Michael Ramirez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2014. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Arnold Lies is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including 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 planning process using firm-approved tools and modeling techniques.

Ben Jorgensen is a Planning Consultant who collaborates with Financial Consultants at the Naperville Investor Center to assist clients in developing personalized financial plans aimed at achieving their goals. He has experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional role, Ben has interests in cooking and baking, fitness, movies, and reading.

Mark Musaraca is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over 13 years. Outside of his advisory work, he is involved in several investment-related ventures, including ownership in agricultural and financial entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

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.

Michael Gustafson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2020, having also worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Stofan is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Equitable Advisors and previously worked at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory work, he serves as president of Stofan Agazzi Investments LLC. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Carlos Gonzalez is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Gonzalez is based in Lisle, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Shelly Sypien is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at Cetera, Cetera Wealth Services, LLC, and Edward Jones. Outside of her advisory role, she owns and manages Family Focused Financial, LLC, a non-investment-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Nicolas Hoeppel is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to understand their unique perspectives and priorities in order to develop personalized financial strategies. His client focus areas include family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Nicolas holds a Bachelor's Degree from Indiana University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Chicago District Golf Association and the Indiana University Alumni Association. Outside of his professional work, Nicolas enjoys cooking, golfing, music, pickleball, softball, spending time with his family, traveling, and watching movies.

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.

William Anderson is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and proprietary tools, with an emphasis on client responsibility for implementation and ongoing updates.

Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating both as a broker-dealer and investment adviser.

Michael Murray is a financial advisor at Raymond James Financial with three years of industry experience and holds a Series 66 designation. His work history includes roles at Raymond James Financial Services Advisors, Inc. and Elevate Private Wealth Management, among others. Outside of financial services, he has been involved with the Will County Brewing Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Phalon is a CFP® and Series 66-registered financial advisor with Edward Jones in Naperville, IL. He has four years of industry experience, including five years at Fairway Independent Mortgage Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Elena Ighodaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and operated her own advisory practice. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis.

Peter Daley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Batavia, Illinois, bringing 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. In addition to his advisory role, he serves as an adjunct instructor of economics at McHenry County College. J.P. Morgan Securities 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 recommendations.