Michael Haefliger is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models outcomes without providing individual security recommendations as part of standalone plans.

Richard Andersen is a financial advisor at Robert W. Baird & Co. in Chicago, IL, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of investment strategies ranging from traditional allocations to complex, non-traditional approaches.

Michael Simone is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses with 29 years of industry experience. He previously worked at UBS Financial Services, Inc. for 14 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment solutions including relationships with investment companies, private funds, and affiliated commodity pool operations.

Bryan Lasday is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He is based in Chicago, IL. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes without providing individual security recommendations as part of standalone plans.

Steven Swingler is a CFP® with five years of industry experience, currently advising clients through Cetera. His prior roles include positions at The Vanguard Group, Polaris Ventures, and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a large nationwide network of independent advisors.

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Fsc Securities Corp from 2015 to 2019. Wall also has experience in independent fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by in-house and third-party research and technology solutions.

Richard Owen is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling in its financial planning process.

Larry Loving is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Protective Life and Waddell & Reed, Inc. In addition to his advisory work, he has maintained activities as an insurance agent focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. 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.

Chester Gorski III is a financial advisor at Charles Schwab with eight years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Taylor University from 2013 to 2017. He holds the Series 63 and Series 66 designations and is based in Chicago, IL. Charles Schwab serves 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

James Meixner is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Robert W. Baird & Co. since 2011. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Jonathan Berry is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Martin Durkan III is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory roles, Durkan was employed by Interactive Brokers LLC and the City of Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform supporting various investment strategies and program structures.

Eliah Najjar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Edward Novak is a financial advisor at Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at B. Riley Wealth Management and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs through a structured process that incorporates firm-approved tools and market models.

Enailah Shaw is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Waddell & Reed, Inc. and United Investors Life Insurance Company. Outside of her advisory work, she serves as a marketing consultant for a nail salon and is the managing partner of D.D.E. Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both in-house and third-party providers.

Beau Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, 63, and 65 licenses and has worked previously at U.S. Bancorp Investments, BMO Harris Financial Advisors, and BMO Harris Bank. In addition to his advisory work, he is an owner and partner of The Chimney Hospitality LLC, an entertainment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Brian Bennett is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2019 and previously operated a sole proprietorship from 2008 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and modeling without individual security recommendations as part of standalone plans.

Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Brenda Kwiatkowski is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with a real estate referral network called Referral Alliance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning processes and advanced modeling tools.

Donald Sharko is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2022, he worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC for 11 years. He is also involved in selling fixed annuities as part of a non-variable insurance business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.