William Moore is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. Moore serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property and renovation projects. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Thomas Oconnor Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009, including seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions while managing approximately $671 billion in assets.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin also engages in the sale of fixed life insurance products through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients by providing financial planning, advisory services, and access to a range of brokerage and insurance products. The firm’s integrated platform supports both advisory and brokerage channels, leveraging model portfolios and third-party managers to deliver investment advice.

Justin Foley is a financial advisor with LPL Financial in Hammond, IN, holding a Series 66 designation and with 10 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at First Midwest Bank. Additionally, he serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Mary Galvin is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Woodbury Financial Services for 17 years. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and access to third-party money managers.

Kathleen Cimonetti is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL in 2024, she worked at Fidelity Investments and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and both discretionary and non-discretionary management services.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

George Curtin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a long tenure with JPMorgan Chase Bank, N.A. dating back to 2003. From 2013 to 2021, he was involved with Curtin Rental Properties. 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 select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Cotter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles at Woodbury Financial Services, Farmers Financial Solutions, and Farmers, alongside a long-standing service as a fire engineer and emergency medical technician with the Chicago Fire Department. He also operates a financial services business under the name Megent Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, supporting a mix of discretionary and non-discretionary account management.

Brett Spears is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work with Heels4Life NIL Collective and UNC Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm oversees model portfolios and serves in advisory roles for multiple registered investment companies.

Francis Guillen Diaz is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he worked at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Client Relationship Advocate from 2022 to 2024. His earlier experience includes roles as a Retirement Planning Associate at Zenith Retirement Planning and as a Retirement Planning Intern at Oxley Capital Management, both in 2021. Francis focuses on partnering with clients to understand their goals and develop financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, aiming to maintain a deep level of trust. Outside of his professional work, Francis has interests in gardening, reading, running, sailing, singing, and traveling.

Jonathan Licea is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Fifth Third Bank and several educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Andrew Perry is a Financial Consultant currently working with Fidelity Investments since 2024. He has a background in providing financial planning, coaching, and education to help clients achieve their financial goals. His experience includes roles at Fidelity Investments as a Planning Consultant from 2022 to 2024 and a Client Management Representative from 2021 to 2022. Prior to that, he worked at Bank of America Merrill as a Financial Solutions Advisor from 2019 to 2021 and as a Life Services Relationship Consultant from 2017 to 2019. Outside of his professional career, Andrew has interests in board games, comedy, cooking and baking, fitness, and hiking.

Joshua Powell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in technology and software roles at companies including InRule Technology, Inc. and Pegasystems Inc. Powell also owns a technology and software business, Solutions Connect Group LLC. 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 national network of financial advisors and branch offices.