William Hoffman is a CFP®-certified financial advisor with 25 years of industry experience, currently with Edelman Financial Engines. He has worked at several affiliated firms since 2013 and serves as a trustee of the Rise School of Austin, a Texas nonprofit. He is also a limited partner in a family limited partnership, WJ Hoffman Investments, Ltd. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of committee-driven proprietary modeling and planner delivery, serving a large client base with diversified portfolios and a fiduciary standard for retirement accounts.

Brandon Kanagy is a financial advisor at Fidelity with 29 years of industry experience. He has held various roles within Fidelity, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Kanagy holds Series 63 and Series 65 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Daniel Carroll is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has prior experience with Mutual of America Securities and Thrivent Investment Management. Outside of his advisory role, he serves as a committee member at Midlothian County Club. 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, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Brian Hayes is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Charles Schwab since 2017 and earlier positions at optionsXpress, Inc. and Wolverine Execution Services, LLC. Outside of his advisory work, he is a landlord of a rental property in his local neighborhood in Evergreen Park, IL. Charles Schwab 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, offering both non-discretionary advice and access to discretionary separately managed accounts within a large integrated platform.

Kurt Lindemann is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory work, he owns a personal website dedicated to the Dave Matthews Band where he posts photos and blogs. Morgan Stanley Wealth Management provides a wide 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 offers planning tools that incorporate market assumptions and scenario modeling.

Maureen Wright is a Certified Financial Planner® (CFP®) with eight years of experience in wealth management. She is currently with Morgan Stanley, having worked in various Morgan Stanley entities since 2023. Her prior experience includes roles at Savant Wealth Management and Huber Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee to model financial outcomes.

Jeffrey De Young is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through various in‑house and third‑party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Lucyna Gavrylyuk is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Securities, Fifth Third Bank, Cetera, and MB FINANCIAL Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by the Global Investment Committee’s research.

Larry Handley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he has been involved with Little Peoples Institute Day Care since 1980. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

Niki Condos is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 24 years of industry experience. She has been with RBC Dain Rauscher since 2004. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Robert Haynes is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework.

Anthony Brown is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including time under its former name Axa Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and incorporates third-party asset managers and advisory programs in its advice and implementation.

Anthony Avino is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase, PNC Bank, and UPS Store, as well as owning a business called Avino Electric Inc. from 2018 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles with registered investment companies and use of advanced technologies such as AI in its research processes.

Sadys Ford is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, N.A. since 2022. Outside of advisory work, Ford is involved in managing rental property in Bloomingdale, Illinois. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored planning and advisory programs.

Ashly Knight is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and three years of industry experience. Her career includes roles at Fiducient Advisors and Morgan Services, as well as ongoing involvement with ASC Engineered Solutions and A.J. Dralle, Inc. She also conducts sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by external asset managers and supports account custody and trade execution through Pershing and BNY Mellon Advisors.

Jocelin Paredes is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting model portfolios across a broad investable universe.

Michael Martin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. Martin serves on the boards of Be Brave Buddies, a nonprofit distributing dolls and cards to children with cancer, and the Dan Gibbons Foundation, which works to feed the hungry in DuPage County, Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers bespoke portfolio management and financial planning services, utilizing a range of in-house and third-party investment solutions tailored to each client’s risk profile.

Timothy Werner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for three years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides a range of investment solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Frederick Schoenfeld II 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 worked at firms including Morgan Stanley, Citigroup Global Markets, TIAA, and AXA Advisors. He is based in Hinsdale, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Kusay is a financial advisor with LPL Financial who holds a Series 63 designation and has 38 years of industry experience. He has been with LPL Financial since 1994 and operates Kusay Financial Services, which provides accounting, bookkeeping, and tax preparation services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.