Edward Barretto is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2016, following a brief tenure at UBS in 2016 and concurrent work at Loyola University Chicago from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Dustin White is a CFP® professional with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lake Forest, Illinois. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Suzanne Thompson is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2014. Additionally, she serves on the FINRA S10 Review Committee, where she reviews and writes questions for the S10 exams. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by approved tools and models and manages approximately $2.74 trillion in client assets.

Clarissa Ulivieri is a Financial Consultant currently working at Fidelity Investments. In her role, she partners with clients and their families to build, execute, and maintain financial plans, helping them prepare for the uncertainties associated with investing and work towards their financial goals. Clarissa has been with Fidelity since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2023. Her experience encompasses client relationship management and comprehensive financial planning. Outside of her professional work, Clarissa has interests in beach activities, cooking and baking, exploring food, and traveling.

Colin Brennan is a CFP® professional with 11 years of experience in financial advising. He is currently a partner and financial advisor at Shoreline Financial Partners and works with Cetera. His prior experience includes seven years at FIDELITY Personal and Workplace Advisors. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors nationwide.

Patrick Nimrod is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1993, bringing extensive experience in financial planning and investment strategy. Patrick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Patrick’s areas of expertise include college education planning, family wealth management strategies, retirement income planning, legacy planning, individual and corporate investment strategies, tax minimization, and investment consulting for defined contribution plans. He earned a bachelor's degree in statistics from the University of Denver. Patrick currently resides in Glenview with his wife, Courtney, and their daughters Jameson, Maeve, and Fiona. Outside of his professional career, he enjoys fishing, gardening, hiking, running, skiing, swimming, traveling, and spending time with his family. He is also a member of the OLPH Men’s Club.

Turner Carvin is a Financial Consultant at Fidelity Investments. In this role, he specializes in helping clients articulate their financial goals and develop personalized strategies to pursue them. He focuses on delivering tailored guidance that aligns with each client's unique circumstances, values, and aspirations. Turner has been with Fidelity Investments since 2019, progressing through roles including Customer Relationship Advocate, Workplace Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2024. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional work, Turner engages in family activities and enjoys football, parenthood, and tennis.

Farrahlyn Vo is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at RBC Capital Markets and Oppenheimer. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Sarah Osborn is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Legacy Solar for four years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Abby Stancik is a CFP® with 27 years of industry experience and is currently with Raymond James & Associates, where she has worked since 2026. She previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services through various specialized programs and a broad range of portfolio management styles.

Dorothea Isaacson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range 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 market simulations.

James Morrissey is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of financial advising, Morrissey serves as a game day uniform inspector for the National Football League and is involved in public speaking and lectures related to football experiences. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Robert Siuty is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2008 to 2022 and Charles Schwab since 2022, including Charles Schwab Bank beginning in 2023. Based in Northbrook, IL, he works within a firm that 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Mihaela Pruski is a financial advisor with J.P. Morgan Securities in Deerfield, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, with brief periods not employed. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alix Krupa is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Adam Fleishman is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Darin Daniels is a financial advisor at Merrill based in Northbrook, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America, Nations Lending, Wells Fargo Home Mortgage, and Cherry Creek Mortgage. Outside finance, he was involved with Fitness Factory Inc. for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Duresa is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill, Zekelman Industries, and Lake Forest College. Outside of her advisory role, she is involved in sales and marketing for online retail businesses including Amazon and Beacons. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including corporate financial planning agreements.

Marci Brodsky is a financial advisor with Ameriprise in Vernon Hills, IL, holding a Series 63 designation and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2023. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.