Nicholas Ferraro is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Scott's Service Place from 2014 to 2017. 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 strategies supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions under a fiduciary standard.

John Weber is a CFA® charterholder with 30 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he coaches soccer for the Wheaton United Soccer Club in Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bryan Kavanaugh is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2020 to 2025, and spent twelve years with The White Chocolate Grill - Slatebridge Restaurant Group. 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 national network of financial advisors and branch offices.

Lawrence Chaon is a CFP®-designated financial advisor with LPL Financial, based in Lisle, IL, and has 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Larry Chaon Ltd, a business he has run since 1981. Outside of advising, he spends most of his time on accounting and tax services for individuals and small businesses through Accounting & Tax Services Inc. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Tyler Wielgos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at CoinFlip, Bank of America, Merrill, NinjaTrader, and in educational roles before joining Morgan Stanley. Outside of his advisory work, he is the sole proprietor of JustStank LLC, a retail and online store based in Wheaton, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by a structured discovery process and firm-approved tools.

Pragna Rohman is a financial advisor at LPL Financial with 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for a combined 18 years. Outside of her advisory work, she is a business owner of Royal Foods & Flavors and serves as a board member of the Sizzle Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Taechan Yang is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2017, following a tenure at Massachusetts Mutual Life Insurance Company beginning in 2016. He also works as an independent insurance agent, focusing on fixed annuities and life, accident, health, and long-term care insurance. 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 provides financial planning, asset management, and educational seminars, offering collaborative and technology-supported planning engagements tailored to client goals.

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.

Douglas Carr is a CFP® and ChFC® with 31 years of industry experience. He is currently with Cetera and previously worked at VOYA Financial Advisors. In addition to his advisory roles, he has operated as an independent insurance agent specializing in fixed insurance products for over three decades. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Brian Dombroski is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 66 and Series 65 credentials and has worked at firms including JP Morgan Securities Inc and BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

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 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo and Cetera. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios delivered to intermediary platforms.

Joshua Westerfield is a financial advisor with LPL Financial in St. Charles, Illinois, holding the Series 63 and Series 66 designations and having 20 years of industry experience. He has been with LPL Financial since 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from internal and third-party sources.

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, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 1997 and also operates Douglas L. McCoy Financial Services, Inc., a business he has maintained since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from internal and third-party sources.

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.

Ted Coons is a financial advisor with LPL Financial in Warrenville, IL, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Numark Credit Union. He operates a business under the name Planned Financial Independence Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with a focus on both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.