H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kevin Marpaung is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at both Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Adrian Byrd is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments, E*TRADE Capital Management, Scottrade, and JP Morgan Securities. Byrd is based in Northbrook, IL. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary SMA portfolios, offering integrated brokerage, custody, and advisory services.

Emmett Burnside is a financial advisor at UBS Financial Services with Series 66 credentials and approximately one year of industry experience. His background includes various roles in education and other fields prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets and proprietary research.

James Kendzior is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Neil Moscicki is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and Series 66 license. He has 26 years of industry experience, including ten years with Wayne Hummer Investments LLC prior to joining LPL Financial in 2025. 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 plan consulting, and brokerage services, utilizing a range of model portfolios and research from various sources.

Martha Goodman is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and research. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Alexander Horwitz is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2017. Prior to his advisory career, he attended Illinois Wesleyan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Parker Hoelscher is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and entrepreneurial experience at Monday's Bar. He holds a degree from the University of Wisconsin Madison. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm’s approach combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

William Zurek is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Securities America Advisors, Securities America Inc, and Community State Bank prior to joining OSAIC in 2024. OSAIC 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, financial planning, and access to multiple investment platforms using a variety of asset-allocation and portfolio management tools.

Krupali Patel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2014. 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. The firm combines institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jennifer Burgman is a financial advisor with Raymond James Financial in Itasca, IL, holding Series 63 and Series 65 licenses and with 38 years of industry experience. She has worked at Raymond James Financial and its affiliates since 2001 and is also an owner of Tistle, Solesky & Burgman Financial Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, mostly non-discretionary advisory services and supports programs such as SIMPLE IRA Employer Advisory for small businesses and municipal finance solutions.

Steven Simons is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera since 1999 and has been associated with Gerald Denvén & Co. since 1991. In addition to his advisory role, he owns and operates an accounting and tax practice through Dennen & Simons, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers and a variety of program structures.

David Farrell is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with LPL Financial and was previously with Wayne Hummer Investments LLC for 10 years. He also has a longstanding role at Community Bank Whtn Glen Ellyn. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and utilizes a range of model portfolios and research to support diversified investment strategies.

Sylvia Jakubowski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Kubica is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. outside of his advisory role, Kubica manages two residential rental properties in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm‑approved tools and modeling techniques.

Juliette La Voye is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance (Morgan Stanley) and AXA Advisors, LLC. Outside of finance, she has experience in the restaurant industry, including roles at Laura's Bar and Grille and Jake n Joes Sports Grille. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

Peter Mccarthy is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Wells Fargo Advisors and Brentview Investment Management. He is a partial owner of MCCARTHY 2012 INVESTMENT LLC, an investment-related entity involved in estate planning. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of financial products and services.