James Donenberg is a financial advisor at LPL Financial in Deerfield, IL, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2023, following more than two decades with Securities America Advisors, Inc. and Securities America, Inc. Outside of advising, he is also a licensed notary public and has experience in tax preparation and accounting through Warady & Davis LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Nicole Simmons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and has prior experience at Emils Restaurant, Loft, and other firms. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Celestina Mc Laughlin is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery methods and proprietary tools, offering a range of investment and planning solutions without individual security recommendations in standalone plans.

Harrison Brandt is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent 11 years at Bank of America Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Dennis Riley is a financial advisor with Primerica Advisors in Bensenville, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and previously worked at H&R Block for one year. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and acts as a representative for United Health Care. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its investment models.

Jeffrey Beck is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Merrill, Bank of America, and Money Concepts Capital Corp. In addition to his advisory work, he sells fixed insurance products and manages an expense management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Karen Finerman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019, including prior roles at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she serves as a power of attorney, trustee, and executor for family investment matters. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, serving clients with a variety of planning needs through a network of more than 4,000 advisors.

Emily Figueroa is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2023. Prior to that, she spent four years with Wealth Enhancement Brokerage Services and related firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Stevens is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, N.A., Merrill, and City National Bank. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Ana Villarreal is a financial advisor with Morgan Stanley Wealth Management in Glenview, IL, holding Series 63 and Series 66 designations with 11 years of industry experience. Her prior experience includes roles at UBS Financial Services and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Joseph Mckenna is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Johnson Financial Group, LPL Financial, and The Mather Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights as part of its advisory offerings.

Christopher Collins is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Collins serves on charitable boards focused on educational scholarships and is involved in leadership and fundraising activities with Boy Scout Troop 48. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, and charitable organizations. The firm offers tailored investment advisory programs combining in-house and third-party managers, emphasizing customized portfolio management aligned with clients’ risk profiles.

Michael Marron is a financial advisor with LPL Financial in Park Ridge, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at SagePoint Financial and Retirement Plan Advisors, LLC. Marron is involved with Marron & Associates, which focuses on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technologies.

Steve Richenberger is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he held positions at JPMorgan Chase Bank, N.A., and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates quantitative and qualitative research along with ESG considerations.

Magdy Abd is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for TCF National Bank and Huntington National Bank for eleven years each. 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 affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Stefanie Pyferoen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Glenview, IL, and has one year of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2015. 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 through a non-discretionary program. The firm’s advisory process is supported by centralized due diligence and integrates quantitative and qualitative research with an ESG eligibility framework.

Ralph Lynch Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a co-trustee for family trusts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools, and integrates advisory services with other financial product offerings.

Patrick Hoch is a financial advisor at Stifel with 40 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Morgan Stanley DW Inc. for nine years before joining Stifel in 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Scott Reighard is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2000 and holds Series 63 and Series 65 designations. Outside of his advisory role, he works as a tennis instructor for the Glenview Park District. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, using a range of traditional and complex investment strategies.

Jared Blair is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at J.P. Morgan and Gallagher, as well as experience outside the financial industry. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.