William Milano Jr. is a CFP®-credentialed financial advisor with J.P. Morgan Securities, bringing 15 years of industry experience. He has been with JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC 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.

John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and modeling techniques.

Carolyn Rowland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and has additional roles within affiliated firms dating back to 2014. Outside of her advisory work, she is involved with CJ&K Training Services in an administrative capacity within the environmental services industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies.

Adam Tatroe is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has prior experience with Harris Investor Services, Inc and Edward Jones. 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 a network of over 22,800 advisors.

Tom Weyhrich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as co-trustee and trustee for family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Anne Del Rosario is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Citigroup Global Markets. Outside of her advisory role, she is a part owner and administrator of Diversified Home Care Inc. 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 financial planning, model portfolio programs, and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Edward Samano is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS Financial Services since 2016. Outside of advising, he has involvement with AXA Distribution Holding Corporation related to past sales of variable products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at TRC Advisory. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of programs implemented through third-party asset managers and advisory platforms.

Lauren Stroner is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has worked at Merrill since 2014, with a brief period operating under her own name from 2017 to 2019, and has been with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Brandon Brocato is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes positions at the University of Missouri and a role at Willies Pub & Pool. Outside of advisory work, he is involved as an independent service provider for FedEx through his company, Brandon Matthew Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach centers on assessing client information and risk tolerance to align clients with various advisory models, including third-party and firm-offered programs.

Art Salnikov is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2021. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Stout is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial services industry, including his tenure as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, and as an Investment Advisor at Insight Securities from 2017 to 2021. Prior to that, he was a Financial Advisor at Morgan Stanley from 2014 to 2017 and operated as an Independent Futures Trader at the Chicago Board of Trade from 2008 to 2014. Kevin is dedicated to helping clients and their families take control of their financial futures by assisting them in building personalized financial plans that align with their individual goals. His professional journey reflects a commitment to guiding clients through the development of investment strategies that are in sync with their broader financial objectives. Outside of his professional responsibilities, Kevin engages in activities such as biking, kayaking, outdoor adventures, skiing, traveling, and volunteering.

Robert Siers is a CFP® with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to this, he worked at JPMorgan Chase Bank, N.A. beginning in 2008. Outside of his advisory role, he is an owner and partner in Hatch and Fletch, LLC, a business involved in land acquisition. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Theodore Russell is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options tailored to clients meeting net-worth criteria.

Jon Clare is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 25 years. In addition to his advisory role, he is involved in the sale and service of disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with various investment types, managing accounts on both discretionary and non-discretionary bases.

Samantha Mc Guire is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and has been with JPMorgan Chase Bank since 2017. Prior to that, she was with US Bank from 2013 to 2017. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he operates an outside insurance brokerage through INFINITY STRATEGIC PARTNERS, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing various third-party advisory models and providing ERISA fiduciary services through credentialed representatives.