Ian Laterreur is a CFP® with 25 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Advisors LLC and Ergawealth Advisors, where he also serves as president. His professional activities include managing investment advisory services and offering fixed insurance products such as life, disability, and long-term care insurance. Cetera is an SEC-registered adviser operating a multi-manager platform that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program options.

Joseph Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2017, bringing a focus on delivering customized service support to clients and providing internal services to the advisor team. Joseph and his team work to help individuals and families achieve their retirement goals by utilizing resources from Merrill Lynch and its affiliates. His areas of expertise include divorce transition planning, education planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. Joseph graduated from the University of Arizona in 2017 and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His team, with over 35 years of combined experience, has supported high net worth clients throughout the country. Born and raised in Hinsdale, Illinois, Joseph currently lives in the Old Town neighborhood of Chicago. In his free time, he enjoys golfing, traveling, spending time with family and friends, as well as baseball, fishing, football, music, and reading.

Daniel Guerrero is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Van Ewing II is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Eagle Strategies. He teaches calculus at Howard University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars.

Rosemary Iadarola is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 40 years of experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through various platforms and specialized groups.

Paul Sikes is a CFP®, CFA®, and Series 66-licensed financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of his advisory role, he serves on finance committees for several nonprofit organizations, including the Jazz Institute of Chicago and the Glessner House, and holds treasurer and finance committee member roles at PING! in Oak Park, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, leveraging proprietary research and planning tools to create tailored recommendations. The firm offers specialized planning solutions and integrates advisory services with various financial product and referral channels.

Anthony Even is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across multiple client segments.

Ganapati Raman is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at Compass Real Estate for seven years and Coldwell Banker for two years, as well as Param Management, LLC for fifteen years. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research, capital markets expertise, and a wide range of investment products.

Cheryl Snook is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by 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 Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Deanna Laboy is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley, she worked at Amazon.com, Inc. and Insight Global. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Bradley Martin is a financial advisor with LPL Financial in Lagrange, IL, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and JPMorgan Chase Bank, where he worked for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Shoaib Sayeedi is a financial advisor at UBS Financial Services with over 12 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 21 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2004 and previously spent six years with Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Johnel Mayberry is a financial advisor at Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Primerica Advisors, he was self-employed and has worked at PFS Investments Inc. since 2024. He also receives compensation for referrals related to home security, automation products, and loan services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Jill Merritt is a financial advisor at Morgan Stanley with two years of industry experience and holds the Series 66 designation. Prior to joining Morgan Stanley in 2024, she worked in education at Elmhurst School District 205 Jefferson Elementary and is involved with Shred415, a recreation-focused business, where she serves as an employee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Fabian Smith is a financial advisor with Cetera in Westchester, Illinois, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with firms including Avantax and Turbo Tax, and owns The Cona Group Inc, a tax planning and preparation business serving individuals and businesses. In addition to his advisory role at Blue Skies Financial Advisors LLC, he provides financial coaching focused on budgeting and debt management. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide, offering portfolio management, financial planning, and retirement services to a broad client base ranging from individual investors to institutional accounts. The firm operates a multi-manager platform that includes affiliated and third-party model portfolios and manages over $256 billion in assets.