Todd Daley is a CFP®-certified financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020 and previously worked at Charles Schwab from 2016 to 2020. Outside of his advisory career, he has operated an eBay selling business since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and quantitative and qualitative research.

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has previous experience with the University of Illinois at Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rosario Muncy is a Series 66 licensed financial advisor with Merrill, based in Lisle, IL, with four years of industry experience. He has been associated with Merrill since 2003, totaling 23 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Brendan Sheehy is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his financial services career, he spent six years with the Valley View School District. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Bridget Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her background includes roles at Waddell & Reed and various insurance carriers, along with positions at Moraine Valley Community College and the Palos Area Chamber of Commerce. 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 and third-party asset management, supported by extensive technological and operational resources.

Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Securian Financial Services, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and wrap programs.

Thomas Katula is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2018. His prior experience includes roles at Marquette Bank and INVEST Financial Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers diversified portfolio management and planning services through a large network of independent advisors using multiple program structures and managerial options.

William Moore is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include a decade at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property sales and building renovations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management options.

Ann Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Raymond James since 2014 and is also involved with E.C. Hunziker & Associates, Inc., where she serves as President and works as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs across a large network of advisors.

Janice Wong is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Treasure Fleet LLC, Valic Financial Advisors, Wells Fargo Clearing, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers a broad range of derivatives and commodities capabilities.

Thomas Royce is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 14 years at LPL Financial. He is also the president of Voyage Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. 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, third-party asset management access, and institutional platforms, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Hussam Zayyad is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding the CFP® designation and Series 63 and 65 licenses, with 19 years of industry experience. He previously worked at Morgan Stanley & Co. LLC and Metlife Securities, Inc. In addition to his advisory role, he is an independent insurance agent and works as a mortgage broker. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Diane Cassens is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Merrill since 2006 and concurrently affiliated with Bank of America, NA since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Oconnor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

William Kraus is a Series 66-licensed financial advisor at LPL Financial with five years of industry experience. He previously worked at Wintrust Investments, LLC, and held multiple positions at Indiana University and in education. 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 investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Angelo Imbrogno is a financial advisor with LPL Financial in Darien, Illinois, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group, Inc. and Wells Fargo Clearing. 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, third-party asset management, and institutional platforms.