Vanessa Poppie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has previously worked at City National Bank and Wells Fargo Advisors, LLC. Outside of her advisory role, she has experience in the hospitality sector, having worked at Chisox Bar & Grill, and is involved in managing personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, with offerings that include alternative investments and tax-management options.

Leon Vaughn is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Primerica Financial Services, Central Transportation LLC, Staffinders Inc, Vaugh Global Solutions, and Safer Foundation. Vaughn has been involved with Vaugh Global Solutions since 2020. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by third-party managers and supports accounts through BNY Mellon Advisors and Pershing.

Nicholas Maley is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and Huntington National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Ulrich is a CFP®-designated financial advisor with 24 years of industry experience. He has been with Edelman Financial Engines and its predecessor entities since 2010, including roles at Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Jelord Henderson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2015. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Marianne Veenstra is a financial advisor with UBS Financial Services in Oakbrook Terrace, Illinois, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services and Northwestern Mutual Investment Services. Veenstra also acts in fiduciary roles such as trustee and personal representative. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Bill Heart is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Woodbury Financial Services for 17 years, followed by tenures at OSAIC and 1717 Capital Management Company. Outside of his advisory role, he operates an eBay sales business. 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 portfolios, third-party asset management, and institutional platforms.

Joann Richard is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors since 2015 and was previously with ACES Illinois for 24 years. Richard is also an author, contributing a chapter titled "School is in the Home" to the 2022 publication "Encouraging Inspiring & Changing Lives, One Story at a Time." Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Cerullo Jr. is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for nine years at Allegiant Commodity Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Arthur Karman is a financial advisor at Equitable Advisors with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Prior to this, he was associated with Axa Advisors, LLC for 21 years. He also operates a business under the name Karman & Associates. Equitable Advisors serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory programs.

Jude Nwaiwu is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 18 years and Citicorp Investment Services for 2 years. Nwaiwu also serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory solutions, including model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

Ryan Sharp is a financial advisor with Edward Jones in Lockport, IL, holding CFP® and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.

Matthew Michalik is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he has worked hourly for NBC Sports in Western Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Syeda Mahmood is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals, families, and business owners make informed financial decisions aligned with their personal values and long-term goals. Syeda focuses on areas such as family wealth management, international wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Her career in finance began as a consultant guiding financial advisors and their clients through firm transitions. She then served as a team associate working with ultra-high net worth clients, developing an understanding of complex financial landscapes. Later, she transitioned into a financial advisor role, working directly with clients to navigate important financial decisions and pursue financial goals. Syeda holds a Bachelor's Degree from the University of Illinois System and holds the Personal Investment Advisor (PIA) designation. She communicates in English and Urdu. Outside of her professional work, Syeda enjoys reading, spending time with her family, and playing tennis.

Alejandro Mariscal is a financial advisor with Morgan Stanley in Berwyn, IL, holding a Series 66 license and nine years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2018 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Charles Quattrochi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Avantax and Raymond James Financial. Outside of advising, he is involved in accounting and tax preparation through P's & Q's Financial Corp. and serves as a board member, currently inactive, for the Global Medical Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and a variety of program structures.

Andrew Lichaj is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include positions at Fidelity Investments, Kovitz, Stifel Nicolaus & Co Inc, and Thrivent Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support portfolio construction and investment recommendations.