Austin Smith is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Guggenheim Funds Distributors, LLC and J.P. Morgan Securities LLC. 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. The firm’s planning process uses structured tools and modeling techniques but does not include individual security recommendations as part of standalone plans.

Bob Colville is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Cesar Venzor is a financial advisor with Merrill based in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked at several firms including Midway Staffing, City Winery, and GoHealth Inc. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies implemented by affiliated managers and is part of Bank of America’s broader corporate platform offering a wide range of financial products and services.

Richard Sofiak is a financial advisor with Wells Fargo Clearing in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Nicholas Ettelbrick is a financial advisor with Edward Jones in Lisle, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he owns a farm and hunting land in Little America, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Kenneth Small is a CFP® with 42 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously was with Securities America Advisors and National Planning Corporation. He is involved in non-variable life insurance and fixed annuity sales through Capitas Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by internal and third-party research, with both discretionary and non-discretionary management options.

Dylan Engel is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Chipotle for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Robert Jungels is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved with Prairie Path Cycles, a business operating since 2003. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform combining advisory programs with brokerage and insurance products.

John Quinn is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to his current role, he held various positions including work with the Boys and Girls Club of Greater Dubuque and Loras College. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laurel Long Engel 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 Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brock Renner is a Series 66-licensed financial advisor with Morgan Stanley, based in Oak Brook, IL, and has 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Morgan Stanley Private Bank, N.A. Brock previously worked with Display Case, LLC, and Housesale.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates advanced tools such as Monte Carlo simulations and the guidance of a Global Investment Committee.

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

Qureish Esmail is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Esmail holds a Series 63 designation and operates Esmail Financial Strategies, a fixed insurance products business offering term life, guaranteed universal life, indexed universal life, and long-term disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed accounts to construct portfolios across various asset classes.

Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related organizations including the Miami Marlins and the Minnesota Twins. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, often working through program sponsors and endorsed platforms.

Richard Jakush is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007. Jakush holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Brett Proudfoot is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Invesco Advisors, Inc. prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools, serving clients through both individual and corporate financial planning agreements.

Kyle Tripi is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related entities since 2021 and also engages in selling life and fixed annuities as an insurance agent. Currently, he operates under Nestlehut Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various third-party money managers and program structures.

Todd Riggin is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He has a long tenure at Harris Investor Services Inc and Harris Bank, spanning over 20 and 30 years respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

James Hogan is a financial advisor with Cetera, holding a CFP® designation and over 31 years of industry experience. He has worked with Cetera since 1998 and maintains additional roles including ownership of an accounting and tax practice and serving as treasurer on the board of the Tri-Town YMCA. Hogan also provides accounting services for the Calumet Area Industrial Commission. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Julie Hankes is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions to support diversified and alternative investment strategies.