Edward Pizzo is a Series 66 licensed advisor at Edward Jones with five years of industry experience. His prior work includes roles at Hinsdale Bank & Trust, First American Bank, and a one-year period of unemployment. He serves as Treasurer for the Westwind Estates Homeowners Association in Minooka, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Rino Mancini is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Mancini has ownership interests in several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Kyle Ruggio is a financial advisor with LPL Financial in Homer Glen, IL, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial in 2018, he worked at RSM US LLP from 2016 to 2018. He is also involved with Kusay Tax Services, Inc., an entity related to his advisory business. LPL Financial is a large national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Dykstra is a CFP®-certified financial advisor with Edward Jones in Orland Park, IL, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth soccer for the Nazarene United Soccer Club in Lemont, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies and maintains a large network of advisors and branch offices across the country.

Michael Gustafson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates an ESG eligibility framework.

Dustin Barrales is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has over 20 years of experience in the financial services industry, where he focuses on helping clients develop personalized financial plans aligned with their individual goals. Dustin emphasizes a relationship-first approach to understand clients' priorities and provide tailored strategies and guidance. His professional background includes positions such as Regional Planning Specialist at Cetera Financial Group from 2015 to 2019, Senior Regional Consultant at Deutsche Asset Management & Wealth Management from 2011 to 2015, and Retirement Plan Sales Associate at John Hancock Retirement Plans between 2009 and 2011. Earlier roles include Vice President of Trading at ThinkEquity LLC, Financial Manager and Co-Owner at Boss Concrete Construction, Financial Advisor at Morgan Stanley, and OTC Trader at Driehaus Capital Management. Dustin's extensive experience across various facets of financial services enables him to support clients in making informed decisions with confidence.

Thomas Matug is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Mark Stofan is a CFP® with 39 years of industry experience, currently affiliated with Equitable Advisors. His prior work includes roles at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. He is also president of Stofan Agazzi Investments LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of third-party advisory programs and fiduciary services.

Debra Masters is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Mariano's and held various roles in banking and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

David Heide is a CFP® professional with 35 years of experience in the financial services industry. He currently works at RBC Capital Markets and has held prior roles at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, Heide serves as board president and finance committee co-chair for The Bridge Teen Center, and he holds board positions with the Southern Illinois University Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory services to individual and institutional clients, including high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various wrap fee programs and integrates in-house and third-party managers to implement client portfolios.

Rahman Hemica is a Series 66 licensed financial advisor with Merrill, based in Orland Park, IL, and has one year of industry experience. His prior roles include positions at Bank of America and leadership experience at One Pharma, a pharmaceutical manufacturing company based in Bangladesh, where he serves as a director. He is also involved with Hemica's Angels for Humanity, a nonprofit providing healthcare and meals to underserved communities in Bangladesh, and founded No Chinta Home Healthcare, a platform offering comprehensive home medical services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Jessica Walton is a financial advisor at Merrill in Orland Park, IL, holding Series 65 and Series 66 registrations. She has been in the industry since 2025 and previously worked at Bank of America, N.A. Outside of her advisory role, she serves on the board of directors for Timeless Gifts, a nonprofit performing arts program for youth and young adults in Chicago. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients.

Anna Bertha Stepanovic is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and LPL Financial. She is also president of Plenitud, Inc., an S corporation from which she receives residual insurance payments. OSAIC Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that includes asset allocation, portfolio optimization, and access to discretionary and advisor-managed strategies.

Austin Smith is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and previously worked at Guggenheim Funds Distributors, LLC, and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning process.

Richard Sofiak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. He is based in Orland Park, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Joseph Farrell is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has built his career in the financial industry with the objective of helping clients by understanding their individual needs and motivations to develop personalized financial plans. Prior to his current role, Joseph held several positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining comprehensive experience in financial advisory services. Before joining Fidelity, he worked at PNC Bank as a Branch Sales Representative and Branch Service Representative. Outside of his professional life, Joseph enjoys comedy, family activities, football, hiking, and movies.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Dylan Engel is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Chipotle for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Michael Murray is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. His career includes roles at Elevate Private Wealth Management and Raymond James Financial Services, Inc. Outside of finance, he has been involved with Will County Brewing Company and Habitat For Humanity Will County. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advice using risk profiling and modeling tools and supports client implementation through its advisory programs and partners.

John Quinn is a financial advisor with Ameriprise in Burr Ridge, IL, holding CFP® and Series 66 credentials and four years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Van's Liquor Store and involvement with the Boys and Girls Club of Greater Dubuque. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.