Sadys Ford is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2022. Outside of advisory work, Ford is involved in managing rental property in Bloomingdale, Illinois. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored planning and advisory programs.

Ashly Knight is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Primerica Advisors, Ashly worked at Fiducient Advisors and Ecolab. Outside of advisory work, Ashly is involved in the sale of home security and automation products through affiliated business activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Jocelin Paredes is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2018, previously employed by Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Martin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. Martin serves on the boards of Be Brave Buddies, a nonprofit distributing dolls and cards to children with cancer, and the Dan Gibbons Foundation, which works to feed the hungry in DuPage County, Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers bespoke portfolio management and financial planning services, utilizing a range of in-house and third-party investment solutions tailored to each client’s risk profile.

Timothy Werner is a financial advisor with Wells Fargo Clearing in Oak Brook, IL. He holds a Series 66 designation and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions. 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.

Frederick Schoenfeld II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with J.P. Morgan Securities since 2018, following prior roles at Axa Advisors and TIAA. 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 investment decisions.

Connor Quinlan is a Series 66-licensed financial advisor with Charles Schwab, based in Oak Brook, IL, and has eight years of industry experience. He has been with Charles Schwab Bank and Charles Schwab since 2017 and 2018, respectively. Prior to joining Schwab, he worked at Marcus & Millichap. Charles Schwab & Co., Inc. serves a large client base of 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 and discretionary investment management, utilizing multi-asset model portfolios and providing integrated brokerage, custody, and advisory services.

Michael Kusay is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial since 1994 and has operated Kusay Financial Services since 1986. In addition to his advisory work, he is involved in tax preparation and accounting services through related businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, serving both discretionary and non-discretionary client needs.

Jeff Nagle is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones before joining UBS Securities LLC and later UBS Financial Services Inc. in Oakbrook Terrace, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Ron Schwartz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding CFP®, Series 63, and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Milta Padilla is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017. Prior to that, she was employed by JPMorgan Chase Bank and JP Morgan Securities LLC for one year. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Manno Jr. is a CFP® professional with 22 years of industry experience, currently serving at OSAIC since 2024. He previously spent 16 years at Woodbury Financial Services. Outside of his advisory role, Manno is involved with The Manno Group, which provides sales and service of traditional insurance products, and he also serves as an IT liaison for Independent Advisors Group LLC, a partnership that manages office leasing for advisors. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Lester Koryczan is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked for 30 years at FSC Securities Corporation. Koryczan is a board member, treasurer, and investment committee member of the UCP Seguin Foundation, a nonprofit organization. He also operates a tax preparation practice and holds a notary public commission in Illinois. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct diversified portfolios that include various asset types.

Mark Stevenson is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and LPL Financial. Outside of his advisory role, he streams video games on Twitch as a non-commercial activity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types.

John Karakourtis is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, Wells Fargo, and PNC Bank. Outside of advising, he serves as secretary of a women’s retail clothing store and manages an LLC involved in horse racing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various investment programs, including those implemented by third-party managers.

Kyle Zake is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of advisory work, he owns Life Loyal Advisors, LLC, and is involved in various nonprofit organizations related to Illinois education administration. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to implement customized investment solutions.

Bruce Persky is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and 25 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Nancy Arango is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on connecting clients with financial plans and processes tailored to their unique ambitions, including college education planning, retirement income strategies, family wealth management, and employee benefits planning. Nancy brings expertise in areas such as divorce transition planning, corporate retirement plan services, and investment consulting for defined contribution and defined benefit plans. She holds professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nancy earned her Bachelor's Degree from Benedictine University. In addition to her professional work, Nancy is involved with various community organizations such as Honor Flight Chicago, Komens Cancer Organization, Open Arms Free Clinic, Peoples Resource Center, and Shield 23 Foundation.

Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Financial Network, The Huntington Investment Company, Fifth Third Securities, and Fifth Third 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Rimkus is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. Rimkus also has a business entity for tax and investment purposes and is involved in non-variable insurance activities. 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 comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.