Jennifer Tibbs is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with multiple firms including Avantax Advisory Services and currently operates Strategize Tax LLC, where she prepares tax returns for the public. In addition, she is involved in educational consulting focused on teaching methods and math curriculum development. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

Nathan Craig is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services supported by Wells Fargo research and planning tools.

James Walsh is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and licenses Series 63 and Series 66. Walsh has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Ristau is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as Acting President of the Board of Directors for Home 2 Home Project, a nonprofit that furnishes homes for families moving out of shelters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and market-making activities.

David Condon is a Series 66–licensed financial advisor with Edward Jones, based in Homer Glen, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Axa Equitable and AxA Advisors. Outside of his advisory role, he officiates college baseball games during the spring months for the NCAA. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Glenn Kolososki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based Corporate Financial Planning agreements.

Richard Powell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kimberly Muzquiz is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Old National Bank, First Midwest Bank, Fiducial Investment Advisors, Inc., and LaSalle Financial Services, Inc. Outside of her advisory work, she is involved with Young Living Essential Oils. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies across various platforms.

Jeremiah Wise is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank. He is involved with Legacy Acquisition Partners LLC and Be Wise Holdings LLC, both of which focus on real estate-related activities beyond his advisory work. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process and various investment programs.

Aimee Bowman is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a wide range of advisory programs utilizing structured discovery and firm-approved planning tools.

Brett Kribs is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel since 2009 and holds the Series 66 designation. Outside of his advisory role, he is the managing member of Bravo Kilo LLC, which advises on real estate purchases. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michael Deoliveira is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked with Cetera since 2026 and previously spent over a decade with Charles Schwab in various roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

David Sesterhenn is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, with prior roles at Cole Parmer and Polyair Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Joshua Dunn is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and over 14 years of industry experience. His prior roles include positions at Fifth Third Bank and Fifth Third Securities. Outside of his advisory work, he is a partner involved in business development at Guardrail, LLC, a technology firm based in Cincinnati. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools to support its advisory process.

Katarina Milosevic is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. She previously worked at Equitable Advisors, LLC, America's Choice Insurance, and has academic experience from the University of Illinois Urbana-Champaign. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Matthew Thompson is a financial advisor with Morgan Stanley in Tinley Park, IL, holding Series 63, 65, and 66 designations and 26 years of industry experience. His career includes roles at Northern Trust Bank, E*TRADE Securities LLC, and a brief period at Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Adams is a Series 66 licensed financial advisor with nine years of experience, currently with Edward Jones since 2017. She previously worked at UBS Financial Services from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary investment strategies under a fiduciary standard.

Fatima Calvillo Ortiz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has held various positions within J.P. Morgan entities since 2007, as well as roles at PoshMark and Airbnb. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

William Eilbracht is a financial advisor at Edward Jones in Riverside, IL, holding the CFP® and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeff Kramer is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 credentials and accumulating 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, Kramer is the owner of Du Page Training Academy, a non-investment-related venture. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages substantial client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.