Joseph Bertoni is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Joseph Vitale is a financial advisor with LPL Financial in Arlington Heights, IL. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2025. In addition to his advisory role, he has worked as a server at Mister 01 since 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Charles Stuck is a financial advisor with Ameriprise in North Aurora, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers non-discretionary, algorithm-supported retirement income recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Luke Slaughter is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2013 and is also associated with Bank of America, N.A. since 2015. Merrill, together 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 and supports a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Bochenek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Cynthia Mariscal is a financial advisor with Morgan Stanley and holds Series 65 and Series 63 designations. She has nine years of industry experience, having previously worked at firms including RBC Capital Markets, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.

Caroline Schaffer is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing, among other roles. Outside of her advisory work, she manages Schaffer Management Services, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. Advisors use firm resources and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Yung Moon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years and has been associated with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he engages in insurance brokerage related to fixed business from MetLife. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual, collaborative planning engagements.

Nancy Morales Calara is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, she held positions including Relationship Manager and Transition Services Specialist at Fidelity Investments, as well as various roles at Merrill and Banker's Life and Casualty Co. Her career demonstrates a progressive experience in financial services and client relationship management. Nancy emphasizes the importance of listening and building trust in financial planning. She approaches financial discussions with a focus on understanding each client's unique circumstances, whether addressing retirement, investments, or unforeseen financial events. Her professional philosophy centers on providing clarity and support as clients navigate their financial situations. Outside of her professional work, Nancy has interests in art, badminton, cars, food, social events, and traveling.

Laura Beran is a Series 66–credentialed financial advisor with Edward Jones, based in Mt Prospect, Illinois. She has four years of industry experience, having worked at Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across a range of net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,700 advisors.

Joseph Ricciardi is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at Securities America Advisors and Securities America Inc. In addition to his advisory role, Ricciardi has worked as a pilot for United Airlines since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Christ Cordogan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as roles at PeopleKeep, Acosta Sales and Marketing, and Freedom Home Care. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight through independent due diligence and ongoing disclosure.

Edward Daly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at BMO Harris Bank and BMO Harris Financial Advisors. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Domenico Ernandez is a CFP® and holds a Series 66 license with 26 years of experience in the financial industry. He has been associated with Raymond James Financial since 2009 and also co-owns Heritage Partners, Inc. Outside of his advisory roles, Ernandez is involved in real estate through ownership and partnership positions in multiple equity groups focused on property acquisition and rental. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Casey Callahan is a financial advisor with Osaic Wealth, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Osaic in 2023, he worked at several firms including SagePoint Financial, OneAmerica Securities, and Northwestern Mutual. He also owns Callahan Financial Strategies, a sole proprietorship focused on financial planning, retirement planning, and investment management. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of advisers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to manage portfolios that include a range of asset classes on both discretionary and non-discretionary bases.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Brase is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He is also involved with Genesis Wealth LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios from multiple sources.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

Adele Toussaint is a CFP® professional with 27 years of experience in the financial industry. She has been with LPL Financial since 2009. 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 and financial services, including discretionary and non-discretionary management supported by research and various portfolio strategies.