Theodore Govedarica is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Danielle Prigge is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. 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 tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

Martha Goodman is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 11 years of industry experience. Her prior work history includes roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

William Zurek is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Securities America Advisors, Securities America Inc, and Community State Bank prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms using a variety of asset-allocation and portfolio management tools.

Krupali Patel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lawrence Grzybek is a financial advisor with Edward Jones in Crystal Lake, Illinois, holding the CFP®, ChFC®, and Series 66 designations. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Lammers is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. 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 wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Nico Paoletti is a financial advisor with J.P. Morgan Securities in Schaumburg, IL, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at JPMorgan Chase Bank, B-Rogue Built, TCC Wireless, and Best Buy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation models with centralized due diligence and an ESG eligibility framework to support client decisions.

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Noah Bahnsen is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his industry career in 2026. He has held multiple roles across financial and non-financial sectors, including experience at Strategic Advisers LLC, a Fidelity company. Outside of finance, his work history includes positions in education and community organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across various fund structures and model portfolios.

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Douglas Wollney is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Outside of his advisory work, he manages a rental property in Chicago as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Abraham Chidalek is a CFP® with 19 years of experience in financial services. He is currently with Cetera and has held prior roles at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he serves on the finance committee of St. James Parish in Arlington Heights, providing financial consultation to the pastor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, and charitable clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with OSAIC since 2016. Outside of his advisory role, he owns and manages Pawula Financial Group, where he provides life and health insurance products and financial advice to individuals, families, and small companies. OSAIC serves a diverse client base including retail and institutional investors, offering services such as brokerage and investment advisory, financial planning, and retirement plan consulting. The firm employs a variety of asset-allocation and portfolio management tools and supports multiple advisory platforms and third-party managed account solutions.

Marc Schock is a financial advisor with LPL Financial in Barrington, Illinois, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2021 and has prior experience at BMO Harris Financial Advisors, Inc. and BMO Harris Bank NA dating back to 2005. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Noah Fishbein is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at UBS Financial Services and Strategic Wealth Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles and affiliated research resources.

Muneera Dawood is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 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 options. 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 menus.