Mary Jo Ardizzone is a financial advisor at Edward Jones with 19 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2007. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in a real estate business based in Rolling Meadows, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Don Barnes is a financial advisor with Cetera in Burr Ridge, IL, holding CFP® and Series 63 credentials and 38 years of industry experience. He also owns Don W. Barnes, CPA PC, a tax preparation and accounting business. Barnes has worked with Cetera and its affiliated entities since 1988 and founded Cornerstone Advisers, LLC in 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, charitable, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Michael Molyneaux is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Cetera since 2019 and spent 22 years at Foresters Financial Services prior to that. He serves as co-trustee on his father's irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with multiple program structures and access to affiliated and third-party managers.

James Ferguson is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Ferguson also maintains an estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Vanessa Aldape is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her work history includes roles at Megent Financial, LPL Financial, and Metlife Securities. Outside of advising, she serves as a licensed assistant for Megent Financial, assisting advisors with paperwork and trade processing. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, enabling advisors to implement various model portfolios and customized strategies across multiple program structures.

Robert Mclane is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2017. His prior roles include positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Tumea is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera, he worked at NOW Health Group, Inc. for six years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party managers.

Bryce Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2015. He has over 12 years of experience in the financial services industry, having previously worked as a Financial Advisor at The Heartland Group from 2013 to 2015, Edward Jones from 2011 to 2013, and as a Financial Representative at TD Waterhouse from 2000 to 2001. Bryce specializes in wealth planning and assisting clients in developing, implementing, and maintaining customized financial plans. He is dedicated to helping his clients and their families pursue their financial goals and maintain confidence regardless of market conditions. Bryce values Fidelity's brand of dedication and integrity, which align with his own professional principles. Outside of his professional work, Bryce enjoys art, family activities, golf, movies, music, and skiing.

Richard Reilley is a financial advisor with Edward Jones in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2015. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jackson Degiorgio is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank and US Bank, as well as earlier positions outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad suite of investment products and services.

Christina Sievers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2016 in various capacities and serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence in its investment approach.

Robby McClure is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Wells Fargo Advisors LLC, UBS Financial Services, and Morgan Stanley DW Inc. Outside of financial advising, he owns and operates a closeout merchandise resale business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutional entities. The firm combines research and analytics with a broad range of brokerage and advisory solutions to serve its clients.

Mirella Saucedo Marquez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following roles at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Matthew Junkins is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He is a trustee for the Plank Road Advisors 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products through a large network of advisors.

Belinda Castellanos is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Fifth Third Securities from 2002 to 2021. Castellanos holds the Series 66 designation and is based in Orland Park, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and methodologies.

Matthew Stevens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having nine years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, as well as Northwestern Mutual Investment Services LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gilbert Mauro is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and having 17 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Mauro is the owner of Mauro Family Investments LLC, an investment-related entity focused on estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, offering a broad range of investment and financial services.

Kedra Olsen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Cetera and its related entities since the late 1990s and early 2000s. Outside of her advisory work, she is a partner in a tax and accounting practice and involved in commercial rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and access to third-party managers.

Brett Efimov is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2013. Outside of advising, he owns and operates a CPA firm and serves as president of a company providing credit card processing services. He is also a member of the Illinois CPA Society’s membership committee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers.