Moosa Rizvi is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at BMO Harris Financial Advisors, Inc. from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Christina De Giuseppe is a CFA® charterholder and holds a Series 63 license, with nine years of experience in the financial services industry. She has worked at UBS Asset Management for six years before joining UBS Financial Services in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to customize plans based on client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Lawrence Chaon is a CFP®-designated financial advisor with LPL Financial, based in Lisle, IL, and has 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Larry Chaon Ltd, a business he has run since 1981. Outside of advising, he spends most of his time on accounting and tax services for individuals and small businesses through Accounting & Tax Services Inc. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Tomio Nanto is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at LPL Financial since 2018 and previously at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Goldman is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of finance, Goldman serves as an ice hockey official and teaches platform tennis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and industry research to support its financial advice.

Rafael Rivadeneira is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients navigate changing market conditions and pursue their long-term goals. Rafael provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. His client expertise includes strategies for divorce transition planning, family wealth management, legacy planning, managing new wealth, retirement income, socially responsible and ESG investing, and supporting women and wealth. Rafael is also active in community service, participating in volunteer activities within the communities he serves. Rafael holds a bachelor's degree from the University of Southern California and has earned professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys baseball, cooking, dancing, fishing, music, spending time with his family, and traveling.

Taylor Lundstrom is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Raymond Lee. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct client plans and Corporate Financial Planning agreements.

Joseph Backlund is a financial advisor with J.P. Morgan Securities in Bolingbrook, IL, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior experience includes two years at Connor Group, alongside over a decade at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in the sale of sports collectibles through trade shows and online platforms. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Patrick Terrazzano is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds Series 63 and Series 65 licenses and is based in Hinsdale, IL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dimitris Panagopoulos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cetera since 2019 and Foresters Financial Services from 2018 to 2019. Outside of his advisory work, he performs bookkeeping duties for the Treasure for Illinois Fund of Careers in School Psychology. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party managers.

Loc Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Bash is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith and Norcomm Public Safety Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, and provides specialized planning services for clients meeting certain net-worth thresholds.

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning processes that focus on investment categories and strategies.

Robert Terrazzano is a financial advisor at Edward Jones in Hinsdale, IL, holding a Series 66 designation with experience spanning multiple roles at Edward Jones and BMO Harris Bank since 2016. His career includes five years at BMO Harris Bank and multiple engagements with Edward Jones starting in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, personal retirement planning, and values-based investing, including socially responsible and Environmental, Social, and Governance (ESG) investing. William and his team aim to provide personalized strategies and best-in-class services that simplify clients' financial lives, allowing them to focus on what matters most. With over two decades of experience, William helps clients develop tailored financial plans that incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. William earned his Bachelor's degree in Business Administration, majoring in Finance, from the University of Notre Dame. Outside of his professional work, William is active in his community. He participates in organizations such as the American Youth Soccer Organization, Chicago Wilderness Corporate Council, Horizons For Youth, and the One Earth Film Festival. Additionally, he serves on the executive board of AYSO Region 300 and the Declan Drumm Sullivan Foundation. William enjoys basketball, biking, boating, hiking, refereeing, soccer, swimming, traveling, and spending time with his family.

Michael Runge is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to develop financial plans.

Patrick Norwood is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He collaborates closely with clients, focusing on understanding their goals and ambitions through careful examination and thoughtful dialogue to achieve meaningful outcomes. Prior to his current role, Patrick served as a Financial Advisor at Merrill Lynch, Pierce, Fenner and Smith from 2019 to 2022. His earlier experience includes positions as Head Trader at Usonian Investments (2017-2019), Senior International Trader at Advisory Research (2014-2017), and International Equity Trader at William Blair and Company (2006-2014). Outside of his professional work, Patrick has interests in fitness, golf, parenthood, reading, running, and soccer.

Douglas Carr is a CFP® and ChFC® with 31 years of industry experience. He is currently with Cetera and previously worked at VOYA Financial Advisors. In addition to his advisory roles, he has operated as an independent insurance agent specializing in fixed insurance products for over three decades. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Brian Dombroski is a financial advisor with LPL Financial, holding Series 66 and Series 65 designations and over 22 years of industry experience. His prior experience includes roles at BMO Harris Financial Advisors and JP Morgan Securities Inc. There are no notable outside business activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Ulit is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he holds a real estate license in Wheaton, Illinois. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.