Daniel Jakuta is a financial advisor with RBC Capital Markets, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience and has previously worked at City National Bank, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Steven Taylor is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having joined in 2026, following prior roles at Morgan Stanley, E*TRADE Securities LLC, and Edward Jones. Outside of his advisory work, he owns and operates CreativeFoundry LLC, a retail and online store based in Carpentersville, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model-based investment approach supported by centralized custody and operational systems.

Nathan Nelson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Scottrade, TD Ameritrade, and Charles Schwab. Outside of his advisory role, he serves as a trustee and estate executor for a family trust. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach combines non-discretionary client guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven alternative investments.

Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

William O'Brien Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is a co-owner of a car fabrication business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market models.

David Antioho is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time with Horter Investment Management and J. W. Cole Advisors. Outside of his advisory role, he is involved in tax preparation and accounting services through Antioho Financial Group, Inc. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced research tools and a broad spectrum of non-advisory financial activities.

Alan Nastali Jr. is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been associated with Cetera and its affiliates since 1998. His career also includes managing Nastali Financial Services, Ltd. since 2012 and involvement with Spring Align, an automotive repair business. Outside of advisory roles, he is engaged in various insurance sales including health, disability, property and casualty, as well as collectibles insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Cynthia Vavrik is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit organization Something For Kelly, which focuses on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Monday is a CFP®, ChFC®, and holds a Series 66 license. He has nine years of experience in the financial industry, all of which have been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at IBM for fifteen years. Beyond his advisory role, Monday serves as Chairman of the Burr Ridge Veterans Memorial committee and is President of the LaGrange Rotary Club, where he leads community service initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Pesavento is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has been with Merrill since 1972 and also has experience at Bank of America, where he has worked since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Glenn is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience related to the University of Iowa and the Illinois Junior Golf Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Theresa Shivers is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Advisors since 2022 and at Primerica Financial Services since 2021. Prior to her financial career, she spent 28 years at Menards Inc. Outside of her advisory role, she is involved in sales of investment-related products and also receives compensation from affiliated companies for loan product sales and referrals related to home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Casey Davis Vician is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. He also has experience working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and may include an ESG eligibility framework.

Benjamin Lally is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at Richardson Electronics and McCormick Construction & Development, as well as time at the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

William Hawrylak is a financial advisor at Merrill in La Grange, IL, holding a Series 66 credential. His professional background includes roles at Bank of America, Merrill, Northwestern Mutual, and Green Street Growth, with additional experience in education and recreational services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Beth O'Malley is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2021 and was previously affiliated with Triwealth Partners LLC, William Cartwright, Patricia Marusarz, Ronald Barton, and Waddell & Reed, among others. 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 plans, banks, trust companies, and institutions with a range of financial planning and asset management solutions.

Zachary Berg is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank and Newpoint Advisors Corporation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved tools and methodologies to support their financial planning process.

Daniel McCarthy is a CFP® professional with over 41 years of experience in financial advising. He has worked with Securities America Advisors, Inc. for nearly two decades and operates Connelly McCarthy & Associates, where he also provides CPA and tax preparation services. He is engaged in insurance sales and life insurance agency activities in addition to his advisory role. He is currently affiliated with Osaic Wealth, an institution serving a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization alongside a broad multi-advisor platform.

David Smith is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes 17 years at UBS Financial Services. Outside of his advisory role, he manages real estate investments as a partner and manager of rental property LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by tools such as Monte Carlo simulations and secular return estimates.

Domenico Capezzuto is a financial advisor at Merrill Lynch Wealth Management. He builds personalized investment strategies for families and successful industry professionals, focusing on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Domenico draws from his passion for finance, which developed from a young age, and his family's experience with consistent saving and investing across generations. This background has shaped his approach to guiding clients through important financial decisions and helping them feel confident about their financial future. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Aurora University and is a member of the Chicagoland Italian American Charitable Organization. Outside of work, Domenico enjoys fishing, golfing, soccer, spending time with his family, table tennis, traveling, and watching movies.