Thomas Martyn is a financial advisor at Edward Jones in Western Springs, IL, holding a Series 66 designation with five years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at HBKS Wealth Advisors and SUNY Fredonia. Outside of his advisory work, Martyn participates in sports entertainment by working on the ice crew during Chicago Blackhawks hockey games at the United Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony Albertino is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He has been with Cambridge since 2011 and holds a Series 66 designation. Albertino is also involved as an independent insurance agent and works with Hanson McClain Retirement Network to provide investment services to company employees, including those at AT&T. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing various portfolio management and strategy options tailored to client objectives.

Samuel Mirza is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in commercial real estate ownership through Eagle Run LLC. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joanne Rincker is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials. Her career includes 28 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives, offering a range of financial planning and advisory programs.

Brian Kiefer is a financial advisor with Osaic Wealth, Inc. in Darien, Illinois, holding a Series 66 designation and 26 years of industry experience. He was previously with Woodbury Financial Services Inc for nine years before joining Osaic in 2024. Outside of his advisory role, Kiefer is president of Kiefer Financial Group, where he writes life insurance and disability insurance for businesses and individuals, and is a member of National Producer LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm’s approach includes the use of asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

David Moore is a CFP®-designated financial advisor with RBC Capital Markets in Palos Heights, IL, bringing three years of industry experience. Prior to joining RBC in 2026, he worked at Mesirow for five years and has held various roles that include positions at Duke University, William Blair, and Loop Capital Markets. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and preferences.

Anastacio Gamino Jr. is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at Wayne Hummer Investments L.L.C. for eight years and U.S. Bancorp Investments, Inc. for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018 and has been self-employed since 1996. Outside of advisory work, he is involved in tax preparation and accounting services through Financial ServiCenter Corporation and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad array of financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Machonis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with nine years of industry experience. He previously worked at JP Morgan Securities LLC and Merrill before joining Morgan Stanley in 2023. Outside of his advisory role, he is involved in property management through a sole proprietorship and a partnership. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

William Roberts is a financial advisor at Ameriprise with 52 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Roberts is also the owner of a real estate-related business, LINE Realty Inc. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm serves a large client base and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kristen Rose is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Andrew Levy is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Lincoln Financial Distributors, Inc. for 16 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Jill White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and 34 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marshall Mc Donnell is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at State Farm’s Pat Tumilty Agency and has held various roles in education and retail. Outside of his advisory work, Mc Donnell provides private baseball coaching. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client solutions.

Aakilah Cameron is a Series 66 credentialed financial advisor with three years of experience, currently with Merrill in Naperville, IL. Her prior background includes roles at Bank of America and various retail and service positions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide range of products and services.

Mariano Cinardi is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and possessing 27 years of industry experience. His background includes roles at MMC Health Insurance Solutions, Transamerica Financial Advisors, and the Heartland Institute of Financial Education. He is also active with the Joint Civic Committee of Italian Americans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Jacky Smith is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member on the Economic Development Advisory Board in Orland Park, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which focus on capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Michael Chong is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at LPL Financial, LLC for 14 years before joining Ameriprise in 2020. Outside of his advisory role, he is the owner of Voyage Financial Group, LLC, a business focused on business development, marketing, and sales services for clients. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors and utilizes algorithmic automation alongside oversight committees to support its planning process.

Michael Shackel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent since 2002. In addition to his advisory role, Shackel serves as the Supervisor on the Lemont Township Board in Cook County, Illinois, overseeing government operations and ensuring compliance with state and federal laws. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across multiple financial planning areas. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining them as separate engagements.

Joseph O'Donnell is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.