Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. 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 provides a range of investment strategies and affiliated services under a fiduciary standard.

Paul Vanecek is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2015 and has also held positions at Old National Bank and First Midwest Bank. 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 representatives. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Robert Granner is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he manages a residential condominium unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 55 years of industry experience. He previously worked at UBS Financial Services and is a partner in Silver Liberatore Group LLC. Outside his advisory role, he serves as CEO of EIS Enterprises, Inc. and is a partner in Lighthouse Racing, LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and supports institutional clients with fiduciary and public finance services.

David Strutzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He is the owner of Strutzel Family Wealth Management and has prior experience at Raymond James & Associates. Outside of finance, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party strategies with both discretionary and non-discretionary account options.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Roberta Lingle is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2009. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Dalzell is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds, utilizing proprietary research and planning tools.

Matthew Wilson is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Foreside Fund Services, Aegon Asset Management, and Atrium Capital Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Lissette Gomez is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1993 and serves as the senior partner of the GR Wealth Management Group. In her role, Lissette focuses on building long-lasting client relationships by thoroughly understanding clients' financial situations, priorities, risk tolerance, and goals. She and her team offer a comprehensive approach to wealth management, providing customized solutions and access to investment insights from Merrill and banking services through Bank of America. Her client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor in Merrill’s Investment Advisory Program, she manages custom investment strategies and selects appropriate portfolios to help clients pursue their financial objectives. Lissette resides in the Northern Suburbs with her husband and two sons. She supports various humanitarian and research organizations such as the American Cancer Society, United Way, and Special Olympics. In her personal time, she enjoys hiking, interior decorating, traveling, and spending time with her family.

Tauras Martinka is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he held various roles including positions at Brent Jablonski Allstate Agency and several other employers. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Michael Mahoney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Cetera since 2004 and currently serves as president of Mahoney Advisors, P.C., a financial services firm. In addition to his advisory work, he operates a drone video business producing content for social media. Cetera Investment Advisers LLC provides a broad range of portfolio management and retirement services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients with various discretionary and non-discretionary program options.

Jeffrey Gromos is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Marlo Chambers is a financial advisor at Ameriprise with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Charles Schwab, and TIAA-CREF. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice. The firm’s approach includes tax-aware withdrawal strategies and asset allocation, supported by internal research and third-party data.

Johnny Johnson Jr. is an Investment Consultant at Fidelity Investments, where he has been working since 2024. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2024. His professional background includes roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. Johnny partners with individuals and families to develop personalized financial strategies aligned with their values and long-term objectives. He emphasizes listening, clear communication, and long-term relationship building, aiming to assist clients with retirement planning, wealth building, and navigating financial changes. Outside of his professional work, Johnny enjoys board games, family activities, fishing, football, golf, and reading.

Kyle De Vries is a CFP® professional affiliated with Raymond James Financial, with 26 years of industry experience. He has worked at Raymond James since 2016 and previously spent 15 years at Edward Jones. In addition to his advisory role, he owns a wealth management support company operating as a branch office for Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Christopher De Long is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2025. De Long has also been involved with DeLong & Associates, Inc. and its d/b/a Padgett Advisors since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment program platforms through a nationwide network of independent advisors.

John Pezzullo is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has worked with Cetera since 2000 and is also a certified public accountant owning Jonlyn and Associates, a CPA firm. Outside of advisory work, Pezzullo is involved in several real estate management and development ventures and engages in health product sales through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services, supported by a broad network of over 10,000 advisors and substantial assets under management.