Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. 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 provides a range of investment strategies and affiliated services under a fiduciary standard.

Carrie Denham is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Morgan Stanley and previously worked at Mesirow and Bank of America/Merrill Lynch. Outside of her advisory role, she is the sole proprietor of Triple Dog Properties LLC, a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services based on structured discovery conversations and firm-approved tools.

Matthew Deboer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing Services and Calamos Financial Services. He serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders, assisting with budget preparation. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Christopher Castaneda is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley and Edward Jones. He serves as treasurer for the Mill Creek Elementary Parent Teacher Organization. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andres Chavez is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial industry, including serving as a Platinum Relationship Manager at Etrade by Morgan Stanley from 2022 to 2023, a Financial Consultant at E-trade from 2019 to 2022, and a Private Bank Fraud Services Specialist at J.P. Morgan Chase Private Bank between 2017 and 2019. His practice focuses on assisting clients through evolving economic cycles with an emphasis on planning tailored to individual needs. Andres provides guidance centered on the longevity of financial plans amid changing market conditions, maintaining transparency throughout the process to outline potential outcomes and gaps. He prioritizes meeting clients where they are today to help plan for retirement aligned with their goals. Outside of his professional work, Andres has personal interests in running and traveling.

George Teng is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Teng is also an insurance agent affiliated with MetLife Trails. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Scott Lange is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2009 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Burner Jr. is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a general partner in Burner Farms LP, a family farm in Naperville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gregory Pfaff is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Cetera since 1996 and operates an independent tax preparation business, Accounting & Tax Associates, which he owns and has run since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Komalpreet Kaur is a financial advisor at Stifel in Naperville, IL, with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services, Fidelity Brokerage Services, Merrill, and Bank of America. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Charles Nunley is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, BDO USA LLC, and Sheffield & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria.

Jesse Diaz is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing, UBS Financial Services, and Prudential Equity Group. 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 combines research from Wells Fargo Investment Institute with third-party analytics to implement diversified investment strategies across brokerage and advisory platforms.

Michael Bivins is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports clients and their families by crafting personalized financial plans aimed at navigating complex markets and securing their financial futures. Prior to his current role, Michael worked as a Financial Representative at Fidelity Investments from 2023 to 2025 and at Modern Woodmen of America from 2022 to 2023. His experience spans various aspects of financial representation and investment consulting. Outside of his professional responsibilities, Michael's personal interests include beach activities, family activities, and music.

Alyssa Sheehy is a financial advisor at Morgan Stanley in Lisle, IL, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Merrill Lynch, State Farm, and Echo Global Logistics. Morgan Stanley Wealth Management offers 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 and approved tools to model outcomes, with clients responsible for plan implementation and updates.

Christine Miller is a financial advisor with Raymond James & Associates in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2012 and previously worked at Petco in 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michael Mahoney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Cetera since 2004 and currently serves as president of Mahoney Advisors, P.C., a financial services firm. In addition to his advisory work, he operates a drone video business producing content for social media. Cetera Investment Advisers LLC provides a broad range of portfolio management and retirement services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients with various discretionary and non-discretionary program options.

Fernando Ereneta is a financial advisor with Raymond James Financial Services Advisors Inc. in Warrenville, IL, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with Raymond James since 2009. Outside of advisory work, he owns several office and residential rental properties, including the office condos where his business operates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting clients through its advisory programs and maintaining a broad advisor network.

John Pezzullo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera since 2005 and also owns a certified public accounting firm, Jonlyn and Associates, Inc. In addition to his advisory work, he is involved in managing multiple real estate businesses and participates in the sales of health products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, including access to affiliated and unaffiliated third-party managers and various program structures.

Margaret Welsh is a financial advisor with Raymond James & Associates in Naperville, IL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, she worked at Chase Bank for six years and Cottonwood Financial for four years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.