Cassidy Leonard is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to create personalized investment strategies tailored to their individual goals and financial circumstances. Her approach emphasizes understanding what matters most to her clients and adapting their portfolios as their needs evolve. With expertise in areas including college education planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income, Cassidy provides comprehensive financial guidance. She holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned her bachelor's degree from the University of Alabama. Outside of her professional role, Cassidy has interests that include antiquing, football, gymnastics, ice skating, music, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Samuel Herr is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals and changing life circumstances. Samuel is committed to building lasting relationships through thoughtful guidance and comprehensive planning. With expertise in retirement planning, wealth accumulation, investment management, and wealth transfer objectives, Samuel helps clients navigate important financial decisions and life's major transitions. He focuses on disciplined planning and investment strategies to assist clients in staying on track towards their short- and long-term goals. Samuel holds a Bachelor's Degree from the University of Notre Dame and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, Samuel enjoys cooking, golfing, ice hockey, music, traveling, and spending time with his family.

Tyler Engel is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Axa Advisors, Wells Fargo Advisors, and the University of Illinois. Outside his advisory role, he is the owner of Engel Wealth Management LLC and works with Life Loyal Advisors on financial goal planning, both on a part-time volunteer basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party managers while offering services that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Arturo Abarca is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Chase and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

John Baggio is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advising, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

William Conte is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Conte serves as a board member of the Joliet Junior College Foundation Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and incorporates various investment and risk modeling techniques in its advisory services.

Richard Hanviriyapunt is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors (formerly Axa Advisors, LLC) since 2008. Outside of his advisory role, he volunteers as a tax preparer for the Thai American Association and is involved in tax preparation and notary services through his own business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diversified asset management programs. The firm utilizes both proprietary and third-party investment models and provides fiduciary services to qualified plans through a network of Investment Adviser Representatives.

Samuel Pacelli is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he plays the bagpipes in a band. MML Investors Services, LLC 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, focusing on collaborative, annual planning relationships and a range of investment strategies.

Evan Gallien is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Morgan Stanley in Oak Brook, IL. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018 and previously at Securities Service Network and Resource Financial Group, Ltd. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under employer agreements.

William Bloom III is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 10 years. Bloom serves as president of Bloom Financial, Co. and is the author of a forthcoming retirement book aimed at boaters. He is also a board member of the Chicago Yacht Club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform.

Jordan Pemble is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, Jordan partners with families to develop financial plans and provides education to support well-informed financial decisions. Jordan specializes in retirement planning, investment strategy, and income protection, and collaborates with a wealth management team that addresses tax-efficient investing and estate planning considerations. Prior to joining Fidelity Investments, Jordan held positions at Merrill, serving as Assistant Vice President and Relationship Manager from 2020 to 2021, and as an Investment Consultant from 2017 to 2020. Jordan holds an Arkansas Insurance License. Outside of professional responsibilities, Jordan has personal interests in baseball, family activities, and traveling.

Manila Kala is a Series 66-registered financial advisor with UBS Financial Services, where she has worked since 2007. She has 21 years of experience in the financial industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and data analytics into its client solutions.

Edgar Giron Ramos is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at J.P. Morgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screening and qualitative research to build model asset allocations and supports implementation through affiliated investment-management entities.

Daniel Iverson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, at Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct engagements and corporate financial planning agreements.

James Moster Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at AXA Advisors, LLC from 1999 to 2020. Outside of financial advising, he maintains a law practice as an attorney and provides attorney referrals. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver its services.

Patrick Dunne is a financial advisor with Edward Jones in Oak Lawn, Illinois, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and maintains a commercial property in Oak Lawn. 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 nationwide network of advisors and branch offices.

Mark Schuurman is a CFP® with 13 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services, Inc. for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Alex Marusarz is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial, where he has worked since 2019, following prior roles at Waddell & Reed Inc and CMS Office Management, LLC. Marusarz also holds an association with a non-variable insurance firm. 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, third-party asset management, and institutional platforms.

James Gibson is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. Since beginning his career with the firm in 1989, he has assisted high-net-worth families in making important investment decisions across various market environments. He leads The Gibson Group, overseeing a team that supports wealth management efforts for a diverse client base including corporate CEOs, entrepreneurs, multi-generational families, and organizations with complex asset and debt management needs. Mr. Gibson sets the core investment philosophy for his team and directs asset management strategies to align with clients' objectives. His approach often emphasizes asset class diversification and generating increasing income streams to help protect against inflation. He utilizes discretionary accounts, third-party money manager accounts, and alternative investments to incorporate non-correlating asset classes. He holds a Bachelor's degree in Finance from Ohio State University and holds the Personal Investment Advisor (PIA) designation. He resides in Hinsdale with his wife, Molly, and their two children, Gray and Naomi. Outside of his professional role, James is a member of Ruth Lake Country Club and participates in his community through Christ Church of Oak Brook. His personal interests include golfing, music, reading, and traveling.

Brian Doruff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works in partnership with Dennis Foley and is part of The Foley/Doruff/Gizzi/Jain Group, a diverse team of advisors focusing on delivering comprehensive wealth management strategies to affluent individuals, families, business owners, and executives. Their approach emphasizes designing goals-based financial strategies tailored to what matters most to their clients. Brian began his financial services career as a mortgage loan officer in 1996 after earning a Bachelor of Arts degree in Marketing from Arizona State University. He spent 14 years as a banking center manager at LaSalle Bank, Bank of America, and MB Financial before joining Merrill Lynch Wealth Management as a Financial Advisor in March 2014. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2017 and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian and his team provide a holistic approach to wealth management, offering services such as family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Outside of his professional role, Brian enjoys biking, golfing, music, softball, spending time with his family, traveling, and watching movies.