Edward Snoble is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with BMO Bank NA since 2018, including four years at BMO Harris Financial Advisors. Outside of his financial advisory work, Snoble operates Penguin Guitar Co, LLC, a personal business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches, supported by advanced operational tools.

Maria Perea is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2024, initially serving as a Financial Representative before advancing to her current role. Prior to joining Fidelity, Maria worked as a Relationship Banker at JPMorgan Chase from 2017 to 2024. With many years of experience in the financial industry, Maria focuses on understanding each client's goals and supporting their financial planning efforts through thoughtful guidance, organization, and consistent follow-through. She emphasizes building strong client relationships based on trust, clear communication, and genuine care, aiming to help clients feel informed and supported over time. Outside of her professional career, Maria enjoys attending concerts, participating in family activities, fitness, social events with friends, playing tennis, and traveling.

Darrel Swienton is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following eight years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Louis Piccione is a Series 66 licensed financial advisor with Morgan Stanley, based in Lisle, Illinois, and has 18 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. He also serves as a trustee and co-trustee for a trust in Orland Park, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm‑approved tools and offers both direct client services and Corporate Financial Planning agreements.

Nicholas Ferraro is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Scott's Service Place from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions under a fiduciary standard.

John Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Ameriprise Advisor Services, and Choreo, LLC. Outside of his advisory role, he serves as a soccer coach with the Wheaton United Soccer Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Bryan Kavanaugh is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2020 to 2025, and spent twelve years with The White Chocolate Grill - Slatebridge Restaurant Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tyler Wielgos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at CoinFlip, Bank of America, Merrill, NinjaTrader, and in educational roles before joining Morgan Stanley. Outside of his advisory work, he is the sole proprietor of JustStank LLC, a retail and online store based in Wheaton, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by a structured discovery process and firm-approved tools.

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning processes that focus on investment categories and strategies.

Brian Dombroski is a financial advisor with LPL Financial in Lisle, IL, holding Series 66 and Series 65 credentials and having 22 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and JP Morgan Securities Inc. Outside of his advisory work, he has been involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support account management.

Cara Alalade is a financial advisor at Edward Jones in Naperville, IL, holding the Series 66 designation with two years of industry experience. She previously worked at Edward Jones from 2017 to 2024 and at US Bank in 2016. Outside of her advisory role, she co-founded an LLC intended for future rental property investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Frank Sayers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo and Cetera. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios delivered to intermediary platforms.

Michael Mcdonnell is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial for 19 years before joining OSAIC in 2024. Mcdonnell holds the Series 63 and Series 65 licenses. Outside of his advisory role, he assists in day-to-day operations for a related financial business and serves as a licensed agent helping clients with fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services and employs various asset allocation and portfolio management tools across multiple advisory platforms.

Nolen Howe is a financial advisor at Edward Jones in Sidney, ME, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Spire Investment Partners, Legacy Wealth Management Inc, JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Murphy is a CFP® with 15 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes a decade at Principal Securities Inc. and roles at Hanson Financial Services and Principal Life Insurance Company. He is also the owner of SilverPoint Financial Services LLC, an entity established for accounting and record-keeping purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various custodial platforms and both proprietary and third-party model strategies.

Mark Brucato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Outside of his finance career, he has experience in the hospitality sector, including roles at Topo Gigio Ristorante and Blue Plate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Douglas Mccoy is a financial advisor with LPL Financial in Saint Charles, IL. He holds Series 63 and Series 65 designations and has 38 years of industry experience. He has been with LPL Financial since 1997 and also operates Douglas L. McCoy Financial Services, Inc., which provides life, disability, and health insurance. 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 portfolios, third-party asset management, and institutional platforms.

Spiro Garbis is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he owns Garbis Administrative Services LLC, which manages his Ameriprise business operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Ted Coons is a financial advisor with LPL Financial based in Warrenville, Illinois, holding Series 63 and 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Numark Credit Union, Cetera Advisor Networks LLC, and Cetera Wealth Services LLC. He operates a related business under the name Planned Financial Independence Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, leveraging a variety of portfolio management options and technology tools, supported by a network of over 22,800 advisors.

Robert Intoccia is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it participates in commodity pool operations and fund advisory roles uncommon among large institutional peers.