Thomas Lamson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes risk assessment and tailored advisory models, often using third-party asset managers and advisory programs.

Michael Melone is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage under the name Life Loyal Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Victoria Kiehl is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 designations and bringing 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved as an independent contractor with Send Out Cards and as a distributor with Melaleuca, a wholesale/distribution business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Brendan Sheehy is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to his financial services career, he spent six years with the Valley View School District. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm’s approach includes structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Christopher Curtin is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and formerly worked at Kam's before joining Morgan Stanley. Outside of his advisory role, Curtin was involved with the Creighton University-Nebraska Human Trafficking Task Force for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Alfreda Bell is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Bridget Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her background includes roles at Waddell & Reed and various insurance carriers, along with positions at Moraine Valley Community College and the Palos Area Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technological and operational resources.

Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Securian Financial Services, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and wrap programs.

David Sterner is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management with over 30 years of experience. He began his career at Merrill in 1990 after serving as a Lieutenant Commander Naval Flight Officer and navigator on the U.S. Navy's P-3 Orion aircraft. David applies principles from his military navigation experience to wealth management, emphasizing clear financial strategies and guiding clients through the complexities of investment landscapes to help them reach their financial goals. David holds a Bachelor of Science degree in Economics from the University of Minnesota and has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. His client focus includes services for endowments, foundations, non-profits, socially responsible and values-based investing, and tax minimization. Outside of his professional role, David resides in St. Charles, Illinois with his wife, Mary. He is involved in community organizations such as Audubon Great Lakes, where he serves as a board member, and Wine to Water. David enjoys outdoor activities including biking, boating, fishing, hiking, hunting, reading, and traveling, and values spending time with his family.

Janice Wong is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Treasure Fleet LLC, Valic Financial Advisors, Wells Fargo Clearing, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers a broad range of derivatives and commodities capabilities.

Andrew Lacksonen is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been with Equitable Advisors since 2026 and previously worked at Transamerica and Elmhurst University. Outside of his advisory role, he is involved with Four Star Lacrosse. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of programs and third-party asset managers.

Christopher Fash is a CFP® professional with 25 years of industry experience, currently with Ameriprise in Oak Brook, IL. His career includes roles at MetLife Securities Inc. and Rabjohns Financial Group/Nef before joining Ameriprise. Outside of advising, he manages a private LLC for practice expenses and is involved with a private hunting club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and personalized recommendation reports.

Mazin Nabulsi is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022, with prior experience at TD Ameritrade and TEK Systems. Outside of finance, he has been involved with Varsity Tutors for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Alexandria Lach is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she assists in managing a family rental property by preparing leases, screening tenants, and collecting rents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Matt Wilke is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Matthew Davidson is a financial advisor with J.P. Morgan Securities in Oak Brook, IL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior experience at Daly Fire Protection, Marist High School, Saint Xavier University, and Domani Construction. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking capital markets approach and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Thomas Oconnor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

William Kraus is a Series 66-licensed financial advisor at LPL Financial with five years of industry experience. He previously worked at Wintrust Investments, LLC, and held multiple positions at Indiana University and in education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin is also involved in the sale of fixed life insurance products through a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance services.