Daniel Mc Hugh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Vaunt Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large national advisor network and affiliated capabilities, including a trust company and proprietary mutual funds.

Cataldo Panici is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments and Banc of America Investment Services. In addition to his advisory role, he is involved with Wintrust Wealth Management in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

David Bartz is a financial advisor with LPL Financial in Burr Ridge, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, Bartz is involved with Optimus Producer Partners and Pacific Life as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

John Furjanic is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at JP Morgan Securities and Foresters Equity Services. He serves as the recording secretary for Rotary One Chicago, an organization focused on community service projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

George Mannella II is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 17 years. He is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Jason Grady is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he is a partner member of Life Loyal Advisors, LLC. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services to qualified plans through credentialed representatives.

James Burke is a CFP® and holds the Series 66 designation. He has 14 years of industry experience, all with Edward Jones, where he has worked since 2012. He is based in Darien, Illinois. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Maralynn Kearney is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed Inc and various insurance carriers, as well as involvement with CMS Office Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, research, and advanced technologies.

Carlos Castello is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in the research and health science sectors, including positions at the University of North Texas Health Science Center and the Van Andel Research Institute. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver advice through various proprietary and third-party models and programs.

Erik Johnson is a financial advisor with Edelman Financial Engines in Mokena, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios while supporting a large client base through advisor-led and online platforms. The firm is notable for its scale, offering discretionary and non-discretionary programs, employer-facing retirement plan consulting, and a Wrap Fee Program alongside affiliate services.

Anthony Salomon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Dunkin and Ashford House. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nikolas Jurgovan is a Series 66-credentialed financial advisor at Morgan Stanley in Oak Brook, IL, with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Louisiana State University and held roles at Glen Ellyn Park District, Glenbard West High School, and Hadley Junior High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Pokorny is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Cetera and its related entities since 2019 and previously worked at Foresters Financial and Northern Illinois University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and custodial relationships.

Terrence Hill is a financial advisor with Morgan Stanley, holding Series 65, Series 63, and Series 66 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following roles at Commonfund Securities, Inc. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and structured-product activities.

Steven Langworthy is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Michelle Piper is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cetera and Foresters Financial Services throughout her career. Piper is the owner of Piper Wealth Management, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

William Cartwright II is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers, along with his ongoing involvement at Triwealth Partners, LLC. Outside of his advisory work, he is associated with WECII, LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by model portfolios, research from multiple sources, and a variety of investment strategies.

Chad Henry is a CFP® with 24 years of industry experience, currently serving at Morgan Stanley in Oak Brook, IL. His prior experience includes roles at UBS Financial Services and Forthright Financial Planning. Outside of his advisory work, he serves as a board member and coach for Aurora Christian Schools. Morgan Stanley Wealth Management provides financial planning and advisory services to individual and institutional clients, utilizing structured planning tools and models developed by its Global Investment Committee.

Stephen Erutti is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells, Roselieb & Raia Wealth Management, The Boeing Company, Resource One Advisors LPL, and Olivet Nazarene University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Michelle Grist is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.