Jeffrey Smiejek is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has held roles at Avantax Investment Services, Porte Brown Wealth Management, and 1st Global Advisors, among others. Outside of advising, he is a partner at Porte Brown LLC, where he manages staff and clients and leads the valuation and transition planning team. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Anthony Caracciolo is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families across various life stages to develop and implement tailored financial plans. He emphasizes ongoing discussions to align financial strategies with clients' unique goals. Anthony has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and comprehensive financial planning. Outside of his professional work, Anthony has interests in art, board games, golf, museums, snowboarding, and traveling.

Connor Schomig is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Milliken & Company and Kiefer USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Duane Luke is a financial advisor at Morgan Stanley with a Series 66 credential and over 30 years of industry experience. His prior work includes roles at Northern Trust, Discover Financial Services, and Capital One. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Wendy Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes over 20 years at The Prudential Insurance Company of America and Pruco Securities, with additional experience dating back to 1989 at Marc Jacobson & Associates. She also engages as a broker of medical and fixed insurance products. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach primarily using third-party portfolio strategists and provides financial planning, consulting, and access to various asset managers and wrap programs.

Hannah Bruskin is a financial advisor with LPL Financial in Lake Forest, IL. She holds a Series 66 designation and began her advisory career in 2025. Prior to joining LPL Financial, she worked at Deloitte Consulting for three years. 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.

James Rammel is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party advisory platforms.

Leonard Digate is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 52 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Leonard Digate Income Planning, and Walnut Street Advisers. He is also licensed as a non-variable insurance broker. 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, third-party asset management, and institutional platforms, with a broad network of over 22,800 advisors.

Bradley Peterson is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing eight years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, and it offers both retail and institutional solutions alongside additional services such as private funds and principal trading.

Matthew Pusateri is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, following prior roles at Merrill from 2004 to 2012. Outside of advising, he is involved with 8 Rope LLC, serving in a committee with management and supervisory functions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and capital markets services, using proprietary research and model-based asset allocations to tailor client strategies.

Nataliia Malysheva is a financial advisor at Merrill Lynch Wealth Management. She specializes in corporate benefits, executive compensation, family wealth management strategies, and individual and corporate investment strategies. Her mission is to transform financial complexity into clarity, confidence, and lasting wealth. Before joining Merrill Lynch, Nataliia held director-level positions at Mondelēz International and AB InBev, where she managed profit and loss, revenue strategy, and enterprise transformation across more than 15 global markets. Her core expertise includes financial strategy, profit and loss management, data-driven decision making, revenue growth, and enterprise transformation. She brings a unique perspective, having extensive experience understanding how business decisions, equity, and personal wealth intersect from the inside. Nataliia holds an MBA from the National University of Kyiv-Mohyla Academy and a master's degree from Lesya Ukrainka Volyn State University. She completed accredited certificate programs at the Kellogg School of Management and Vanderbilt University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nataliia is also engaged in community involvement as a mentor with Imerman Angels and is fluent in English, Ukrainian, and Russian.

Martha Naselli is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 1996 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is also a lead singer involved in musical entertainment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

John Thompson is the Senior Resident Director at Merrill, with professional experience dating back to 1985. He has served as a Senior Vice President and Wealth Management Advisor, specializing in providing financial strategies tailored to individual clients' goals and long-term growth. John leads a team that focuses on diverse and disciplined portfolio management, utilizing Model Portfolio Strategies to implement discretionary portfolio management on behalf of clients. John holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. He emphasizes helping clients understand and manage risk effectively across their financial portfolios. Residing in the Arlington Heights community with his family, John enjoys baseball, boxing, football, music, reading, running marathons, and spending time with his family. He values building long-term relationships with clients and providing clear, accessible guidance through different stages of their financial lives.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Frederick Phillips is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing guidance in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and portfolio management services. As a Senior Vice President – Wealth Management Advisor, he collaborates with clients to develop personalized financial strategies that align with their goals. Phillips holds a Bachelor's degree from Iowa State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes the importance of a disciplined investment process incorporating diversification and customized asset allocations to support long-term investment success. In addition to his professional work, Phillips serves as the Board Chair of Care For Friends and is involved with the Apalachia Service Project and the Church of the Holy Comforter. His personal interests include baseball, cooking, and golfing.

Brad Steinback is a financial advisor with Equitable Advisors in Northbrook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Outside of his advisory role, he is a partner in Infinity Strategic Partners, LLC, where he manages books, records, HR, and operations, and serves as an advisory board member for the Rhonda Abrams Legacy Impact Group. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lyle Berkson is a financial advisor with J.P. Morgan Securities in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and UBS Financial Services. Outside of his advisory role, Berkson is involved in a residential real estate business on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice and customized reporting, with a focus on model asset allocations and risk management.

Kenneth Busch is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Edward Jones and several other firms. He has also been involved in independent insurance brokering, focusing on whole life insurance. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Daniel Pantoja is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within J.P. Morgan’s affiliated entities since 2019, as well as prior experience at BMO Bank and other organizations. Outside of finance, he has experience with TAO Hospitality Group and Dreamon Education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm applies a research-driven approach supported by both quantitative and qualitative due diligence and maintains broader derivatives and commodities capabilities compared with many institutional advisors.

Faye Johnson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial and Ameriprise Financial Services, Inc. prior to joining Cetera. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.