Joe Cuturilo is a financial advisor with LPL Financial in Lombard, Illinois, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services, Banc One Securities, and Ameriprise. Outside of advising, he is also a notary public. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party strategies and various operational tools.

Matthew Drafall is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on topics such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing system.

Giana Ferrari Ayers is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and has been president of the consulting firm Ferrari Resource Group, Inc. since 2013. Ayers is also involved in community support through her ownership of Neighborly Way, which provides counseling, resources, education, and social opportunities to community members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Todd Lefevre is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Clearing. 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 financial planning, model portfolio programs, and institutional platforms, with a focus on both advisory and non-advisory financial services.

Anthony Berardi is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at Ameriprise and Core Investments Group. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation, portfolio optimization, and supports discretionary strategies along with third-party managers and proprietary models.

Logan Morrison is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Medline Industries LP, Pure Processing, and Morgan Stanley. Morrison’s background also includes academic and secondary education roles. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

James Mc Greal is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 66 and Series 65 designations and has been with Ameriprise since 2017. Outside of his advisory role, he serves on the Board of Directors for Yorkfield Presbyterian Church in Elmhurst, Illinois. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tailored, tax-aware retirement strategies.

John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and modeling techniques.

Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Natalie Kott is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Alexis Benson is a Series 66-licensed financial advisor with Edward Jones in Geneva, Illinois, bringing six years of industry experience. She has been with Edward Jones since 2019 and previously worked in education and the food service industry. Outside of her advisory role, Alexis operates a digital Etsy shop offering downloadable content. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily 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 separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Joseph Martin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a notary public and is a 45% owner of Martin & Martin Investment Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop recommendations implemented through various brokerage or advisory programs.

Sheila Baker is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, SagePoint Financial, Neaco Advisory, FSC Securities Corporation, Neader Insurance, and Third Street Advisors. Outside of her advisory work, she serves as a substitute teacher in her local district. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes a year at TRC Advisory and several periods outside the industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

John Rossini is a Series 66-registered financial advisor with Edward Jones in Bartlett, IL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over 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 nationwide network of approximately 23,701 financial advisors.

Charles Vietzen is a financial advisor with LPL Enterprise holding a Series 66 license and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Advisory Services, among others. He is also involved in the sale of Medicare-related insurance products as an agent for American Republic. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

James Leyden is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His career includes a long tenure at Waddell & Reed, Inc. from 1995 to 2021, as well as co-founding Joint Impact LLC, an independent business entity. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, distinguished by its scale and integration of advisory and non-advisory financial activities.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.