Kiara Aldana is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and is also associated with Seagraves Financial Group. Prior to her advisory career, she held various roles in both financial and non-financial sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Carrie French is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Fornero is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His prior work includes roles at Commonwealth Financial Network and several mortgage firms. He is also involved in American Pacific Mortgage Corp (Preferred Rate Lending), which operates in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brooks Lanoue is a Senior Resident Director at Merrill, where he began his career in 2008. He works closely with clients to develop wealth management strategies tailored to their goals, focusing on areas such as retirement planning, estate planning, tax minimization, and alternative investments. His clients include high-net-worth families and entrepreneurs, and he offers expertise in securities-based lending, personal liability, and home finance management. Brooks coordinates with family members and professional advisors to address the complex needs associated with multi-generational wealth. He holds a Bachelor's degree with a dual major in Finance and Marketing from Northern Arizona University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Brooks resides in the western suburbs of Chicago with his wife and two daughters. He is actively involved in the martial arts community and enjoys spending time outdoors.

Anna Higgins is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior work includes long-term roles at Wintrust Bank, N.A., Painewebber Inc., and Howe Barnes Investments, Inc. She is also involved with Sessions through outside employment unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Carlos Cruz is a financial advisor at Morgan Stanley in Oak Brook, IL, with eight years of industry experience. He previously worked at The Vanguard Group and maintained a self-employed advisory practice. Outside of his advisory role, Cruz is involved in property management as a rental property owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Ane Mari Pintilie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing Services LLC during her career. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Stephen Smith is a financial advisor with UBS Financial Services in Hinsdale, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he is the proprietor of Sadie George LLC, a real estate venture in Mountain Village, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based strategies to tailor financial plans to client goals and risk tolerances.

Teresa Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Bartolini's Restaurant & Catering, Tupperware, Thomas Hentschel, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. Rivera also operates Rivera Financial Investments, a business entity related to tax and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside its financial advisors.

Mohamad Husari is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including prior roles at Merrill Edge and Uber. Outside of finance, he is the founder of Nventechs LLC, a company that coordinates between clients in Kuwait and developers in the U.S. to deliver customized mobile apps and websites. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Roshan Patel is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Primerica and Hatch Staffing, as well as entrepreneurship with Dream Occasions. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, focusing on both discretionary and predominantly non-discretionary asset management solutions.

Bryan Zic is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of advising, he is involved in web design and engages in real estate wholesaling. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships.

Mohammed Esmail is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked for Woodbury Financial Services for 19 years. Outside of his advisory role, Esmail is involved in community activities including serving as president of the District 44 Foundation, a nonprofit supporting local schools, and holds board positions with his condominium association and local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and offers portfolios with various investments, managed on discretionary or non-discretionary bases, and supports multiple third-party solutions and legacy platform transitions.

Julie Crotty is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2016, following a brief tenure at Alliant Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Robertson III is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Equitable Advisors LLC and has a diverse background including roles outside finance such as at Elmhurst Brewing Company and Docs Victory Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Thomas Northey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Before joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for a decade. Outside of financial advising, he is an account manager at Crown Lift Trucks, a forklift sales and service company, and is the owner of TMNA Wilwin Corp, which operates as an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with a focus on both discretionary and non-discretionary investment solutions.

Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.

Shavonne Worthy currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on cultivating long-lasting connections with team members to ensure they provide effective guidance to clients, emphasizing trust as the foundation of a strong team and placing the client at the center of all activities. Her professional experience includes roles as Client Relationship Manager at Charles Schwab, Planning Consultant and Relationship Manager at Fidelity Investments, Financial Representative at Fidelity Investments, and Financial Relationship Advisor at Wells Fargo Advisors. These positions have contributed to her expertise in client relationship management and financial planning. Outside of her professional career, Shavonne enjoys activities such as attending concerts, spending time with family, fitness, social events with friends, music, and photography.

Jay Ferguson is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. He previously worked at Raymond James Financial Services Advisors Inc. and held a nine-year role as a Non-Variable Insurance Agent. Ferguson is also involved with FHFP, LLC dba Ferguson Hill Wealth Management, which he has operated since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.