Joseph O'Donnell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with LPL Financial since 2009 and previously spent five years with Associated Securities Corp. and Associated Planners Investment Advisory Inc. His outside activities include involvement with Sequoia Financial Network, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Terrence Trimuel Sr. is a financial advisor with Primerica Advisors, holding Series 65, Series 66, and Series 63 licenses and bringing 10 years of industry experience. His prior work includes roles at Ameriprise and over a decade with the U.S. Department of Housing and Urban Development. He has also been associated with Primerica Financial Services since 2009. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-driven investment strategies and delivers advisory services through a large network of advisors, with approximately $15.5 billion in assets under management.

Lisa Hardy is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Forthright Financial Planning and in roles outside the financial services sector, including with the Village of Palatine and Executeam Staffing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

Christine Wirtschoreck is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2010 to 2022 before joining Morgan Stanley’s Private Bank and Smith Barney divisions in 2022. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Sophia Diforti is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Riverside School District 96 and the University of Mississippi Physics Department. She also has experience in recreational and hospitality roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary and non-discretionary portfolio management.

Kyle Sahli is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 credential and three years of industry experience. His background includes positions at Equitable Advisors, Northwestern Mutual, and Amazon Inc., as well as entrepreneurial experience with DeVries Landscape. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Paul Majauskas is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009. Outside of his advisory work, he is involved in several private business ventures, including portable defibrillator technology and cattle breeding. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing advanced modeling tools and offers services through both direct client relationships and corporate financial planning agreements.

Brianne Wolf is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has worked with multiple firms including Avantax Advisory Services and 1st Global Capital, and serves as Vice-President and Accounting Manager at Bill Hickey & Associates, Inc. Outside of her financial advisory work, she operates a direct sales business selling women's and children's clothing. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Marc Corigliano is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fiducient Advisors LLC, Nuveen LLC, and Janus Henderson Investors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Murphy is a financial advisor at LPL Financial with a Series 66 designation and 0 years of industry experience. His prior work includes roles in food and beverage and design industries. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christopher Smith is a financial advisor with LPL Financial in Mokena, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill, Bank of America, and Morgan Stanley. 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 range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

David Raap is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Oak Brook, IL, and has five years of industry experience. His background includes roles at JPMorgan Chase Bank and Wells Fargo Advisors. Outside of his advisory work, Raap is involved in several business ventures, including ownership and partnership positions in non-investment-related companies such as R & C Group INC and DSR Services INC, where he manages operations and receives royalties from a sold franchise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a range of eligible investment strategies, supported by affiliates offering portfolio implementation and services.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Robert Cox is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab and has experience in various roles including at the University of Dayton and Butler National Golf Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm focuses on tailored financial planning using structured discovery processes and planning tools, serving clients through direct and corporate financial planning agreements.

Emily Agresta is a CFP® with six years of experience in the financial industry. She currently works at Raymond James Financial Services Advisors, Inc. and has prior experience with Prosperity Capital Advisors, Innovation Partners LLC, and Hammer Financial Group. Agresta has also worked in academic and community roles, including at Purdue University Northwest and The Adventure Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jennifer Arquilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2018. Arquilla serves as a planning committee member for Women Who Advise in the Chicagoland area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bartosz Bak is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, N.A. Outside his advisory role, he is involved with a private promissory note investment and has interests in power generation technologies and lending-related technology partnerships. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad investment offering.

Kyle Klepsch is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 affiliated discretionary separate managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Amy Berg is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns an Etsy shop focused on retail and online sales. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and emphasizing client responsibility for plan implementation and updates.

Christopher Barnard is a financial advisor with UBS Financial Services in Hinsdale, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Painewebber Inc. for 26 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.