Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Liam Hansen is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His prior experience includes six years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as treasurer for Word of the Truth Ministries and is the owner of Hansen Reserve Honey Co., a honey sales business. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Nathan Nelson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Scottrade, TD Ameritrade, and Charles Schwab. Outside of his advisory role, he serves as a trustee and estate executor for a family trust. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach combines non-discretionary client guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven alternative investments.

William O'Brien Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is a co-owner of a car fabrication business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market models.

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

David Antioho is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time with Horter Investment Management and J. W. Cole Advisors. Outside of his advisory role, he is involved in tax preparation and accounting services through Antioho Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced research tools and a broad spectrum of non-advisory financial activities.

Scott Wertz is a financial advisor with Ameriprise in Winfield, IL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Citigroup Global Markets, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The service uses a centralized team and combines internal research with third-party data and algorithmic tools to support asset allocation and withdrawal strategy decisions.

Alan Nastali Jr. is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been associated with Cetera and its affiliates since 1998. His career also includes managing Nastali Financial Services, Ltd. since 2012 and involvement with Spring Align, an automotive repair business. Outside of advisory roles, he is engaged in various insurance sales including health, disability, property and casualty, as well as collectibles insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Michael Ruffalo is a financial advisor with OSAIC based in Downers Grove, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Royal Alliance since 2014 and serves as Managing Director of The Mortgage Store Co., a residential mortgage brokerage. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation and portfolio optimization.

Kenneth Pesavento is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has been with Merrill since 1972 and also has experience at Bank of America, where he has worked since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roy Cook Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Dugan & Lopatka Wealth Management, Cetera, Raymond James Financial Services, and SAGE Private Wealth Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and resources.

Jack Glenn is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience related to the University of Iowa and the Illinois Junior Golf Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Dominica Katsoudas is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley, she held various roles in healthcare marketing and academic institutions, including positions at Klick Health, Eversania Intouch, and Northwestern University Feinberg School of Medicine. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Theresa Shivers is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Advisors since 2022 and at Primerica Financial Services since 2021. Prior to her financial career, she spent 28 years at Menards Inc. Outside of her advisory role, she is involved in sales of investment-related products and also receives compensation from affiliated companies for loan product sales and referrals related to home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Benjamin Lally is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at Richardson Electronics and McCormick Construction & Development, as well as time at the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

Beth O'Malley is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2021 and was previously affiliated with Triwealth Partners LLC, William Cartwright, Patricia Marusarz, Ronald Barton, and Waddell & Reed, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and asset management solutions.

Zachary Berg is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank and Newpoint Advisors Corporation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved tools and methodologies to support their financial planning process.

Domenico Capezzuto is a financial advisor at Merrill Lynch Wealth Management. He builds personalized investment strategies for families and successful industry professionals, focusing on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Domenico draws from his passion for finance, which developed from a young age, and his family's experience with consistent saving and investing across generations. This background has shaped his approach to guiding clients through important financial decisions and helping them feel confident about their financial future. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Aurora University and is a member of the Chicagoland Italian American Charitable Organization. Outside of work, Domenico enjoys fishing, golfing, soccer, spending time with his family, table tennis, traveling, and watching movies.

William Brower is a financial advisor at Osaic Wealth with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Osaic since 2024. Prior to this, he spent over two decades at Securities America Advisors, Inc. and maintains ownership of William H. Brower, P.C., a bookkeeping and tax preparation business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party money manager programs.

Brett Sherpan is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has previously worked at Chicago Oakbrook Financial Group, Commonwealth Financial Network, and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is the owner of BSWM, Inc., a private entity established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools that illustrate potential outcomes and supports implementation through various advisory programs.