Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Liam Hansen is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His prior experience includes six years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as treasurer for Word of the Truth Ministries and is the owner of Hansen Reserve Honey Co., a honey sales business. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Nathan Nelson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Scottrade, TD Ameritrade, and Charles Schwab. Outside of his advisory role, he serves as a trustee and estate executor for a family trust. Charles Schwab & Co., Inc. serves a large client base, 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’s investment approach combines non-discretionary client guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and research-driven alternative investments.

Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

William O'Brien Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is a co-owner of a car fabrication business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market models.

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

David Antioho is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is involved in tax preparation and accounting services through Antioho Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Alan Nastali Jr. is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been associated with Cetera and its affiliates since 1998. His career also includes managing Nastali Financial Services, Ltd. since 2012 and involvement with Spring Align, an automotive repair business. Outside of advisory roles, he is engaged in various insurance sales including health, disability, property and casualty, as well as collectibles insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Cynthia Vavrik is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member and treasurer for the nonprofit organization Something For Kelly, which focuses on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Michael Ruffalo is a financial advisor with Osaic Wealth, Inc. based in Downers Grove, Illinois. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2002, he has served as Managing Director of The Mortgage Store Co., a residential mortgage brokerage. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

Michael Monday is a CFP®, ChFC®, and holds a Series 66 license. He has nine years of experience in the financial industry, all of which have been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at IBM for fifteen years. Beyond his advisory role, Monday serves as Chairman of the Burr Ridge Veterans Memorial committee and is President of the LaGrange Rotary Club, where he leads community service initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Pesavento is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has been with Merrill since 1972 and also has experience at Bank of America, where he has worked since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Leyendecker is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. Prior to his financial services career, he was employed at BlueTriton Brands Inc. and Sherwin Williams. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jack Glenn is a Series 66-registered financial advisor with Edward Jones in Clarendon Hills, IL. He has been with Edward Jones since 2024 and holds prior experience in various roles related to education and golf organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Theresa Shivers is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Advisors since 2022 and at Primerica Financial Services since 2021. Prior to her financial career, she spent 28 years at Menards Inc. Outside of her advisory role, she is involved in sales of investment-related products and also receives compensation from affiliated companies for loan product sales and referrals related to home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Benjamin Lally is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at Richardson Electronics and McCormick Construction & Development, as well as time at the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

William Hawrylak is a financial advisor at Merrill in La Grange, IL, holding a Series 66 credential. His professional background includes roles at Bank of America, Merrill, Northwestern Mutual, and Green Street Growth, with additional experience in education and recreational services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Beth O’Malley is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and with 17 years of industry experience. Her prior roles include positions at Triwealth Partners LLC and several financial services firms dating back to 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Zachary Berg is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank and Newpoint Advisors Corporation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved tools and methodologies to support their financial planning process.

Daniel McCarthy is a CFP®-designated financial advisor with over 40 years of industry experience. He is currently affiliated with OSAIC since 2024 and has held long-term roles at Securities America Advisors, Inc., and his own practice, Connelly McCarthy & Associates, where he has also provided tax preparation services. McCarthy is licensed as an insurance sales agent in the investment and life insurance fields. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple platforms to manage portfolios across a wide range of securities and investment products.