Charles Wiegand is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, Wiegand worked at Chicago Event Management for four years and had a brief tenure at DePaul University. Outside of his advisory role, he serves as an election judge in Cook County, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Marion Charicki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. Marion has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and previously held positions at Fifth Third Securities, Fifth Third Bank, Cetera, and MB Financial Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Bryan Farrell is a financial advisor at Edward Jones in Chicago, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrea Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Soltis is a financial advisor with Wells Fargo Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he plays bass guitar as a hobby. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning areas and integrates advisory services with various financial products and referral channels.

Austin Miller is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Arizona and Black Sheep Golf Club. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Derek La Maide is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Jpmorgan Chase Bank NA, as well as work experience at Arizona State University and Starbucks Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Paul Vanecek is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2015 and has also held positions at Old National Bank and First Midwest Bank. 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 representatives. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Michael Webb is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at firms including Fiduciary Trust and Avantax, and has operated his own tax preparation and accounting business since 1980. Webb also has experience as an insurance agent selling Medicare supplement plans. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Raymond Kermend is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at J.P. Morgan Securities and ABN AMRO Financial Services. 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 consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Jeffrey Neumann is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Jeremy Rumps is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Robert Granner is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he manages a residential condominium unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

Michael Massaro is a financial advisor with Cetera who holds a Series 66 credential and has 17 years of industry experience. His prior work includes positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, with additional experience in his own CPA firm. Outside of his advisory role, he owns a commercial real estate investment company and is involved in hardware and software sales through a technology consulting business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Alonzo Hinton is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Edward Jones, and the Federal Reserve Bank of Chicago. Outside of his advisory role, he serves as a board member and instructor at Chicagoland Christian Center Embassy, participates on a scholarship review committee at Chicago State University, and sits on the board of directors for Union Street Gallery. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Roberta Lingle is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Tibbs is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with multiple firms including Avantax Advisory Services and currently operates Strategize Tax LLC, where she prepares tax returns for the public. In addition, she is involved in educational consulting focused on teaching methods and math curriculum development. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

Nathan Craig is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services supported by Wells Fargo research and planning tools.

James Walsh is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and licenses Series 63 and Series 66. Walsh has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.