William Jene Jr. is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Travis Sheets is a financial advisor with LPL Financial, holding a Series 66 license and 29 years of industry experience. He has worked at LPL Financial since 2008, with prior roles at Banc of America Investment Services and Morgan Stanley DW Inc. Sheets also operates Trek Wealth Management as a separate business activity. 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 and access to third-party asset managers, and supports its advisors with research tools and institutional platforms.

Steven Daugherty is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Michael Herget is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Citigroup Global Markets, Citicorp Investment Services, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Oswaldo Alanis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Coach, Continental Motors of Naperville, Robert Morris University, and American Eagle Outfitters. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and analytical models.

Denise Cerny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and Chase Investment Services Corp. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Donald Disteldorf is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2005 and Cetera Financial Specialists LLC since 1993. In addition to his advisory role, Disteldorf is the owner and president of Disteldorf, Ltd CPA's, an accounting and tax services firm, and serves as president of Compu-Train, Inc., a computer and software training company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party money managers.

Ryan Jonker is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Jonker & Associates since 2008, providing tax preparation and corporate accounting services. Additionally, he is the owner and CFO of Niche Interactive Media, Inc., an online affiliate marketing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

George Tang is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes 16 years at Citigroup Global Markets and over a decade with Morgan Stanley and its Private Bank. Outside of his advisory role, he is involved in property management as a sole proprietor in real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Alina Wold is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at First Midwest Bank from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Steven O'Brien is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. 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 and offers both brokerage and advisory solutions, relying on research and diversification principles to evaluate investment options.

David Mallett is a financial advisor with Cetera, holding Series 65 and Series 63 designations. He has professional experience in financial services beginning in 2015, including roles at Morningstar Investment Management, Betterment, Ernst & Young, and Accenture. He joined Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of investment management and planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Cristobal Colon is a financial advisor with Merrill based in Oak Brook, Illinois. He holds a Series 66 designation and has six years of industry experience. Prior to his current role at Merrill and Bank of America, he worked in various capacities including positions at Joliet Junior College and Southern Illinois University. Outside of his advisory duties, Cristobal serves as a part-time firefighter medic with the Bourbonnais Fire District. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Maria Delre is a financial advisor at OSAIC with 26 years of industry experience. She holds the PFS™ designation and Series 66 license. Her prior roles include tenures at Royal Alliance Associates, LPL Financial, and Waterstone Financial Group. Outside of advising, she owns Delre & Associates, Inc., a firm focused on tax preparation and accounting services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and the use of third-party managers.

Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, UTSAV Inc., and Foster Specialty Floors. He also worked as a self-employed referee with the US Soccer Federation for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of funds.

Janette Acton is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has dedicated her entire career since joining in 1995. She specializes in financial and retirement guidance as well as developing corporate education services. Janette provides financial and wealth management advice to high net worth individuals, families, and business owners, assisting them with education planning, family wealth management strategies, legacy planning, philanthropic planning, socially responsible investing, and tax minimization. With 30 years of experience, Janette holds the Certified Investment Management Analyst® (CIMA®) designation, the Certified Plan Fiduciary Advisor® (CPFA®) designation, as well as certifications as a Personal Investment Advisor and Retirement Accredited Financial Advisor. She graduated from Eastern Illinois University and maintains active involvement in professional organizations including the Investments and Wealth Institute and the National Association of Plan Advisors. Outside of her professional work, Janette serves on the board of the Lemont Park District Foundation and participates in community organizations such as the Children's Service Board and the Lemont Education Foundation. She enjoys spending her free time biking, hiking, cooking, practicing yoga, and sharing time with her family.

Eric Hayes is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2002, including a tenure at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he has published a work titled "Winning with ETF Strategies." Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

David Kelly is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Fidelity Investments and Merrill. He is currently based in Oak Brook, IL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advice with access to discretionary SMA portfolios and alternative investment options.

Venkat Raman is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs that include tailored financial planning using structured discovery conversations and firm-approved tools.

Richard Osty is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.