Philip Ruggio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Ruggio is also an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has previous experience with the University of Illinois at Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brendan Sheehy is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his financial services career, he spent six years with the Valley View School District. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Bridget Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her background includes roles at Waddell & Reed and various insurance carriers, along with positions at Moraine Valley Community College and the Palos Area Chamber of Commerce. 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 third-party asset management, supported by extensive technological and operational resources.

Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Securian Financial Services, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and wrap programs.

Taylor Brinkworth serves as Vice President, Financial Consultant at Fidelity Investments, a role held since 2025. In this capacity, Taylor focuses on understanding clients' personal and financial situations to develop and adjust tailored financial plans using Fidelity's tools and resources. Prior to this, Taylor held several positions within Fidelity, including Financial Consultant (2021-2025), Investment Management Consultant (2018-2021), and multiple roles from 2013 to 2018 that contributed to building expertise in financial services. Taylor holds an Arkansas Insurance License, supporting the ability to advise clients in areas involving insurance products. Outside of professional pursuits, Taylor engages in family activities and enjoys hobbies such as horseback riding, outdoor adventures, Pilates, and running.

Thomas Katula is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2018. His prior experience includes roles at Marquette Bank and INVEST Financial Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers diversified portfolio management and planning services through a large network of independent advisors using multiple program structures and managerial options.

William Moore is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include a decade at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property sales and building renovations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management options.

Ann Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Raymond James since 2014 and is also involved with E.C. Hunziker & Associates, Inc., where she serves as President and works as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs across a large network of advisors.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Laura Niemeier is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to her current role, she worked at Edward Jones and spent nine years with Indian Prairie School District 204. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Matt Wilke is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. 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, third-party asset management access, and institutional platforms, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Oconnor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Angelo Imbrogno is a financial advisor with LPL Financial in Darien, Illinois, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Berenice Tapia Vertiz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2021. Prior to that, she was employed at JPMorgan Chase Bank, N.A. starting in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and combines quantitative and qualitative research.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin is also involved in the sale of fixed life insurance products through a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance services.

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with several firms, including Cetera Financial Specialists LLC and OneAmerica Securities. Outside of her advisory role, she is involved in tax preparation and accounting services as an enrolled agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party managers.

Senka Barney is a financial advisor at Raymond James Financial with 30 years of industry experience. She has previously worked at UBS Financial Services and Merrill Lynch. Barney also serves as Vice President of Mountain Street Advisors, LLC, where she is involved in business operations and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.