Daniel Boszhardt is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as Board President and Trustee on the executive committee of Lawrence Hall Youth Services, a nonprofit focused on youth, where he participates in strategic and financial decision-making. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Madyson Dublo is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior work includes roles at Transwestern Commercial Services and Triumph Construction Services, along with academic experience at the University of Alabama. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a research-driven investment approach, serving a broad client base through both direct and employer-sponsored financial planning agreements.

Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Mamta Shah is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. The firm provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Morgan Stanley Wealth Management employs a structured planning process using firm-approved tools and offers its services under various agreements, including corporate financial planning.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. 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, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Donald Winger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and previously worked at The Mather Group for one year. Before entering finance, he spent six years in education at Northwood Middle School and Highland Park High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with services including portfolio management, financial planning, and brokerage.

James Konfrst is a financial advisor at Morgan Stanley based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley, his background includes roles at Total Quality Logistics and Kinseth Hospitality Companies. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Amanda Fatigati is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside finance, she has experience working in animal-related businesses such as Hill Chester Animal Hospital and The Dog District. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

Scott Selfa is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, with prior experience at LPL Financial and Influential. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

George Antonopoulos is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior roles include positions at The Family Wealth Alliance and Waterway Carwash. He attended DePaul University from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Caden Blazing is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Chungdahm Academy and the Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas. The firm combines goal-based analyses with managed-account options while maintaining planning and portfolio management as separate services.

David Koldras is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his deceased mother’s trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

James Michel is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He is also a trustee for his parents, a role he has held since 2007. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and integrates research and analytics to support its diversified investment approach.

Andrew Ariens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has worked at the related entity Cambridge Investment Research, Inc. since 2013. Ariens serves as a board member of the Western Springs Business Association and is a commissioner on the Western Springs Economic Development Committee. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, with proprietary model strategies under the Founders Gate Capital brand.

Ronald Lambke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, including a broader range of investment products such as insurance-related vehicles and bank deposit sweep options.

Artemio Herrera Jr. is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 securities registrations. His prior experience includes roles at Morgan Stanley and the State of Illinois. Outside of his advisory work, he is a landlord managing a rental property in Chicago. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Andrew Rothstein is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques.

Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 12 years with Waddell & Reed, Inc. Driscoll is also involved with Driscoll Strategies and One For The Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and research resources.

Jacob Cate is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He previously worked at Masus Financial Group, Ltd. from 2015 to 2019 before continuing with LPL Financial since 2014. Outside of his advisory work, Cate has a partial ownership interest in an insurance agency based in Downers Grove. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research tools and multiple investment platforms.

Vincent Nardone is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Morgan Stanley in Chicago, having previously worked at William Blair and as a self-employed advisor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.