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 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is involved in tax preparation and accounting services through Antioho Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.

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 Wealth, Inc. based in Downers Grove, Illinois. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2002, he has served as Managing Director of The Mortgage Store Co., a residential mortgage brokerage. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

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 and holds Series 65 and Series 66 credentials. He has 20 years of industry experience and previously worked at firms including Cetera and Raymond James Financial Services. 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 various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing a range of management approaches and research resources.

Jack Glenn is a Series 66-registered financial advisor with Edward Jones in Clarendon Hills, IL. He has been with Edward Jones since 2024 and holds prior experience in various roles related to education and golf organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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 with Equitable Advisors and holds a Series 66 designation. He began his advisory role at Equitable Advisors in 2026 and has prior work experience in construction, electronics, and at the University of Dayton. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Heather Henderson is a financial advisor at Edward Jones in Lisle, IL, holding a Series 66 credential with three years of industry experience. Prior to her current role, she worked for the American Society of Composers, Authors and Publishers for eight years. She is also involved with AmSpirit Business Connections, where she assists local networking chapters in growing their membership. 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 investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Beth O’Malley is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and with 17 years of industry experience. Her prior roles include positions at Triwealth Partners LLC and several financial services firms dating back to 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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 with 37 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Outside of his advisory work, he owns William H. Brower, P.C., a bookkeeping and tax preparation business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk assessments, and third-party platforms to construct and manage portfolios.

John Spillane is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Spillane teaches investment classes at Oakton Community College and the University of Illinois Chicago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Daniel Armstrong is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management, where he has served clients since 1987. He focuses his practice on family wealth management strategies, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Dan works closely with clients and their families to develop personalized financial strategies, drawing on his ability to translate complex financial matters into clear, actionable plans. He emphasizes a family service model and supports multiple generations, including families with special needs children. Dan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of South Dakota. As a Senior Portfolio Manager, he manages discretionary personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Dan enjoys boating, baseball, and cooking. He has competed over 20 times in the Chicago-to-Mackinac sailboat race on Lake Michigan. Dan and his wife reside in Lemont, Illinois, where they follow their teenage son’s travel baseball activities.

Gerardo Silva is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in providing tailored financial plans to clients and their families, focusing on wealth growth, preservation, and distribution. Prior to his current role, Gerardo worked as a Financial Advisor at Edward Jones from 2018 to 2021. He collaborates with a team of professionals to support clients throughout their financial planning process. Outside of his professional work, Gerardo has personal interests that include the beach, cars, pets, soccer, and traveling.