Lawrence Grzybek is a financial advisor with Edward Jones in Crystal Lake, Illinois, holding the CFP®, ChFC®, and Series 66 designations. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Kubica is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. outside of his advisory role, Kubica manages two residential rental properties in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm‑approved tools and modeling techniques.

Juliette La Voye is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance (Morgan Stanley) and AXA Advisors, LLC. Outside of finance, she has experience in the restaurant industry, including roles at Laura's Bar and Grille and Jake n Joes Sports Grille. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

David Lammers is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. 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 offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Christopher Fasano is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 credential and previously spent 21 years at Lincoln Financial Advisors. Outside of his advisory role, he is an insurance agent offering various types of coverage including accident and health, disability, long-term care, and life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager strategies.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Nico Paoletti is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at B-Rogue Built, TCC Wireless, and Best Buy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates broader derivatives and commodities capabilities.

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ryan Fike is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2012, previously working at Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas such as personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael takes a 360-degree view of clients' financial lives, evaluating both assets and liabilities to help identify areas for improvement and assist clients in prioritizing and achieving their financial goals. Michael holds a bachelor's degree in finance from Eastern Illinois University and a Master of Business Administration from Northern Illinois University. He has been in the financial services industry since 2004, with experience in retail banking and life and long-term care insurance sales. He joined Merrill Lynch in 2012 and has served in various roles, including assisting other advisors, managing branch operations, before becoming a financial advisor. He holds professional designations including CERTIFIED FINANCIAL PLANNER4 (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Michael lives in Algonquin, Illinois, with his wife, Michelle, and their six daughters. He is actively involved in his local community and church, serving on several committees and as a volleyball coach at his children's school. He is a member of the Knights of Columbus and volunteers with organizations such as the 4-H program of Kane County, Feed My Starving Children, and Northern Illinois Food Bank.

Lee Cohn is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 40 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. Outside of his advisory role, he is involved in managing several investment-related businesses focused on real estate in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Jalisia Robinson is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and proprietary research tools.

John Lindquist is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Cetera since 2000 and operates John Lindquist Ltd CPA, providing tax preparation and supervision services since 1980. Lindquist also works as a CPA offering investment-related services alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mc Kenzie Quinn is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Charles Schwab, Quinn held roles at Jonny Cabs, Coopers Hawk Winery and Restaurant, Dave and Busters, and American Airlines. Quinn is also involved with Jonny Cabs and Coopers Hawk Winery and Restaurant outside of the financial sector. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside centralized custody and operational infrastructure.

Douglas Wollney is a financial advisor with Morgan Stanley, holding a Series 66 license and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Outside of his advisory work, he manages a rental property in Chicago as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

Tyler Lattery is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Collabera, and within the ISD 191 Burnsville Eagan Savage school district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Michael Forte is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002, including over two decades at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory options supported by multi-asset model portfolios and centralized operational structures.

Walter Cosmo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and the Metropolitan Life Insurance Company from 1994 to 2017, followed by positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related business activities through multiple agencies in Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.