Brian Dag is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James since 2019, with prior roles at Brooklight Place Securities and Charles Schwab. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His work history includes roles at BMO Bank NA since 2018 and BMO Harris Bank NA from 2009 to 2018. 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 a range of financial planning and investment services, utilizing a combination of proprietary research, third-party subadvisors, and technology-driven tools across extensive advisory and non-advisory platforms.

Todd Schroeder is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, Todd collaborates with a team of financial advisors to develop and implement comprehensive financial strategies tailored to the needs of active and retired corporate executives, physicians, business owners, and other individuals and families primarily in the Chicagoland area and nationwide. He focuses on areas including retirement income, personal retirement planning, portfolio management, tax minimization, college education planning, and corporate executive services. Since beginning his career in 1998, Todd has acquired extensive knowledge in retirement and corporate benefit plans and employs sophisticated income-generation strategies to assist clients in achieving their retirement goals. As a founding member of his advisory team, he contributes to the research and development of overall financial strategies, emphasizing a collaborative approach that integrates diverse expertise and careful consideration of each client’s financial position and objectives. Todd holds a Bachelor's degree from Arizona State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Chicago with his wife, Teresa, Todd’s personal interests include golfing, scuba diving, skiing, swimming, traveling, and spending time with his family.

Paul Marconi is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James and Preferred Medical Systems. He serves as a volunteer subcommittee member for his local homeowners association, assisting with budget and vendor matters. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

Bianca Parades Bielawski is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Kevin O'Brien is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has also worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Douglas Gee is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Justin Davis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Ascot Group, Newstead Credit and Political Risk, and Wallin-Gomez Architects. Outside of finance, he has worked with community organizations such as the North Suburban YMCA and JCC Chicago. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory platforms.

Geralynn Larsen is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. since beginning her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning that incorporates firm-approved tools and strategies.

Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Sharon Edgerton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary program.

James Seagraves is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked at Waddell & Reed Inc and operated Seagraves Financial Group, LLC. He serves as a board member for the nonprofit organization One For the Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Edward Scheer is a financial advisor with LPL Financial in Oak Brook, IL, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has worked with multiple firms including Waddell & Reed, Inc., Triwealth Partners, LLC, and Scheer and Clancy, and has served in community roles such as with the Glen Ellyn Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.

Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Tony Haeussler is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Invest Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Paul Becht is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliates in various roles since 2016. Outside of his primary work, he holds ownership interests in several investment-related firms, including Innovative Retirement Associates LLC and Bull & Bear Associates, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services that cover cash flow, retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Alan Swingler is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has worked with Cetera Investment Services since 2004 and has a longstanding association with Centier Bank dating back to 1994. Outside of his advisory role, he participates as a pension committee member at ARC Bridges Inc. and evaluates student essays for a stock market educational program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors and serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Lukasz Maciorowski is a Series 66 licensed advisor with Equitable Advisors in Oak Brook, IL, where he has worked since 2006, accumulating 19 years of industry experience. Prior to and during his time at Equitable, he was associated with Axa Advisors, LLC. He is a member of the Chicago Business Club networking group and serves on the board of the General Sikorski Polish School, a nonprofit educational organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, offering both firm-sponsored and third-party asset management programs.