Malini Murali is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at Oxford Bank and Trust from 2019 to 2021 and spent seven years with Naperville School District 203 in roles associated with Sodexo and Aramark. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to support its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Bret Shannon is a financial advisor with Raymond James Financial Services Advisors, Inc. in Geneva, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he is involved in several business activities including client acquisition and planning through Morton Private Wealth Strategies Inc., where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains unique municipal advisory capabilities along with specialized retirement plan consulting services.

Molly Rohrer is a financial advisor with Morgan Stanley in Geneva, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Lauren Zick is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience and has worked at Bank of America, N.A. since 2019. Prior to that, she held roles at Circulation, Inc. and Smart Vision Labs, Inc. Lauren also has experience related to St. John's University and Tanglewood Kennels, LLC. 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 a range of individual and institutional investors.

John Hong is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley since 2013 and has served at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a landlord and owns investment rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Justin Broderick is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, Ameriprise/Eric M Larson & Associates, Fisher Investments, William Blair, and Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Justin Gifford is a financial advisor at Raymond James Financial with 12 years of industry experience. He has worked at Edward Jones and First National Bank of Omaha in addition to his current roles. Gifford serves as a trustee for the Sandwich Fire Protection District Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors with municipal and public finance expertise.

Harvey Saint Jean is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior firms include Morgan Stanley, Robinhood Markets, and Bank of America. Outside of his advisory work, he owns and operates DJ Major, a sole proprietorship providing music entertainment and digital content creation services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lori Galbraith is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Fifth Third Securities, First Midwest Bank, Waddell & Reed, and Infinex Investments. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Darrell Malano is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as president of a local nonprofit branch of the Western Catholic Union. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment strategies delivered via various affiliated entities.

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, Illinois, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with JPMorgan entities since 2014, serving in various capacities within the firm over that period. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and implemented with affiliate resources.

Scott Welling is a financial advisor at Osaic Wealth with one year of industry experience. He holds a Series 66 designation and has previously worked at Topco Associates LLC and Hire Excellence. In addition to his advisory role, he is a life insurance producer with Covenant Financial, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a broad range of investment programs and strategies.

James Cox IV is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including GWM Advisors, LPL Financial, and UBS Financial Services. He is currently based in St Charles, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, catering to clients who meet certain net-worth thresholds.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Malano is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at SagePoint Financial Inc. and has been with Mid America Financial Group since 2008, where he is also involved in fixed life and annuity insurance services as a licensed agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Brian Ohlinger is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked across multiple Ameriprise entities since 2020, as well as at Morgan Stanley Private Bank from 2015 to 2022. Outside of his advisory role, he serves on the Finance Advisory Committee for the City of DeKalb, providing input on municipal budgets and financial planning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment universe tied to affiliated product partners.

Eric Jones is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has worked at Baird since 2017 and previously spent 13 years at TransWare Enterprises Inc. Outside of his advisory role, Jones is involved as an employee in tax preparation at American Midwest Tax & Accounting. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Joanne Allessi is a financial advisor at Morgan Stanley in Geneva, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models.