Danielle Burton is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at LPL Financial and Opus Wealth Partners, and she has operated her own business, Homes & Heritage LLC, for over a decade. She is also a partner in a cryptocurrency mining venture where she monitors software and maintains hardware. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary programs with access to affiliated and third-party money managers.

Thomas Solis is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 registrations and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Outside the financial industry, he was involved with Allegrettis Ristorante for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research with an ESG eligibility framework.

Alec Gerlach is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has developed his career within the same company, holding various roles including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. In his current role, Alec partners with clients to build financial plans aimed at helping them achieve their life goals. He focuses on ensuring that clients not only understand and feel confident in their financial plans, but also feel secure about their future.

Daniel Novosel is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. He previously worked at Merrill Lynch and UBS Financial Services before joining Edward Jones in 2026. 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 and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alec Leasure is a financial advisor at Osaic Wealth Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and NorthRock Partners. Outside of his advisory role, he has experience in real estate ownership unrelated to investing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by technology and a complex affiliate network.

Heather Ziron is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously spent five years with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and uses a combination of in-house and third-party investment managers to implement portfolio strategies.

William Travis, Jr Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its financial planning process.

Kinying Chau is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera. She has worked at Cetera and affiliated entities since 1998 and has prior experience at Price Waterhouse beginning in 1989. Outside of advising, she manages tax reporting for clients and holds a tax manager role at a holding company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and consulting services through a multi-manager platform, supporting various program structures and investment approaches.

Garrett Nosal is a financial advisor with Ameriprise in Munster, IN, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked for seven years at Kindred Healthcare. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katie Millar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Wells Fargo Advisors for nine years. Millar serves on several nonprofit boards, including the Gridiron Greats Assistance Fund, the Children's Advocacy Center Foundation, and GRIT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets through a range of advisory, brokerage, and insurance solutions.

Jocelyn Herrera is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she worked at Kristian Navarro Insurance and Financial Services Inc and completed an externship at Amplified Planning. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

John Dudek is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior work includes positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Clare Nawrocki is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2025, she worked at Equitable Advisors and Axa Advisors. She serves as treasurer for a political campaign in Illinois. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Brendan Pasquale is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His background includes various roles in education and retail, as well as attendance at Carthage College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Fitzgerald Atwater is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations within eligible strategies.

Katarzyna Kot is a financial advisor with LPL Financial based in Bridgeview, Illinois. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Polish & Slavic Federal Credit Union, State Farm Investment Management Corp, and Erik Nelson's Insurance Agency. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Brittany Richmond is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has been in the financial industry for over 18 years, with a career spanning roles at Fidelity Investments, Merrill Lynch, Bank of America, and National City Bank. Her experience includes serving as Financial Consultant at Fidelity Investments from 2017 to 2020, AVP Financial Solutions Advisor at Merrill Lynch from 2013 to 2017, Financial Center Manager and Assistant Financial Center Manager at Bank of America between 2010 and 2013, and various customer service and banking roles earlier in her career. She focuses on helping clients invest, manage, preserve, and transfer their wealth. Outside of her professional work, Brittany's personal interests include baseball, football, gardening, parenthood, photography, and traveling.

Conner Boyer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector, such as at PHOENIX Closures and 7 Mile Cycles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Kyle Cavanaugh is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Matthew Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held a position at Ferrara Candy Company from 2015 to 2017. Parks holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and models to support its planning process.