Matthew Thompson is a financial advisor with Morgan Stanley in Tinley Park, IL, holding Series 63, 65, and 66 designations and 26 years of industry experience. His career includes roles at Northern Trust Bank, E*TRADE Securities LLC, and a brief period at Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Adams is a financial advisor at Edward Jones in Palos Hills, IL, with nine years of experience at the firm. She holds a Series 66 designation and has worked exclusively at Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Fatima Calvillo Ortiz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at J.P. Morgan entities since 2007, as well as at PoshMark and Airbnb. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Philippe Larente is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Arete Research LLC, Titan Global LLC, Kepler Capital Markets, and International KBR Finance LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

William Eilbracht is a financial advisor at Edward Jones in Riverside, IL, holding the CFP® and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. 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 nationwide network of financial advisors and branch offices.

Jeff Kramer is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 credentials and accumulating 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, Kramer is the owner of Du Page Training Academy, a non-investment-related venture. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages substantial client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Jason Holbrook is a financial advisor with Edward Jones in La Grange Park, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as an assistant swim coach at the Westmont Swim Club, working with swimmers aged 6 to 22. Edward Jones is a full-service wealth management firm serving over 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Statam is a financial advisor with Merrill in Chicago Ridge, IL, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Bank of America, Northwestern Mutual, and Trent Mausser. Outside of advising, he was involved with Campus Garage and Carpool. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors through model-based and discretionary strategies developed by internal and third-party managers.

Rebecca Klody is a CFA® charterholder with 22 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as a financial advisor and co-branch owner of Teegarden Wealth Advisors LLC. Her prior experience includes roles at Amg Distributors, Inc. and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Hazen is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Ameriprise for 12 years before joining LPL Financial. He is registered with Series 63 and Series 66 credentials. Outside of his role at LPL, Hazen is involved with Nolan Wealth Management in an investment-related capacity. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Paul Walker is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2025 to 2026. His professional experience also includes working as a Financial Solutions Advisor at Merrill Lynch between 2024 and 2025, and as a Loan Structure Specialist at Bank of America from 2018 to 2025. In his career, Paul has focused on providing financial guidance and solutions to individuals and families to help them work toward their most impactful goals. Outside of his professional work, he has interests in art, board games, family activities, fitness, painting, and photography.

Kyle Nolan is a CFP® with 18 years of industry experience, currently with Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2018, following roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Candice Monroe is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Carlos Bedolla is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, Apple, Beacon Funding, and DePaul University. Outside of his advisory work, he sells items on eBay. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kwasi Jenkins is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His career includes roles at Mitsubishi HC Capital America, Quontic Bank, and BMO Harris Bank. He is also involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with a model-driven investment approach supported by third-party asset managers and custodial services.

Joseph Siwek is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad scope of retail and institutional offerings.

Stephen Kurka is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

James Shannon is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, Credit Suisse Securities, and Lehman Brothers. Shannon serves as an advisory board member for Misericordia Home, a nonprofit supporting individuals with developmental disabilities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach, portfolio optimization tools, and a multi-advisor platform.

Lee Kalotta is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Kingsbury Capital. Outside of his advisory role, he is a business owner of Pena Kalotta LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Anthony Sabatini is a Series 66 credentialed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019. Prior to joining UBS, he was involved with DesignPac Gifts LLC from 2015 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.