Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Glen Hillger is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Ross Miller is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2011 and 2015, respectively, and holds the Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and a proprietary investment outlook while offering both direct and employer-sponsored financial plans.

Richard Stejskal is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 31 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 offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Ella Kertz is a Series 66 credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at Nisa Investment Advisors, Audiconsultores Etl Global, and Moneta Group. She has also been involved with Cutters Soccer Club and St. Louis Scott Gallagher. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathleen De Pasion is a financial advisor with LPL Financial in Arlington Heights, IL, holding a Series 66 credential and 15 years of industry experience. She previously worked at Wayne Hummer Investments for eight years and J.P. Morgan Securities for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting with access to model portfolios, third-party research, and technology-driven solutions.

Gustavo Sanchez is a financial advisor with LPL Financial in Gurnee, IL, holding Series 63 and Series 65 registrations and 11 years of industry experience. Before joining LPL Financial in 2017, he worked at PNC Investments and PNC Bank, as well as Fifth Third Securities and Fifth Third Bank. Outside of advising, he is employed part-time as a shipping specialist for UPS. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

James Talbot is a financial advisor with UBS Financial Services in Northbrook, IL, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor investment strategies.

Roy Mason is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Mason has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kevin Osborn is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at tastytrade, Inc., Brookstone Capital Management, Fifth Third Bank, Cetera, and MB Financial Bank. Outside of finance, he is involved in the music business as the sole proprietor of Kevin R. Osborn Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools for its structured financial planning process.

Crystal Thomas is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at Merrill since 2022 and was previously with Morgan Stanley Smith Barney LLC for 13 years. Merrill offers managed account services through its Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm combines model-based and discretionary investment strategies supported by its Chief Investment Office and leverages access to Bank of America’s broader corporate platform.

Craig Christell is a financial advisor with Edward Jones in Arlington Heights, Illinois, holding Series 63 and Series 66 registrations and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is involved in real estate partnerships including hotel room rentals and other rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services and operates under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Matthew Purmal is a Financial Consultant at Fidelity Investments, where he collaborates with clients to design personalized retirement and financial strategies aligned with their goals. He focuses on individual risk tolerance and long-term objectives to develop approaches aimed at achieving financial confidence. Utilizing advanced technology and the support of a dedicated team, Matthew provides current and comprehensive insights to assist clients in making informed decisions. Matthew's professional experience includes roles at Fidelity Investments since 2023, initially as a Planning Consultant before becoming a Financial Consultant in 2025. Prior to that, he worked at Edward Jones from 2018 to 2023 in various capacities, including Financial Advisor, Client Transition Specialist, and Financial Advisor Career Development. Outside of his professional work, Matthew enjoys boating, fishing, fitness, hiking, outdoor adventures, and skiing.

Edward Hungler is a Certified Financial Planner (CFP®) affiliated with Edelman Financial Engines, with 24 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. He serves as a trustee for the Robert S. Saalfield III Estate and Trust and is a volunteer board member and Long Term Planning Chair at North Shore Country Club. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner guidance and online tools. The firm manages diversified portfolios with a long-term focus and serves approximately 477,000 clients with a range of advisory solutions, including unique product exposures such as direct-indexing and alternative private funds.

Morton A Hart is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Evan Parry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Janice Kass is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Kass And Moses PC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Tracy Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Katarzyna Cudzich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent seven years at Jane's Hallmark. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical asset management.

Benjamin Miller is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds a CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Raymond James in 2024, Miller worked for UBS Financial Services Inc for 15 years. Outside of his advisory role, he serves as an officer involved in general neighborhood management for The Preserve at Long Grove. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting for a diverse client base that includes individuals, institutions, pension plans, and governmental entities, providing non-discretionary planning and a range of firm-sponsored programs and institutional consulting services.