Thomas Noto Jr. is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2002, including its predecessor, AXA Advisors. Outside of his advisory role, he serves as an ice hockey official with USA Hockey. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and collaborates with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

Eleni Ftikas is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, she worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., and has over two decades of experience at Planning Dynamics, Inc. 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 offers a wide range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Advisor Share Wealth Management and self-employed advisory firms. Outside of financial advising, he has worked in the brewing industry with Revolution Brewing. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with a broad range of advisory programs and affiliated investment options.

James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. Outside of his advisory role, Ries has coaching involvement with the Big Foot Union High School and Big Foot Wrestling Club. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Umair Mustafa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Adapt Health and Bank of America. Outside of his advisory role, he has worked as a customer service representative for Adapt Health and has experience with delivery services such as Amazon Flex and Uber Eats. 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 for individuals, high-net-worth clients, and institutional investors, combining internal and third-party management with cash management solutions.

William Feeney is a financial advisor at UBS Financial Services in Northbrook, IL, with 43 years of industry experience. He has been with UBS since 1989 and previously worked at Drexel Burnham Lambert. Feeney holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Jeffrey Garbaciak is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at New York Life Insurance, Valic Financial Advisors, and as an independent consultant. His background also includes work outside finance, such as positions at Home Depot and Cafe Lucci. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides various investment implementation options, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Jared Korn is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management for small business owners, corporate executives, and high-net-worth families. He offers personalized wealth management strategies including retirement planning, tax-efficient wealth preservation, risk management, estate planning, executive compensation optimization, and small business retirement plans. With over six years of experience in the financial services industry, Jared adopts a client-centric approach that focuses on building long-lasting relationships based on trust and integrity. He develops customized strategies by taking a holistic view of clients' financial landscapes, aligning with their objectives, risk tolerance, and time horizons. His expertise spans portfolio management, tax planning, estate planning, and retirement solutions, keeping abreast of market trends and regulatory changes to provide up-to-date advice. Jared holds a Bachelor's Degree from the University of Illinois Urbana-Champaign and has earned the Personal Investment Advisor (PIA) designation. He is involved in professional organizations including Merrill Lynch Bank of America's Disability Action Network and Inter-Generational Employee Network. Outside of work, Jared enjoys activities such as adventure sports, boating, football, golfing, music, rock climbing, skiing, surfing, and spending time with his family.

Andrew Carman is a CFP® professional affiliated with LPL Financial, with 21 years of industry experience. He has worked at LPL Financial since 2011, with a brief tenure at Securities America Advisors and Securities America, Inc. from 2017 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Prior to joining Cambridge in 2021, Ren worked at LPL Financial for 10 years. Outside of advisory work, Ren is an IRS Enrolled Agent and operates a tax services firm, REN & Associates Tax Services Inc. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment implementation options across multiple platforms, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Heidi Alten is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. In addition to her advisory role, Alten is an ordained minister and operates a tax preparation and accounting business. 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 brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jon Meek is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved with the Center for Enriched Living, a recreation-focused organization in Riverwoods, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs serving both individual and institutional clients, with a focus on tailored financial planning and a structured discovery process using firm-approved tools.

Derek Bergquist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at BSI Group and Sterling Engineering. In addition to his advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

James Danielson is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has been associated with Raymond James Financial since 2009 and is the owner of Magnolia Financial Group, Inc. Outside of his advisory role, he is involved in running Magnolia Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors, with specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Tracy Cook is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2008. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Kruss is a financial advisor with OSAIC based in Lake Zurich, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Outside of his advisory role, he is president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.