Kevin Rossetti is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets.

Larry Milas is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations and possessing 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of advisory work, Milas is involved in the sale of property and casualty insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active sales and a collateralized lending program.

Daniel Donahue is a CFP®-certified financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Plank Road Advisors, LLC, and Donahue Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, with specialized planning options and an integrated approach combining advisory services with other financial products.

Rino Mancini is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Mancini is also a part owner of several investment-related entities, including Innovative Retirement Associates LLC and The IRA Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

Kyle Ruggio is a financial advisor with LPL Financial in Homer Glen, IL, holding a Series 66 designation and having five years of industry experience. Prior to joining LPL Financial, he worked at RSM US LLP for two years. He is also involved with Kusay Tax Services, Inc., an investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, model portfolios, and retirement plan consulting.

David Dykstra is a CFP®-certified financial advisor with Edward Jones in Orland Park, IL, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches youth soccer for the Nazarene United Soccer Club in Lemont, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies and maintains a large network of advisors and branch offices across the country.

Michael Ward is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America Securities, Merrill Lynch, and J.P. Morgan. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of financial advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Anthony Tumea is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2010, with prior experience at Cetera Financial Specialists LLC and ownership of Tumea & Associates CPA Firm since 1984. Outside of advising, he serves as treasurer and board member for several local organizations, including the Downers Grove Lions Club, West Towns Chorus, and Buffalo Theatre Ensemble. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Dustin Barrales is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has over 20 years of experience in the financial services industry, where he focuses on helping clients develop personalized financial plans aligned with their individual goals. Dustin emphasizes a relationship-first approach to understand clients' priorities and provide tailored strategies and guidance. His professional background includes positions such as Regional Planning Specialist at Cetera Financial Group from 2015 to 2019, Senior Regional Consultant at Deutsche Asset Management & Wealth Management from 2011 to 2015, and Retirement Plan Sales Associate at John Hancock Retirement Plans between 2009 and 2011. Earlier roles include Vice President of Trading at ThinkEquity LLC, Financial Manager and Co-Owner at Boss Concrete Construction, Financial Advisor at Morgan Stanley, and OTC Trader at Driehaus Capital Management. Dustin's extensive experience across various facets of financial services enables him to support clients in making informed decisions with confidence.

Thomas Matug is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Ethan De Valk is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in member services at the University of Illinois Activities and Recreation, as well as in retail and country club settings. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Life Loyal Advisors, focusing on tax account programs and health-related products. 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 managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Debra Masters is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Mariano's and held various roles in banking and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

David Heide is a CFP® professional with 35 years of industry experience, currently affiliated with RBC Capital Markets in Palos Heights, IL. His prior experience includes roles at Wells Fargo Advisors and City National Bank. Outside of his advisory work, he serves as board president and co-chair of the finance committee for The Bridge Teen Center and holds board positions with the Southern Illinois University Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that emphasize tailored investment strategies through a combination of in-house and third-party managers, along with integrated financial planning and brokerage services.

Matthew Bingham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Rahman Hemica is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Raquet Family Office, and One Pharma. Outside of his advisory work, he is involved as a director of One Pharma LTD, a pharmaceutical manufacturing company in Bangladesh, and serves on the board of Hemica's Angels for Humanity, a nonprofit providing healthcare and meals to underprivileged communities. He is also the founder of No Chinta Home Healthcare, a home healthcare services platform. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Jessica Walton is a financial advisor at Merrill with Series 65 and Series 66 credentials and has one year of industry experience. She has previously worked at Bank of America and other firms and serves on the board of directors for Timeless Gifts, a nonprofit performing arts program for youth and young adults in Chicago. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Anna Bertha Stepanovic is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc for nine years. She is also president of Plenitud, Inc., an S corporation through which she receives residual insurance payments. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm provides diversified portfolio management using various asset-allocation tools and supports multiple advisory platforms and third-party solutions.

Steven Hixon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes long-term roles at various Cetera entities dating back to 2004, as well as prior experience at Premier Tax & Accounting. Outside of advisory work, he is involved in tax preparation and accounting services through Premier Tax & Accounting Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Sean Graft is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and scenario modeling.

Vivian Morgan is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Morgan Stanley, having joined in 2022 after roles at Citi and a long tenure at Fifth Third Securities and Fifth Third Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.