Jennifer Klonowski is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 designations and has 11 years of industry experience. She worked at Edward Jones from 2014 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than specific security recommendations.

Charles Ferris is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 license. He joined Morgan Stanley in 2025 and has prior experience across various industries including logistics, security, retail, and event design. Ferris has also held roles related to education and community recreation from 2015 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.

Daniel Murphy is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked with Equitable Advisors since 2001, including its predecessor, AXA Advisors, LLC. Outside of his advisory role, Murphy is a partner at Goal Point Strategies. 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 range of advisory programs and third-party asset managers to tailor investment strategies according to client needs and risk profiles.

Susan Leuver is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior roles include positions at Morgan Stanley and various Wells Fargo affiliates. Outside of her advisory work, she serves as an executor of her grandmother's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services tailored to clients with certain net-worth thresholds and combines advisory recommendations with other financial product offerings.

Brian Paone is a financial advisor with J.P. Morgan Securities in Hinsdale, IL, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2006. Prior to that, he worked at Ameriprise in 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and research.

Taylor Bunes is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for nine years and has been involved with the HealthCare Solutions Team since 2015. Outside of advising, Bunes is active in non-variable insurance sales. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brian Williams is a financial advisor with Edward Jones in Mokena, IL, holding a CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is the owner of an LLC named Brisela LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Robert Dow is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 licenses. He has 26 years of industry experience and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014. He serves as a board member of the Bellarmine Jesuit Retreat House, a religious and community organization in Barrington, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Kimberly Smith is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. 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 including tailored financial planning supported by advanced modeling tools and a structured planning process.

Kevin Galvin is a CFP®-certified financial advisor with Ameriprise Financial Services and has 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Merrill. Outside of finance, he is a co-owner of a retail business in Charleston, SC, and has authored a non-finance book titled *Quiet Strength: A Man's Second Half Can Be Better Than His First*. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that provides customized, tax-aware withdrawal strategies and ongoing advice.

Eric Zehnder is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In his role, he focuses on assisting clients with retirement planning to align their financial strategies with their personal goals and lifestyle preferences. Eric's approach centers on helping clients manage their investments so they can enjoy their retirement without financial concerns. His professional experience is dedicated to guiding clients through planning for their needs and wants during retirement. Outside of his professional work, Eric has interests that include biking, fitness, gardening, golf, and running.

Khadia Michel is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Prior to that, she was involved with Come and Go Real Estate and Ayimed International. Her outside business activities include managing an advisory business for Valentine Britt LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that focuses on dependable income and tax-aware withdrawal strategies.

Judith Schlosser is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 integrates resources such as the Global Investment Committee’s analyses into its planning process.

Ann Todisco is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and State Farm. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven and emphasizes third-party asset managers and portfolio strategies.

William Muehlhauser II is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Laura Bare is a CFP® professional affiliated with LPL Financial, with 15 years of experience in the financial services industry. Her prior work includes roles at BNI Business Networking International and Valerie Janke, as well as involvement with the Professional Women's Club of Chicago and Embark Collaborations LLC. She has participated in business networking activities through BNI. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Patricia Koney is a financial advisor at Ameriprise with 38 years of industry experience. She has been with Ameriprise and its affiliate since 1989 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by committees to deliver these non-discretionary recommendations in partnership with advisors like Koney.

Colin Powers is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Equitable Advisors, he has worked at firms including HR Block, MML Investors Services, and Northwestern Mutual. Outside of finance, he serves as a director for the Yorkville Education Foundation and works as a tax preparer and bartender in his community. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of third-party investment programs and offers ERISA fiduciary services through credentialed advisors.

Dylan Webb is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies aligned with their priorities and Fidelity's investment philosophy. His role focuses on understanding client goals and providing support during important financial decisions. Dylan's experience at Fidelity Investments includes positions as Financial Consultant since 2026, Investment Consultant from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to that, he held roles at JPMorgan Chase Bank as a Relationship Banker and Associate Banker between 2020 and 2023. Outside of his professional work, Dylan has interests in bowling, cars, football, social events with friends, golf, and pets.

Andrea Bertani is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure while overseeing model selection and implementation.