series 66-licensed financial advisor with Edward Jones in Glenview, IL, where he has worked since 2013. He has 13 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Eric Marzinke is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Transamerica Financial Advisors, and Equitable Advisors. He serves as President of ProMark Investments, Inc., and is the presider of the Board of Directors for the Palatine Chamber of Commerce. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.

Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven Deer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, Deer serves as a notary public for Equitable and its network business. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and maintaining a fiduciary focus for qualified plans.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.

David Joseph is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade, and Fidelity Brokerage Services. Outside of his advisory role, he owns Joseph Insurance Group, which focuses on life and health insurance sales. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm combines non-discretionary and discretionary investment approaches within a large integrated platform, offering advisory, brokerage, custody, and cash-sweep services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Eric Atkins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2002, following two years at Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process that combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Artur Wieczorek is a Series 66-licensed financial advisor with Merrill, based in Mount Prospect, IL, with nine years of industry experience. He has been with Merrill and its affiliate Bank of America since 2014. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacy Sachs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has worked at Cambridge Investment Research since 2007 and previously at Securian Financial Services from 2001 to 2007. Outside of her advisory role, Sachs is an owner and independent insurance agent at SL Sachs Financial Services Ltd. and serves on the Planned Giving Committee for Congregation Beth Judea. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.