Vito Partipilo is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, Vision Asset Management Inc, and LaSalle Financial Services, Inc. He is also employed outside the financial industry with Merieux NutriScience. 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 and access to third-party asset management, and supports its network of over 22,800 advisors with research, operational tools, and institutional platforms.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Nico Paoletti is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at B-Rogue Built, TCC Wireless, and Best Buy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates broader derivatives and commodities capabilities.

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas such as personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael takes a 360-degree view of clients' financial lives, evaluating both assets and liabilities to help identify areas for improvement and assist clients in prioritizing and achieving their financial goals. Michael holds a bachelor's degree in finance from Eastern Illinois University and a Master of Business Administration from Northern Illinois University. He has been in the financial services industry since 2004, with experience in retail banking and life and long-term care insurance sales. He joined Merrill Lynch in 2012 and has served in various roles, including assisting other advisors, managing branch operations, before becoming a financial advisor. He holds professional designations including CERTIFIED FINANCIAL PLANNER4 (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Michael lives in Algonquin, Illinois, with his wife, Michelle, and their six daughters. He is actively involved in his local community and church, serving on several committees and as a volleyball coach at his children's school. He is a member of the Knights of Columbus and volunteers with organizations such as the 4-H program of Kane County, Feed My Starving Children, and Northern Illinois Food Bank.

Jalisia Robinson is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and proprietary research tools.

John Lindquist is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Cetera since 2000 and operates John Lindquist Ltd CPA, providing tax preparation and supervision services since 1980. Lindquist also works as a CPA offering investment-related services alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Douglas Wollney is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Outside of his advisory work, he manages a rental property in Chicago as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Michael Forte is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002, including over two decades at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory options supported by multi-asset model portfolios and centralized operational structures.

Terence Prokop is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023. Prior to this, he held positions at Westpoint/MassMutual Life Insurance Company and Denis Kelly/Wespoint/Mass Mutual, and has experience in education with Teach For America and local school districts. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations within a non-discretionary framework.

Walter Cosmo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and the Metropolitan Life Insurance Company from 1994 to 2017, followed by positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related business activities through multiple agencies in Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. 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. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Alexander Senyshyn is a CFP® with nine years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Private Advisor Group, Fidelity Investments, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Slowik is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993. His current tenure at Fidelity Investments began in 2025, following seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios constructed using systematic methodologies from a broad investable universe.

Colin Gleason is a financial advisor at Edward Jones with over 14 years of industry experience, including a lengthy tenure at Northern Trust. He holds a Series 66 designation and is based in St. Charles, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2016, following roles at StoneX Advisors Inc. and Wrp Investments, Inc. He is also the owner of Pawula Financial Group, where he provides financial advice to individuals, families, and small companies and offers life and health insurance products. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plans, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing strategies.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a due diligence process that combines quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and an ESG eligibility framework.

Aneta Ivanova is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Outside of her financial career, she works as a group fitness instructor teaching dance at Lifetime Fitness Algonquin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.