Pragna Rohman is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Merrill. Rohman serves on the board of the Sizzle Foundation and owns a business called Royal Foods & Flavors. 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 and third-party asset management, supported by research-driven and technology-enabled 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, holding Series 65 and Series 66 designations and 22 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and JP Morgan Securities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad range of financial services.

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 63 and Series 65 licenses and has worked at Fidelity Investments since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, Cetera, and Sayers Wealth Management Group, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs.

Joshua Westerfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones from 2007 to 2010 before joining LPL Financial in 2010. Outside of his advisory role, he serves as an assistant coach for girls flag football at St. Charles North High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with various portfolio management options and technology tools, managing over $819 billion in discretionary assets.

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, Illinois, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with LPL Financial since 1997 and also operates Douglas L. McCoy Financial Services, Inc., which he founded in 1986. 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.

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.

Gerardo Soriano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Soriano is also a licensed long-term care insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of advisors.

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.

Paul Wessel is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. In addition to advisory services, he is involved in independent insurance brokering, specializing in long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment ecosystem.

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. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Judith Schlosser is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 integrates resources such as the Global Investment Committee’s analyses into its planning process.

Laura Bare is a CFP® professional affiliated with LPL Financial, with 15 years of experience in the financial services industry. Her prior work includes roles at BNI Business Networking International and Valerie Janke, as well as involvement with the Professional Women's Club of Chicago and Embark Collaborations LLC. She has participated in business networking activities through BNI. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Allison Tomasetti is a financial advisor with Edward Jones in Glen Ellyn, IL. She holds a Series 66 designation and has been with Edward Jones since 2018, bringing one year of industry experience. Prior to joining Edward Jones, she worked at Etro Outlet Chicago from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ronald Kot is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cetera since 1998 and has operated his own tax accounting and audit services business since 1977. Kot also serves as a board member and treasurer of the Stonegate West Community Association in Aurora, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and custodial relationships.