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.

William Brower is a financial advisor at Osaic Wealth with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Osaic since 2024. Prior to this, he spent over two decades at Securities America Advisors, Inc. and maintains ownership of William H. Brower, P.C., a bookkeeping and tax preparation business. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party money manager programs.

Mathew Puthenveetil is a financial advisor at Wells Fargo Clearing with one year of industry experience and a Series 66 designation. Prior to joining Wells Fargo, he worked at Glenwood Dental Care P.C. and held positions at Benedictine University, Community Hospital, and the University of South Florida. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Daniel Armstrong is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management, where he has served clients since 1987. He focuses his practice on family wealth management strategies, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Dan works closely with clients and their families to develop personalized financial strategies, drawing on his ability to translate complex financial matters into clear, actionable plans. He emphasizes a family service model and supports multiple generations, including families with special needs children. Dan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of South Dakota. As a Senior Portfolio Manager, he manages discretionary personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Dan enjoys boating, baseball, and cooking. He has competed over 20 times in the Chicago-to-Mackinac sailboat race on Lake Michigan. Dan and his wife reside in Lemont, Illinois, where they follow their teenage son’s travel baseball activities.

Gerardo Silva is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in providing tailored financial plans to clients and their families, focusing on wealth growth, preservation, and distribution. Prior to his current role, Gerardo worked as a Financial Advisor at Edward Jones from 2018 to 2021. He collaborates with a team of professionals to support clients throughout their financial planning process. Outside of his professional work, Gerardo has personal interests that include the beach, cars, pets, soccer, and traveling.

Ashley Edgeworth is a financial advisor with Equitable Advisors in Oak Brook, IL. She holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to joining the firm, her background includes roles in retail and hospitality. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Margret Schrant is a CFP®-certified financial advisor with 31 years of industry experience. She has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory roles, she has been involved with Meadow Brook Farm for over 17 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, charitable organizations, and government entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

James Ferguson II is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. His background includes roles at Morgan Stanley Private Bank, The University of Alabama, NXT Capital, and Gibsons Restaurant Group. Outside of finance, he has experience connected to the hospitality industry through these positions. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and firm-approved processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Veirup is a financial advisor with Cetera in Lombard, IL, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, he serves as president of the Spanish Galleon Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform that includes access to affiliated and third-party managers as well as customized investment strategies.

Aivilis Wibbeler is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Aivilis partners with clients to understand their financial goals and collaborates with them to build customized plans tailored to their unique situations. Clients benefit from Fidelity's trusted reputation, advanced technology, and cost-efficient investment platform. Aivilis is committed to developing long-lasting relationships with clients, focusing on aligning financial strategies with individual needs. Outside of work, Aivilis enjoys cooking and baking, as well as participating in family activities.

Andrew Mau is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Voya Financial Advisors and Lionheart Financial LTD. He is a board member of a networking group, BNI Power Referral Partners. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Claude Sherman Jr. is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to deliver tailored, non-discretionary advice primarily focused on assets held in Ameriprise Managed Accounts.

Richard Krooswyk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked for 18 years with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. His other business activities include involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors, offering financial planning, asset management programs, and institutional platforms.

Matthew Lantz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Blackrock Investments, Inc. for 19 years. 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 and third-party asset management, supported by extensive operational tools and a large network of advisors.

Trevor Heide is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at City National Bank and BMO Investment Distributors prior to his current role. Outside of his advisory work, Trevor serves on the board of the homeowners association for his condominium and is a junior board member of PAWS Chicago, a nonprofit animal shelter where he participates in fundraising and volunteering. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm integrates both in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Robert Sanfilippo is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and retired for two years before joining LPL Financial in 2025. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,000 advisors.

William Seibold is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Seibold is also a co-owner of Seibold Wealth Management Inc., a separate investment-related practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and offers a variety of specialized planning services to clients meeting certain net-worth criteria.

Joshua Morris is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and no prior industry experience. His background includes roles in education and construction, including positions at Calumet College of St. Joseph and MBP Construction. Equitable Advisors serves a range of clients from individuals to institutional entities, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.