Brian Vallow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and multiple divisions of Morgan Stanley, spanning nearly a decade. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on stable income sources and tax-aware withdrawal strategies.

Cardell Mccollum is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutional clients, and organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Thomas Picchi is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Northpoint Financial Group, where he continues to maintain an affiliation. Outside of his advisory role, he operates TKP Consulting Ltd, his own S Corporation that manages his business expenses, and works as an insurance agent handling fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced tools and offers a variety of investment programs and third-party manager options.

Lynn Kaufman is a financial advisor with Ameriprise in Naperville, Illinois, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Ameriprise in 2021, Kaufman worked for Berthel Fisher & Co Financial Services, Inc. for ten years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Phelan is a financial advisor at Equitable Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 2005, including time at its predecessor firms AXA Advisors and Mony Securities Corporation. Outside of his advisory work, Phelan is involved in health insurance sales and serves as a co-trustee for his mother's trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Aleece O'Connell is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding a Series 66 designation and 11 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Jared Dowdakin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Securities, JPMorgan Chase Bank, and Nuveen Asset Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. 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.

Eileen Carrero is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been associated with Cetera since 2003 and also operates Eileen Carerro Financial Services, LLC, which offers tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing upwards of $256 billion in assets.

Jeffrey Dingman is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Fidelity Investments since 2010 and a prior year at Edward Jones. Outside of his advisory work, he serves as a Golf Committee Member at Edgewood Valley Country Club in La Grange, Illinois. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Debra Greening is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 structured planning tools and models to support its financial planning process.

Tyler Robbins is a Series 66 licensed financial advisor with LPL Financial, based in Oak Brook, IL, with three years of industry experience. Prior to joining LPL Financial in 2025, he worked with Cetera and several affiliated firms. Outside of advisory work, he has had roles at Instacart and Wheaton College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning and access to third-party asset management, supported by various operational and research tools.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including City National Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to help clients develop tailored plans.

Adoracion Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written 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, with an emphasis on systematic due diligence and integration of ESG criteria.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Levant Bishop is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including American Trust Investment Advisory and Chicago Capital Management Advisors. Outside of his advisory role, he is involved in chauffeur services and sales and client service at Optimal Planning Partners, Inc. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and utilizes both proprietary and third-party advisory solutions.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Charles Franckowiak Jr. is a financial advisor at Merrill with 34 years of industry experience. He has been with Merrill since 2013 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president on the board of directors for South Pointe Swim Club of Naperville, a member-owned nonprofit swim and clubhouse facility. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Warner is a Series 66-licensed financial advisor with Edward Jones in Hinsdale, IL, and has 13 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of financial advisors and branch offices nationwide.

James Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.