Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Bank of America, Merrill, and PNC Bank. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, emphasizing a range of advisory, brokerage, and insurance solutions through affiliated companies.

Margret Birch is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Birch serves as a board member of Brightside Theatre, an arts and culture organization in Naperville, IL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs various investment strategies and products alongside planning services.

Jack Duffner is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services, Guggenheim Partners Investment Management, and the Federal Reserve Bank of Chicago. He is also involved with Duffner Financial Group, a separate financial services business. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Andrew Koleno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with several business entities related to his practice and has established entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, supported by in-house and third-party research, and provides both discretionary and non-discretionary management options.

Julie Henry is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James Financial Services, Inc. since 2003, with prior roles at BYFNLO Financial and Apex3. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor strategies for its clients.

Violette Hawkins is a CFP®-designated financial advisor with Edward Jones in Lombard, IL, with 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she owns an LLC that holds her Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

William Del Cotto is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2017, as well as Edward Jones and First Trust Portfolios earlier in his career. Del Cotto is co-owner of Absolute Group LLC, a business unrelated to investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Ryan Brendel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. Prior to this, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Brian Page is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services from 2015 to 2024. He is also involved with Kiefer Financial Group, a joint financial advisory business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Joseph Sutton is a CFP® with 19 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Sutton is currently based in Oakbrook, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Adam Szubert is a financial advisor at Ameriprise with Series 63 and Series 66 designations and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Morgan Stanley and various other organizations. Outside of his advisory work, he serves as a skills coach for youth hockey teams in the Orland Park area. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, incorporating market simulations to model outcomes, while clients are responsible for plan implementation and updates.

Andrew Leoni is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee or co-trustee in a trust based in Frankfort, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both retail and institutional investment offerings.

Jared Brooks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent since 2020. Prior to his financial career, he spent over a decade at Planes Moving and Storage of Chicago. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Nathan Kraus is a financial advisor with Equitable Advisors in Lyons, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors, 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to meet client needs.

Michael Doyle is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he spent 17 years with Woodbury Financial Services. Outside of his advisory role, Doyle owns a life, major medical, and disability insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and portfolio construction techniques to manage a range of investment types.

Kyle Bonfield is a financial advisor with Raymond James Financial, holding a Series 66 designation and having seven years of industry experience. He previously worked at Edward Jones for five years and Comcast for eight years. Bonfield is also the president of Bonfield Capital LLC, a support company based in Wheaton, IL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with many advisory relationships maintained on a non-discretionary basis.

Kristin McCracken is a Planning Consultant at Fidelity Investments, a role she began in 2024. Prior to this, she worked as a Financial Services Advisor at Merrill Lynch from 2019 to 2024. Kristin collaborates with clients to develop personalized financial plans that align with their individual priorities and needs. Her professional experience spans several years in the financial services industry, where she has focused on crafting comprehensive financial strategies with her clients. Kristin emphasizes understanding what matters most to each client to co-create tailored financial plans. Outside of her professional work, Kristin enjoys family activities, gardening, and traveling.

Maryan Khalil is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Money Concepts Capital Corp. and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.