Terence Prokop 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 2023. Prior to this, he held positions at Westpoint/MassMutual Life Insurance Company and Denis Kelly/Wespoint/Mass Mutual, and has experience in education with Teach For America and local school districts. 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. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations within a non-discretionary framework.

Walter Cosmo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and the Metropolitan Life Insurance Company from 1994 to 2017, followed by positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related business activities through multiple agencies in Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Alexander Senyshyn is a CFP® with nine years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Private Advisor Group, Fidelity Investments, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Slowik is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993. His current tenure at Fidelity Investments began in 2025, following seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios constructed using systematic methodologies from a broad investable universe.

Sunita Malhotra is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Catherine Jones is a CFP® professional with 19 years of experience in financial advising. She is currently with Edelman Financial Engines and has worked within the Financial Engines and Edelman Financial Services organizations since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer both discretionary and non-discretionary investment management options.

Robert Bauer is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2021. His prior experience includes roles at EMRJ, LLC, Regal Holdings, Palatine Chamber of Commerce, and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Schultz is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 27 years. Schultz also owns a financial planning business operating as an LLC. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Sean Bradshaw is a CFP®-certified financial advisor with Edward Jones, based in Naperville, IL, and has 26 years of industry experience. He has worked with Edward Jones since 2008. Outside of his advisory role, he is a property owner involved in self-rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Colin Gleason is a financial advisor at Edward Jones with over 14 years of industry experience, including a lengthy tenure at Northern Trust. He holds a Series 66 designation and is based in St. Charles, Illinois. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

John Mullarkey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Mullarkey serves as a board member for The Reading League Illinois, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Kaunelis is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill since 2002. 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 plans, corporations, and charitable organizations.

Suzanne Florez Bonville is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. She has three years of industry experience and has worked at Thrivent Financial and related entities since 2022, with prior experience at Donohue Brown Mathewson & Smyth, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority.

Jordan Hennings is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. His previous roles include positions at Wintrust Financial, CUSD 200 Wheaton Warrenville South High School, and Firmatek LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Donna O'Brien is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 registrations and having 22 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 that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while delivering services primarily in an advisory capacity.

Chris Lindblad is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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 simulations.

Brian Vodvarka is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, relying mainly on model-driven strategies developed by unaffiliated asset managers.

Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Laura Toms is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wells Fargo Advisors, joining in 2023, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, she has ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network 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 solutions supported by proprietary research and tools, with planning engagements typically structured as discrete projects.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a due diligence process that combines quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and an ESG eligibility framework.