Jason Weissman is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley since 2021 and has prior experience with firms including GreenBridge Wealth Management and One Team Financial Group. Weissman is also affiliated with the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market analysis.

Nisa Salins is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 credential and 13 years of industry experience. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves on the Deerfield Chamber of Commerce Community Relations Committee. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and supports a range of investment programs alongside estate planning and corporate financial planning agreements.

Bradley Verber is a financial advisor at Edward Jones in Evanston, IL, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a commercial rental property in Evanston. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Donenberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advising, he is a notary public and has involvement in tax preparation and accounting through Warady & Davis LLP. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 in-house and third-party research.

Ashleen Davey is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2018, following prior experience with BMO Harris Bank. Outside of her advisory role, she serves as a successor trustee for a private trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Simmons is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Her prior work includes roles at Loft, Emils Restaurant, and Black Lung. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset‑allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Celestina Mc Laughlin is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery methods and proprietary tools, offering a range of investment and planning solutions without individual security recommendations in standalone plans.

Harrison Brandt is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent 11 years at Bank of America Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Beck is a financial advisor with Cetera in Northbrook, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Merrill, Bank of America, and Money Concepts Capital Corp. Outside of advising, he sells fixed insurance products and manages an expense management LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and retirement services through multiple program structures and managers.

Sean Grady is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Mariano's from 2013 to 2016. Outside of his advisory role, he is the owner and CEO of KSG Hospitality Consulting, providing expertise in culinary and restaurant management, and serves as a judge for a high school investment competition. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets with a large network of financial advisors and branches. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Karen Finerman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2013. Her other business activities include serving as a trustee and executor managing investment-related responsibilities for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, and clients may choose whether or how to implement recommended strategies through brokerage or advisory programs.

Emily Figueroa is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2023. Prior to that, she spent four years with Wealth Enhancement Brokerage Services and related firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Stevens is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, N.A., Merrill, and City National Bank. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Ana Villarreal is a financial advisor with Morgan Stanley Wealth Management in Glenview, IL, holding Series 63 and Series 66 designations with 11 years of industry experience. Her prior experience includes roles at UBS Financial Services and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Joseph Mckenna is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Johnson Financial Group, LPL Financial, and The Mather Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights as part of its advisory offerings.

John Strotman is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he sells sports trading cards and memorabilia from his personal collection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kelly Bays is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Bays co-leads two Girl Scout troops and helps plan a volunteer-run Girl Scout day camp in the McHenry area. She is also co-author of the financial book *Intentional Legacy*. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nathan Elby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored strategies including retirement income planning, portfolio management, tax minimization, and family wealth management planning. His expertise encompasses financial planning, retirement income planning, tax-efficient portfolios, cash flow analysis, and estate planning services. Nathan grew up during the Great Financial Crisis, which inspired him to help individuals and families prepare for financial uncertainties. He earned a Bachelor's Degree in Finance from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. He focuses on offering financial plans characterized by honesty, transparency, and service. Beyond his professional work, Nathan is involved in community activities such as serving as a Track & Field Coach and participating in the Villas of Boulder Ridge Homeowner's Association. He also contributes to financial literacy through Junior Achievement.

Christopher Collins is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Collins serves on charitable boards focused on educational scholarships and is involved in leadership and fundraising activities with Boy Scout Troop 48. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, and charitable organizations. The firm offers tailored investment advisory programs combining in-house and third-party managers, emphasizing customized portfolio management aligned with clients’ risk profiles.

Michael Marron is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2020 and previously spent five years with SagePoint Financial. Marron is also involved with Marron & Associates, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.