James Ferguson II is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. His background includes roles at Morgan Stanley Private Bank, The University of Alabama, NXT Capital, and Gibsons Restaurant Group. Outside of finance, he has experience connected to the hospitality industry through these positions. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and firm-approved processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Derrick Span is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. He has been affiliated with PFS Investments Inc. since 2024 and has worked with Primerica Financial Services at various times since 2016. In addition to his advisory work, he is a partner in Covenant Brothers, committing a few hours monthly. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of financial advisors using model-driven investment strategies alongside discretionary separately managed accounts.

Stephen Kavois is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked for Oak Investment Services from 2005 to 2018. Kavois is also involved in the sale of fixed health and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies supported by proprietary research and technology.

Richard Krooswyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked for 18 years with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His other business activities include involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering financial planning, asset management programs, and institutional platforms.

Thomas Mitchell is a financial advisor at Charles Schwab with eight years of industry experience. He has held positions at Jones and Company and TD Ameritrade before joining Schwab in 2020. Mitchell holds Series 63 and Series 66 securities licenses. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and affiliated discretionary separately managed accounts, supported by centralized custody, brokerage, and research resources.

Trevor Heide is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at City National Bank and BMO Investment Distributors prior to his current role. Outside of his advisory work, Trevor serves on the board of the homeowners association for his condominium and is a junior board member of PAWS Chicago, a nonprofit animal shelter where he participates in fundraising and volunteering. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm integrates both in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Sarah Tallent is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, she worked at City Securities Corporation for three years. Outside of her advisory role, she is the Chief Information Officer for Elves for Santa, Inc., a nonprofit organization focused on charitable activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Reyna is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Integrity Trade Services from 2015 to 2022 before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Daniel Lewis is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked with Cetera and its affiliated entities since 2016. Lewis also has experience with First Merchants Investment Services LLC dating back to 2014. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, third-party managers, and customized strategies.

Cameron Kashani is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior roles at Wellinvest Partners, Commonwealth Financial Network, and Metlife Securities, Inc. He is owner of Wellinvest Partners, LLC, a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Michael Kimmey is a financial advisor with Equitable Advisors in Orland Park, IL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates Michael Kimmey and Associates, Inc., providing bookkeeping, accounting, and tax preparation services. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and asset managers, focusing on matching clients with appropriate investment strategies and fiduciary services.

Kyle Spayth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, emphasizing transparency and straightforward communication in managing complex financial topics. Kyle focuses on building thoughtful, personal plans rather than using templates, aiming to support clients' current needs and long-term visions. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Kyle earned a Bachelor's Degree from Purdue University System. In his personal time, he enjoys adventure sports, boating, camping, cooking, gardening, music, reading, spending time with his family, traveling, and yoga.

Luke Larocca is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Cetera and has a long history with Avantax Advisory Services and Avantax Insurance Agency, among other firms. In addition to his advisory work, he owns and operates Larocca & Company, LTD, a tax preparation and accounting business, and serves as trustee for the Ash Family Irrevocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors utilizing multiple program platforms and investment strategies.

Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. 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 programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Amy Farber is a Financial Consultant currently working at Fidelity Investments since 2019. In her role, she focuses on building professional relationships with clients to provide exceptional experiences during every interaction. Prior to joining Fidelity Investments, Amy held the position of Assistant Vice President and Premium Elite Relationship Manager at Bank of America Merrill from 2016 to 2019. She began her career at Charles Schwab, serving as an Associate Financial Consultant from 2015 to 2016 and as a Derivatives Trade Specialist from 2012 to 2015. Outside of her professional work, Amy engages in various personal interests including fitness, hiking, playing musical instruments, skiing, theater, and traveling.

Bridget Shoemaker is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SII Investments, Inc. for 15 years. Outside of her advisory role, she serves in a fiduciary capacity for the Ruiz Trust and Ethan Ruiz Supplemental Needs Trust. 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 portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

Lucas Murphy is a Series 66-registered financial advisor with Charles Schwab, based in Orland Park, Illinois. He has one year of industry experience and has worked across multiple divisions of Charles Schwab since 2023, with prior experience at Chipotle and Ariel Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Tina Wilson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's advisory risk profile.

Donald Clark Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wayne Hummer Investments LLC and Natcity Investments, Inc. He serves on the boards of the Bank Insurance and Securities Association and the YMCA Family Camp Nawakwa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Carl Zegan is a financial advisor with Cetera in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Strategize Wealth Management Group, Inc. and Avantax Investment Services, Inc. Outside of advisory work, he serves as a volunteer board member for his local homeowners association and provides tax preparation services through Strategize Tax Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services, with access to both affiliated and unaffiliated third-party managers across various program structures.