Anthony Salomon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Ameriprise, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles outside finance, such as positions at Dunkin and Ashford House. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings incorporate proprietary research and collaborate closely with clients and advisors to deliver non-discretionary, comprehensive retirement income solutions.

Nikolas Jurgovan is a Series 66-credentialed financial advisor at Morgan Stanley in Oak Brook, IL, with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Louisiana State University and held roles at Glen Ellyn Park District, Glenbard West High School, and Hadley Junior High School. Morgan Stanley Wealth Management serves individual 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 offers both direct and corporate financial planning services.

David Pokorny is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Cetera and its related entities since 2019 and previously worked at Foresters Financial and Northern Illinois University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and custodial relationships.

Terrence Hill is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior roles include positions at Commonfund Securities, Merrill, Hirtle & Co., and Banc One Securities Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Steven Langworthy is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2011. Edward Jones is a full-service 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Michelle Piper is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cetera and Foresters Financial Services throughout her career. Piper is the owner of Piper Wealth Management, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

William Cartwright II is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. He has held roles with LPL since 2019 and previously worked with Waddell & Reed and various insurance carriers. Cartwright also operates WECII, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Chad Henry is a CFP® with 24 years of industry experience, currently serving at Morgan Stanley in Oak Brook, IL. His prior experience includes roles at UBS Financial Services and Forthright Financial Planning. Outside of his advisory work, he serves as a board member and coach for Aurora Christian Schools. Morgan Stanley Wealth Management provides financial planning and advisory services to individual and institutional clients, utilizing structured planning tools and models developed by its Global Investment Committee.

Stephen Erutti is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells, Roselieb & Raia Wealth Management, The Boeing Company, Resource One Advisors LPL, and Olivet Nazarene University. Equitable Advisors serves a diverse 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 both proprietary and third-party advisory models.

Michelle Grist is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. 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 tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Perry Mirocha is a financial advisor with Ameriprise in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he works as a driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

Matthew Gennuso is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Woodbury Financial Services and his own firm, Gennuso Financial Group. Outside of his advisory work, he is owner and president of ML Gennuso, Inc., an insurance consulting and sales corporation specializing in fixed life and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex network of affiliates.

Robert Armstrong is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously advised at Ameriprise Advisor Services from 2003 to 2006. Outside of advising, Armstrong is involved in agricultural activities through ownership and management of the Armstrong Family Farm, which breeds and raises cattle, and he serves on the finance committee of a local church. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm relies on a range of third-party asset management programs and does not sponsor its own wrap fee program, offering diversified investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gil Fash is a financial advisor with Ameriprise in Orland Park, IL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His career includes long tenures at New England Life and New England Securities, followed by roles at MetLife Securities and Ameriprise. Outside of his advisory work, he has been involved with the Lockport Duck Club, a recreational hunting club organized as a for-profit entity. Ameriprise is an institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement, typically with significant investable assets. The firm provides written, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team working with client advisors.

Jack Cooley is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Teams to improve client experiences. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position which he began in 2025. Prior to joining Fidelity, Jack worked as an Associate Wealth Management Advisor at Assurance Advisory Group from 2022 to 2023. His professional experience centers on financial planning and client relationship management within wealth management. Outside of his professional work, Jack enjoys board games, attending concerts, exploring food, socializing with friends, and reading.

Anthony Liace is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Liace is also an insurance agent offering a range of fixed insurance products and health insurance services through LT Family Financial Inc. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and access to third-party money managers within a multi-advisor platform.

Daniel Hawtree is a financial advisor with LPL Financial who holds the CFP® designation and has 38 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades with Sigma Planning Corp. and Sigma Financial Corporation. Hawtree also owns and operates a CPA business focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Gregory Davis is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harris Investor Services and PRUCO Securities. Outside of his advisory role, he serves as the treasurer and dual signatory for the Wessex Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nasser Zayed is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Harris Investor Services Inc., Harrisdirect LLC, and Morgan Stanley DW Inc. He operates in Clarendon Hills, IL. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.