Tyler Wielgos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at CoinFlip, Bank of America, Merrill, NinjaTrader, and in educational roles before joining Morgan Stanley. Outside of his advisory work, he is the sole proprietor of JustStank LLC, a retail and online store based in Wheaton, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by a structured discovery process and firm-approved tools.

Pragna Rohman is a financial advisor at LPL Financial with 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for a combined 18 years. Outside of her advisory work, she is a business owner of Royal Foods & Flavors and serves as a board member of the Sizzle Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Joshua Mancino is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. outside of his advisory role, no additional business activities are noted. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to various managed portfolio programs alongside brokerage and insurance products.

Eva Maria Atanassova is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held roles at Aramark, Enterprise Holdings, and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

Catherine Marino is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at PFS Investments Inc. since 2011 and at Primerica Financial Services since 2007. Outside of her advisory work, Marino is a self-employed tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on curated investment options with a tiered wrap fee structure.

John Tofilon is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning services directly and through corporate agreements.

Kelly Ipjian is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Triad Advisors, Alera Investment Advisors, GCG Financial Services, and Securian Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

David Carter is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JP Morgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates with Bank of America’s wider platform, providing access to various financial products and services.

Chris Brunner is the Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients plan for their lifetime financial goals through benefits review, equity compensation analysis, wealth planning, and guidance. He has held this role since 2022. Chris brings extensive experience in financial consulting and product solutions, having held vice president positions at Northern Trust and Towers Watson Investment Services, as well as senior leadership roles at The Hartford Funds, Affiliated Managers Group, and Convergex Group. He began his career at Fidelity Investments as a Financial Representative, serving from 1993 to 2007. Chris holds a California Insurance License. Outside of his professional work, he is interested in family activities, fitness, football, golf, and softball.

Kathleen Liggins is a Series 66-licensed financial advisor with Edward Jones in Buffalo Grove, IL, where she has six years of experience. She has been with Edward Jones since 2007 in various roles. Outside of her advisory work, she serves as Treasurer for the Barrington Juniors Women’s Club and is a managing member of BK Legacy Holdings LLC, a consumer retail products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including both discretionary and non-discretionary options, and maintains a large nationwide network of financial advisors and branch offices.

Christopher Auer is a Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in wealth management and financial planning since beginning his career in 1998. He specializes in education planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Christopher focuses on delivering a comprehensive approach tailored to each client’s individual needs by listening carefully and helping them make informed decisions to achieve their financial goals. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher also completed an Accredited Certificate Program at Northern Illinois University. Outside of his professional role, he is involved with the Porsche Club of America and enjoys hiking, music, photography, traveling, and spending time with his family.

Gabe Grzeskiewicz is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He also serves as a partner at Porte Brown LLC, a CPA firm where he provides tax and accounting consulting services, leads the internal IT team, and manages the Elgin office. Additionally, Gabe is a board member of the Elgin Area Chamber, contributing to local business networking and strategy. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and financial planning options through a nationwide network of independent advisors.

John Lancaster III is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is a partner at Porte Brown LLC, where he provides tax preparation, planning, and consulting services to both individual and corporate clients. Lancaster also serves as the treasurer on the board of the Palatine Area Chamber of Commerce, participating in local business events and chamber activities. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Douglas Mccoy is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 1997 and also operates Douglas L. McCoy Financial Services, Inc., a business he has maintained since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from internal and third-party sources.

Gerardo Soriano is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Soriano is a licensed long-term care insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Blade Varian is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Greg Imhoff is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of his advisory work, he is involved with business entities such as BMGI Planning Partners, LLC, and Intuitive Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Joseph Scott is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he owns a rental property business in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supplemented by firm-approved tools.

Paul Wessel is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. In addition to advisory services, he is involved in independent insurance brokering, specializing in long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment ecosystem.

Mark Gallegos is a Series 66–licensed financial advisor with two years of industry experience, currently with Cetera. He also serves as a partner at Porte Brown LLC, where he leads the international tax department, M&A tax area, and tax credits and incentives area, and engages in tax research and speaking on tax topics. Previously, he has worked with Avantax and Borhart Spellmeyer & Company LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to implement model portfolios or bespoke strategies across various program structures.