Michael Cardella is a financial advisor at Edward Jones in Niles, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Adam Jurs State Farm for one year. Outside of his advisory role, he has worked as a server and cook at Harp and Fiddle, a restaurant in Park Ridge, IL. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Bochniak is a financial advisor with Merrill in Lake Forest, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America and AXA Advisors. Outside of his advisory work, he participates as a test subject in a Phase III clinical trial for an experimental drug. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kevin Fine is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016 and previously spent 18 years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Miyoung Yook is a financial advisor with Ameriprise in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she lectures at Purdue University and participates in activities with the Korean Cultural Center of Chicago. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with substantial investable assets. The firm combines proprietary research and modeling with personalized recommendations, emphasizing managed accounts and incorporating algorithmic tools overseen by an internal committee.

Alan Nadolna is a financial advisor at Cetera with over 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at LaSalle St. Securities, LPL Financial, and The Associates Group, where he is also the owner and president. Nadolna serves as board president of Keystone Alliance, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial advisory services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through various program structures and custodial relationships.

Sebastian Samudio is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their financial situations and introduce them to suitable solutions available through Merrill and Bank of America. Sebastian specializes in assisting clients with managing various financial priorities such as home purchasing, college savings, eldercare, and healthcare preparation. As a Merrill Financial Solutions Advisor, he works one-on-one with clients to define their financial goals and select portfolio strategies designed to achieve them. He provides ongoing advice and adapts client portfolios in response to changing circumstances. He holds a Bachelor's Degree from Dominican University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Sebastian communicates effectively in both English and Spanish.

Susan Yore is a Series 66-licensed financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2022 and previously spent 11 years at Bank of America, N.A. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kyle Mitchell is a financial advisor with Cambridge Investment Research Advisors in Chicago, IL, holding a Series 66 designation and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011. Outside of his advisory role, Mitchell serves as a lifeguard trainer for the Hinsdale Community Swimming Pool, where he trains and certifies lifeguards. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Micah Nathan is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to support tailored recommendations.

Mary Boesen is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and two years of industry experience. Her background includes roles at JPMorgan Chase Bank, the States Attorney's Office, and Golub Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with implementation supported by affiliated investment-management entities.

John Barrett is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has held various positions in sectors including education and transportation. Barrett is also a business owner of Dolor, a non-investment-related enterprise based in Chicago. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, alongside access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Lindsey Rogosich is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She has been with Fidelity Investments since 2007, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Wells Fargo Advantage Funds from 2005 to 2007 and as an Investment Consultant at Strong Funds from 2003 to 2005. With over 20 years of industry experience, Lindsey helps clients work toward their long-term financial goals through planning and allocation of their assets. She employs a straightforward approach to assist clients in making their assets work effectively for them.

Dimitry Neyzelman is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His background includes roles at Chegg Inc and Discover Financial Services, as well as a period of self-employed consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hamza Akram is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and maintains a concurrent relationship with JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, including ESG considerations, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Michele Aspan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory role, she manages funds for her son's music business through AFTERSCHOOL LLC and serves as a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth thresholds and integrates advisory services with other financial product offerings.

Thomas Kedzie is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Lincoln Financial Advisors for 23 years. In addition to his advisory role, he owns and operates RetireWell LLC, through which he offers fixed insurance products including health insurance and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation and portfolio optimization, offering both discretionary and advisor-managed strategies across a comprehensive range of financial planning and investment programs.

John Ryan is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, following nine years at Equitable Financial & Life Insurance Co. and Equitable Advisors. 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 and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, with an ESG eligibility framework incorporated into recommendations.

Nineve Benjamin is a financial advisor with J.P. Morgan Securities in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Her prior work includes roles at II BN, LLC and Uboz Logistics, LLC. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Elizabeth Tucker is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a licensed paraplanner assisting another Ameriprise advisor with trade placement, customer service, and practice organization projects. Ameriprise serves individuals approaching or in retirement, particularly those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adriana Edwards is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.