Selma Karic is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JPMorgan Chase Bank and its affiliated entities from 2015 to 2024. Outside of finance, she is an officer of KHC Trucking Inc., an automotive and transportation business. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and models to support tailored investment and estate planning strategies.

Anthony Tejeda is a Financial Advisor with Merrill in Oak Brook, IL, where he assists individuals, families, and business owners in navigating important financial decisions through personalized planning and ongoing guidance. He focuses on creating strategies that align with clients' unique circumstances and long-term objectives, adapting as life changes. His client areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. Anthony holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Glenbard North High School. His approach emphasizes understanding client goals, concerns, values, and vision to develop tailored financial strategies. Outside of his professional role, Anthony enjoys fishing, football, music, traveling, and watching movies.

Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.

Adrian Battle is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at North Park University and FedEx Ground. Outside of his advisory role, Adrian is the owner of The Emic Center, a mental health counseling business, though he is currently inactive in that capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Isaiah Wiggins is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and two years of industry experience. He has been associated with Primerica Financial Services since 2016 and previously worked at Verizon Wireless. Wiggins is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Patrick Christensen is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial Services since 2001. He is also president of FQR Inc., a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers customized, non-discretionary planning using analytical tools and supports a wide advisor network, with notable municipal advisory capabilities and specialized employer consulting programs.

Perry Favia is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and analyses.

John Dwyer is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of internal and third-party investment managers.

Sylvia Raith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at J.P. Morgan Securities Inc. for 16 years before joining RBC Capital Markets in 2023. Outside of her advisory work, she manages residential rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies implemented through a mix of in-house and third-party managers.

Jarrett Collins is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Amazon.com Services LLC, and Payden & Rygel. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Stephen Binkowski is a CFP® professional with eight years of industry experience, currently advising clients at Equitable Advisors since 2018. His prior roles include positions at Axa Advisors, JMC Financial, and Foresters Financial. He also operates a DBA called LIFE LOYAL ADVISORS. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary managers, to deliver customized investment solutions.

Melissa Schachner is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has previously worked with Ferguson Hill Wealth Management, Raymond James Financial Services, and Edward Jones. In addition to her advisory role, she is a commissioned notary in Illinois. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

James Yonker is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. His prior experience includes founding Jdy Financial LLC and James D. Yonker, along with extensive work with various insurance carriers. He is also a member of Quercus Rubra, LLC as a trustee of personal family trusts. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and discretionary advisory services supported by a broad range of portfolio management styles and affiliated research.

Laura Berglund is a financial advisor at Morgan Stanley in Oak Brook, IL, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and JP Morgan Securities. Berglund is also involved with Pro Performance, LLC, a business she has been associated with since 2012. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Gregory Flynn is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Richard Barrett is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and 56 years of industry experience. He has been with Wells Fargo Advisors and its affiliated clearing division since 2016. Outside of his advisory work, Barrett is a partner in a local philanthropy group, participating in partnership meetings and approving charitable giving. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Richard Morowczynski is a CFP® professional affiliated with LPL Financial, with 33 years of industry experience. He previously worked for Avantax Advisory Services and Mutual of New York, holding various roles over two decades. Morowczynski also operates Morow Financial Network, which provides health and life insurance services. 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 large network of investment adviser representatives.

Cailin Spiros is a financial advisor with Ameriprise in Saint John, Indiana, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Barnard is a financial advisor at UBS Financial Services with a Series 66 designation. He has one year of industry experience and previously worked at Morningstar Inc. and held various positions including roles at the University of Kansas and Aurelio's Pizza Ltd. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

David Kallman is a financial advisor with Equitable Advisors in Oak Brook, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience, including roles at Mony Securities Corporation and Axa Advisors, LLC. Outside of advisory work, he serves as a director of the Western Golf Association, where he helps run golf tournaments and the Evans Scholars charity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines firm-offered and third-party programs to deliver tailored investment solutions.