Joseph Kalinsky is a financial advisor with Edward Jones in Downers Grove, IL, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Terrence Trimuel Sr. is a financial advisor with Primerica Advisors, holding Series 65, Series 66, and Series 63 licenses and bringing 10 years of industry experience. He has worked with Primerica Financial Services since 2009 and has also been associated with the U.S. Department of Housing and Urban Development since 2015. Primerica Advisors sponsors a wrap-fee asset management program that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and oversight by BNY Mellon Advisors.

Christine Wirtschoreck is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2010 to 2022 before joining Morgan Stanley’s Private Bank and Smith Barney divisions in 2022. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Sophia Diforti is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Riverside School District 96 and the University of Mississippi Physics Department. She also has experience in recreational and hospitality roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary and non-discretionary portfolio management.

Kyle Sahli is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Equitable Advisors LLC and Northwestern Mutual, and has experience outside the financial industry including roles at Amazon Inc. and DeVries Landscape. He is also involved with Chicago Private Wealth Group powered by LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting through a national network of advisers, offering discretionary and non-discretionary management with support from proprietary and third-party research.

Paul Majauskas is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved in several private business ventures including portable defibrillator technology and cattle breeding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including customized financial planning and estate planning services. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct relationships and corporate agreements.

Brianne Wolf is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has held roles at Avantax Advisory Services, 1st Global Capital, and her own entities, including Sankey Wolf Group Ltd and Bill Hickey & Associates, Inc. Outside of financial advising, she operates a direct sales business selling women's and children's clothing through LuLaRae. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing access to affiliated and third-party managers across multiple program structures.

Marc Corigliano is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Fiducient Advisors LLC, Nuveen LLC, and FPG Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Laura Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities, LLC between 2008 and 2023. Outside of her advisory work, she is involved in direct sales of Young Living Essential Oils. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Michael Murphy is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial, he worked in various roles outside the financial industry, including positions at SNFood & Beverage and Atomic Brands. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Smith is a financial advisor with LPL Financial, holding a Series 66 designation and having nine years of industry experience. He has worked at Merrill and Bank of America, N.A., and joined LPL Financial in 2021. 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 investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management alongside model portfolios and research from LPL and third-party sources.

David Raap is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved as an owner and partner of R & C Group INC and DSR Services INC, overseeing activities such as property management and processing franchise royalties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Ryan Garrity is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at World Equity Group for nine years before joining LPL Financial in 2021. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Duncan is a financial advisor with Cambridge Investment Research Advisors in Lombard, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its predecessor entity since 2006. Outside of his advisory role, he is also an independent insurance agent affiliated with ASH Brokerage and Penn Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jeffrey Lamb is a financial advisor with Ameriprise in Valparaiso, Indiana, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide clients with tailored, non-discretionary recommendations delivered through a centralized consulting team.

Robert Cox is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 designations with one year of industry experience. His prior work includes roles at Charles Schwab, the University of Dayton, BlueGrace Logistics, and Butler National Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, delivering personalized plans without individual security recommendations as part of standalone services.

Jennifer Arquilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2018. Arquilla serves as a planning committee member for Women Who Advise in the Chicagoland area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bartosz Bak is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, N.A. Outside his advisory role, he is involved with a private promissory note investment and has interests in power generation technologies and lending-related technology partnerships. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad investment offering.

Louie Williams is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Farmers Financial Solutions, where he also operated the Loiuis Williams Insurance Agency. In addition to his advisory work, he is involved with a non-variable insurance agency based in Naperville, IL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products including insurance.