Connor Cook is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held various roles outside the financial industry, including positions at Jimmy Johns, Amazon, and Hy-Vee. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm serves high-net-worth clients and integrates algorithmic automation with advisor oversight in its planning process.

Zachary Baj is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and The Orvis Company, along with time spent as a student and a period of extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Yulia Pavelko is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop client plans.

Amy Kalas is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ryan May is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He serves on the boards of The Super Jake Foundation and a local organization in Chicago. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Connor Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide annual, non-discretionary recommendations delivered in partnership with client advisors.

Joann Ziegler is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities while providing a broad range of capital markets services.

Brendan Byrne is a financial advisor with LPL Financial based in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bankers Bank, Cetera Advisors, Citigroup Global Markets, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and proprietary research to support discretionary and non-discretionary management.

Gerald Mccabe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory role, he is the sole proprietor of a privately owned investment property. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analyses.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

Edward Vrablik is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, LPL Financial, and New York Life Insurance Company. Outside of his advisory role, he serves as president of a condo association in Wisconsin and participates in the NAIFA LUTCF Test Writing Committee. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party platforms.

Zachary Krantz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Glen Hillger is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Ross Miller is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2011 and 2015, respectively, and holds the Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and a proprietary investment outlook while offering both direct and employer-sponsored financial plans.

Richard Stejskal is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Ella Kertz is a Series 66 credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at Nisa Investment Advisors, Audiconsultores Etl Global, and Moneta Group. She has also been involved with Cutters Soccer Club and St. Louis Scott Gallagher. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathleen De Pasion is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wayne Hummer Investments for eight years and at J.P. Morgan Securities for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Gustavo Sanchez is a financial advisor with LPL Financial in Gurnee, IL, holding Series 63 and Series 65 registrations and 11 years of industry experience. Before joining LPL Financial in 2017, he worked at PNC Investments and PNC Bank, as well as Fifth Third Securities and Fifth Third Bank. Outside of advising, he is employed part-time as a shipping specialist for UPS. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

James Talbot is a financial advisor with UBS Financial Services in Northbrook, IL, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor investment strategies.