Jacob Olinger is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at several firms including Avantax and Polar Road, and is involved with Strategize Tax Service, LLC and Strategize Wealth Management Group Inc., where he assists with administrative and client support tasks related to tax and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Michael Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Bryan Farrell is a financial advisor at Edward Jones in Chicago, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Castaneda is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley and Edward Jones. He serves as treasurer for the Mill Creek Elementary Parent Teacher Organization. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andrea Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Soltis is a financial advisor with Wells Fargo Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His prior work includes six years at Wells Fargo Clearing and five years at Prudential Equity Group, LLC. Outside of his advisory role, he plays bass guitar as a hobby. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations delivered through meetings and written summaries, with clients choosing whether and how to implement these through brokerage or advisory programs.

Andres Chavez is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial industry, including serving as a Platinum Relationship Manager at Etrade by Morgan Stanley from 2022 to 2023, a Financial Consultant at E-trade from 2019 to 2022, and a Private Bank Fraud Services Specialist at J.P. Morgan Chase Private Bank between 2017 and 2019. His practice focuses on assisting clients through evolving economic cycles with an emphasis on planning tailored to individual needs. Andres provides guidance centered on the longevity of financial plans amid changing market conditions, maintaining transparency throughout the process to outline potential outcomes and gaps. He prioritizes meeting clients where they are today to help plan for retirement aligned with their goals. Outside of his professional work, Andres has personal interests in running and traveling.

Michael Webb is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at firms including Fiduciary Trust and Avantax, and has operated his own tax preparation and accounting business since 1980. Webb also has experience as an insurance agent selling Medicare supplement plans. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Jeffrey Neumann is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Michael Massaro is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, among others. Outside of his advisory role, he is involved in commercial real estate ventures and operates a CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Alonzo Hinton is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their current financial situations and introduces solutions offered through Merrill and Bank of America. He aims to provide clients with the knowledge and tools to manage their financial lives effectively and select platforms that align with their needs. Mr. Hinton holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Chicago State University and a Master of Business Administration (MBA) from National Louis University. His approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Jennifer Tibbs is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with multiple firms including Avantax Advisory Services and currently operates Strategize Tax LLC, where she prepares tax returns for the public. In addition, she is involved in educational consulting focused on teaching methods and math curriculum development. 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 variety of portfolio management and advisory services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

James Walsh is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and licenses Series 63 and Series 66. Walsh has been with Edward Jones since 2009. 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Condon is a Series 66–licensed financial advisor with Edward Jones, based in Homer Glen, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Axa Equitable and AxA Advisors. Outside of his advisory role, he officiates college baseball games during the spring months for the NCAA. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Gregory Pfaff is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Cetera since 1996 and operates an independent tax preparation business, Accounting & Tax Associates, which he owns and has run since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Richard Powell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kimberly Muzquiz is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Old National Bank, First Midwest Bank, Fiducial Investment Advisors, Inc., and LaSalle Financial Services, Inc. Outside of her advisory work, she is involved with Young Living Essential Oils. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies across various platforms.

Brett Kribs is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel since 2009 and holds the Series 66 designation. Outside of his advisory role, he is the managing member of Bravo Kilo LLC, which advises on real estate purchases. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Sesterhenn is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, with prior roles at Cole Parmer and Polyair Corporation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Michael Bivins is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports clients and their families by crafting personalized financial plans aimed at navigating complex markets and securing their financial futures. Prior to his current role, Michael worked as a Financial Representative at Fidelity Investments from 2023 to 2025 and at Modern Woodmen of America from 2022 to 2023. His experience spans various aspects of financial representation and investment consulting. Outside of his professional responsibilities, Michael's personal interests include beach activities, family activities, and music.