Adam Robertson is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, based in Schererville, Indiana. He has 10 years of industry experience, including prior roles at IMI Precision Engineering, Panduit, Robertson Food Group, and Lanco Group of Companies. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Donald Sharko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at LaSalle St. Investment Advisors, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to advisory services, he is involved in selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions through a large network of advisors, combining advisory platforms with extensive non-advisory financial services.

Tara Labuda is a Financial Consultant at Fidelity Investments, where she has been serving since 2008 in various roles. Her career at Fidelity includes positions such as Regional Planning Consultant, Vice President Regional Planning Consultant, and Vice President, Financial Consultant, reflecting her extensive experience within the firm. Throughout her tenure, Tara has developed expertise in retirement planning and financial consulting, focusing on helping individuals create clear and confident paths to retirement. She emphasizes the personal nature of retirement planning and builds relationships beyond the numbers. Outside of her professional work, Tara enjoys cooking and baking, participating in family activities, hiking, horseback riding, outdoor adventures, and reading.

Rana Musa is a Planning Consultant with experience in retirement planning, income planning, and investment planning. She has taken an active role in educating clients about these matters to support their financial goals. Rana's professional background includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Service Representative at Fidelity Investments from 2023 to 2024. Prior to that, she worked as a Relationship Manager at Bank of America from 2017 to 2021.

Haley Reiher is a Series 66-licensed financial advisor at Morgan Stanley in Orland Park, IL, with five years of industry experience. Before joining Morgan Stanley in 2020, she worked at Menards Inc. and Talbots. 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 analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and employer-sponsored financial planning agreements.

Brian Chandler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

Henry Jakobsze is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory work, he serves on the investment committee at St. Patrick High School, advising the board on investment policy and strategy, and he is a member of the Board of Trustees at St. Mary's University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management and operates various capital markets and lending programs.

Louis Litwin is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2018, with prior experience at Axa Advisors and Blue Pearl Worldwide. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, retirement plan consulting, and asset management through a network of investment representatives and a range of third-party advisory programs.

Vicky Katwala is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christopher Reiser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Cetera and its affiliates since 2004 and is also a shareholder and director at a CPA firm since 1989. Additionally, Reiser serves on the board of Tricor Systems Inc. and is involved with a private foundation that distributes funds to educational charities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform where advisors can implement various portfolio management strategies through discretionary and non-discretionary services.

Michael Dastice is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Ali Schmitt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2024, Ali held roles at Sapient Capital LLC, Stifel, JP Morgan, and Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing firm-approved tools to model financial outcomes.

Anthony Fulco is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, he worked for eight years at Fox Valley Auto Group. Outside of his advisory work, he manages rental property in Downers Grove, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Faris Khan is a Financial Consultant at Fidelity Investments, where he has been providing guidance to clients since 2018. He specializes in retirement planning, investment strategy, consolidating assets, income protection, and wealth transfer. With 19 years of experience at Fidelity, he has held several roles including Investment Consultant, Private Client Specialist, Financial Representative, and currently serves as a Financial Consultant. Prior to joining Fidelity, Faris worked as an Investment Specialist at Deutsche Scudder Investments from 2002 to 2005. He has a total of 24 years of experience in the Financial Services industry. Faris holds a Bachelor's degree in Economics from the University of Minnesota. Outside of his professional career, Faris enjoys cars, family activities, reading, skiing, and traveling.

Michael Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation. He has professional experience spanning roles at Morgan Stanley and Morgan Stanley Private Bank since 2025, and previously worked for Internet Brands, Inc. from 2015 to 2025, where he also provides Salesforce administration support outside of business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment and planning tools.

Eric Garcia is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022. Prior to his current role, he held positions in the food service industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Nicolas Johnson is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at SportsKids Inc. and Butterfield Country Club, and he attended Indiana University Bloomington. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs offered through a network of advisers and third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hans Herr is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at Merrill, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers access to a range of investment strategies, including ESG frameworks.

John Zandstra is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and JP Morgan in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.