Wendell Woods is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. His prior roles include founding W3 Consulting, LLC and W3 Global LLC, and teaching at City Colleges of Chicago. Outside of his advisory work, he is involved in educational ventures focused on tutoring and mentoring students in subjects such as math, economics, and finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a range of investment solutions.

Tracie Dubois is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2014. She has been with Fidelity for over 20 years, progressing through various roles including Assistant Branch Manager, Senior Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative II. Throughout her career at Fidelity, Tracie has gained extensive experience in financial planning and investment management. She is dedicated to serving clients and supporting the professional growth of her associates, which she identifies as key motivations in her leadership role. Tracie's long tenure at Fidelity reflects her commitment to the firm and its clients. Specific details regarding her education and personal interests were not provided.

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.

Marko Govedarica is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Carrie Denham is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Morgan Stanley and previously worked at Mesirow and Bank of America/Merrill Lynch. Outside of her advisory role, she is the sole proprietor of Triple Dog Properties LLC, a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services based on structured discovery conversations and firm-approved tools.

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.

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.

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.

Raymond Kermend is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and previously worked at J.P. Morgan Securities and ABN AMRO Financial Services. Outside of his advisory role, he is involved with Partnerland LLC, a separate business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

George Teng is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Teng is also an insurance agent affiliated with MetLife Trails. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Scott Lange is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2009 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, 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 methodologies.

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.

Richard Ristau is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as Acting President of the Board of Directors for Home 2 Home Project, a nonprofit that furnishes homes for families moving out of shelters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and market-making activities.

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.