Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Murphy is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages individual and education savings accounts for a family member and holds a traditional IRA. 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 a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. 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 with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

Bryan Holstrom is affiliated with OSAIC and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at Securities America Advisors, Covenant Financial, and Securities Service Network. Holstrom serves on the board of trustees for Mid-America Reformed Seminary and is a trustee for Grace Orthodox Presbyterian Church. He also volunteers as a financial planner for the Orthodox Presbyterian Church’s Committee on Ministerial Care. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and automated rebalancing to construct portfolios from a broad array of investment vehicles.

Joan Winter is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in photography through her proprietorship, PhotoJJenic, and as a partner in Julie Gockman Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Celeste Bailey is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of her financial career, she works as a freelance soccer referee and is involved in teaching and mentoring through the Illinois Soccer Referee Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools to develop tailored plans, serving approximately $2.74 trillion in client assets.

Andrew Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he was employed at Valparaiso University and Barrington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and offers a consolidated billing option combining planning and managed-account services while maintaining them as separate offerings.

Jacob Lewandowski is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at BMO Harris Bank and Packback Inc., and prior to that, was involved in roles at the University of Wisconsin-Whitewater, Chicago Race Management, Elgin Community College, and St. Charles North High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Aonan Wang is a financial advisor at LPL Financial with CFP® certification, Series 65, and Series 63 licenses. He has experience in the banking sector, having worked at BMO Bank since 2026 and previously at Royal Bank of Canada and HSBC Bank in Canada. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research, model portfolios, and various management strategies.

Paul Pavelski is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Landolt Securities, Inc. from 2005 to 2024 before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kolleen Zbilski is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Richard Poole is a CFP® professional with over 32 years of industry experience. He has worked at Edward Jones since 2023 and previously spent 19 years at Hartford Investment Financial Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of approximately 23,700 financial advisors and more than 15,000 branch offices.

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.

David Field is a financial advisor with UBS Financial Services in Huntley, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Painewebber Incorporated since 1998, which is affiliated with his current firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also operates with institutional trading capabilities alongside wealth management services.

John Hong is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a sole proprietor and landlord managing investment properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning programs supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Daniel Raupp is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent four years with Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, providing tools to assist clients in making informed decisions.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.