Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services that combine extensive product offerings with structured planning processes.

Brad Anders is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles since 2015. Outside of his advisory work, Anders is involved in technology ventures through XGrowth Solutions LLC and has a passive investment interest in Newsmax Media Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies that may incorporate ESG criteria.

Donald Karpick is a CFP®-designated financial advisor with Ameriprise, based in Schaumburg, IL, and has 21 years of industry experience. He has been with Ameriprise and its predecessor since 2011. Outside of advising, he serves as president on the board of the Fountain Terrace Homeowners Association. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Heidi Merkle is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Marzinke is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Transamerica Financial Advisors, and Equitable Advisors. He serves as President of ProMark Investments, Inc., and is the presider of the Board of Directors for the Palatine Chamber of Commerce. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.

Melissa Gomez Castrejon is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, JPM Chase, and Lou Malnatis. 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.

Janice Vlazny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been affiliated with Cetera and related entities since 2006 and serves as Vice President of Holistic Wealth Management Group, Ltd., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Matt Jacobson is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their needs. He places a strong emphasis on forming enduring relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Matt has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2021. His experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Matt enjoys activities such as biking, running, swimming, fitness, traveling, and spending time with his family.

Owen Johnson is a financial advisor with LPL Financial based in Cary, IL. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to joining LPL Financial, he worked at BMO Harris Bank, First Community Mortgage, PrimeLending, and Freedom Mortgage. He also has a background in academia from Purdue University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools and a broad network of over 22,800 advisors.

Samuel Girouard is a financial advisor with LPL Financial in Crystal Lake, Illinois. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, including 12 years at JPMorgan Chase Bank NA and J.P. Morgan Securities. He joined LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,900 advisors.

Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Steven Terradista is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. from 2014 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with a range of discretionary and non-discretionary investment strategies and integrates machine-learning tools for operational and research purposes.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 credential and bringing 26 years of industry experience. His prior experience includes roles at Avantax Investment Services, PK Financial Strategies, and Price Kong & Company CPAs. He serves on the Law Review committee of the Arizona State Board of Accountancy. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Brent Oram is a Series 66–licensed financial advisor at Charles Schwab with three years of industry experience. Prior to his current role at Charles Schwab, he held positions at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Narayan Athanikar is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.