Grace Stoddard is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she collaborates with clients and their Financial Consultants to support holistic financial planning aimed at meeting clients' financial goals. Grace emphasizes the importance of developing close, trusting relationships with clients. Her career at Fidelity Investments began in 2022 as a Launch Associate, followed by roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This progression demonstrates her growing experience within the firm and her commitment to client-focused financial services.

Michael McNeily is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Stone House Investors LLC, an entity established for a convertible debt investment in Posterity Health, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Ryan Shanley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including tenure with its predecessor, Axa Advisors. Outside of his advisory role, Shanley serves on the LaGrange Memorial Community Foundation board and the St. Francis Xavier School advisory board. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management services. The firm relies on a range of third-party program sponsors and model managers, providing solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cameron Wheeler is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Charles Schwab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.

Jeffrey Babik 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, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Garneth Ramos is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 5 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Russell Smith is a financial advisor with Ameriprise in Burr Ridge, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 20 years before joining Ameriprise in 2022. Outside of his advisory role, he serves as a Village Trustee for Burr Ridge. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendation tools to support personalized retirement planning.

Mario Bear is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, PNC Bank, FIFTH THIRD SECURITIES, and JPMorgan Chase Bank. Outside of his advisory role, Bear is involved with FinBe USA, where he promotes the company’s services to automotive dealerships. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance product sales.

Leah Baker is a CFP® with 10 years of experience and is currently an advisor at Raymond James & Associates in Oakbrook Terrace, IL. She has been with the firm since 2016. Outside of her advisory role, she is the owner and manager of Middlebury Properties LLC, a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and affiliated research.

Amber Harris is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Cetera since 2018 and previously spent 15 years at Invest Financial Corp and over two decades at Maquette Bank. Outside of her advisory role, she sells dry nail polish sets and owns a business making and selling handmade jewelry and accessories. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Matthew Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is a co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services primarily to individual clients rather than institutional or pension-plan investors.

Munther Abdallah is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Obrien is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2017, he worked at J.P. Morgan Securities for one year. Obrien is also a director of a family office through JPB Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from various sources.

Mark Wielinga is a financial advisor with Stifel in Orland Park, Illinois, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at RBC Capital Markets Corporation from 2008 to 2017. Outside of his advisory role, he is involved in farming activities. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Clayton Dixon is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Goldstone Financial Group, Edward Jones, and E*TRADE Securities. Outside the financial industry, he has experience in hospitality and food service, having worked at Manor Vail Lodge, Maggiano's Little Italy, and Daily Eats. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Thomas Wells is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of advising, Wells serves on the finance committee of the Institute for Community at Highpoint, providing consultation on financial health and fundraising procedures. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers, focusing on personalized risk assessment and tailored program models without sponsoring its own wrap fee program.

Connor Ebert is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at University of Iowa Healthcare, Old Second National Bank, and Lisle Park District. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on both firm-offered programs and third-party asset managers.

Brian Kenney is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 13 years at UBS Financial Services. Outside of his advisory role, he is a partner at RAKK Partners LLC, a real estate business based in Northbrook, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-partnered financial plans.

Alexander Kubiak is a financial advisor with Cetera based in Orland Park, IL, holding a Series 66 designation and five years of industry experience. He has held roles at firms including PricewaterhouseCoopers and Antares Capital, and currently owns and operates Kubiak Wealth Partners, LLC, and Kubiak Wealth Management. In addition to his advisory work, he serves as a CPA providing tax and bookkeeping services through Kubiak and Kubiak CPAs Limited. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, diverse program options, and access to both affiliated and third-party managers.