Justin Foley is a Series 66-registered financial advisor with LPL Financial, based in Hammond, IN, and has 10 years of industry experience. He previously worked at First Midwest Bank and currently holds a wealth advisor role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Michele Davis is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2019, following five years at DWS Investments Distributors, Inc. Outside of her advisory work, Michele owns a rental property listed through VRBO. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 affiliated discretionary SMAs and maintains a centralized operational structure supporting advisory, brokerage, and custody services.

Jordan Raynor is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2017 to 2025, Charles Schwab & Co., Inc. from 2016 to 2017, and American Valuation Group from 2013 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on diverse investment strategies and extensive advisor support tools.

Mary Galvin is a financial advisor at Osaic with 25 years of industry experience. She holds the Series 63 and Series 66 licenses. Before joining Osaic in 2024, she worked at Woodbury Financial Services for 17 years and had prior roles at Equitable Advisors and Mony Securities Corporation. Outside of advising, she prepares tax returns using TurboTax software and provides referrals for property and casualty and health insurance. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an emphasis on model-based asset allocation and portfolio optimization, supported by various account management options and third-party platforms.

James Trent is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at BMO Harris Financial Advisors, Charles Schwab Bank, SSB, and Charles Schwab & Co. Inc. He is based in Homer Glen, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kathleen Cimonetti is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Fidelity Investments. 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 model portfolio programs, supported by a large network of investment adviser representatives.

Cameron Donnelly is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley in various capacities since 2015 and was previously with Deutsche Asset Distributors, Inc. from 2016 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Michael Malicay is a CFP® and holds a Series 66 license, with 23 years of industry experience. He has been with Equitable Advisors since 2003, following prior work at Axa Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes matching clients to program models or discretionary managers through both in-house and third-party solutions.

Cameron Athy is a Series 66-licensed financial advisor with Merrill, based in Elmhurst, IL, and has 14 years of industry experience. He has worked at Merrill since 2011, with a brief period at BofA Securities, Inc. in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts. The firm incorporates internal and third-party management approaches and supports various investment restrictions and tax-sensitive strategies.

Sydney Reyes is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, Reyes held roles at the University of Illinois Chicago and Wahl Clipper Corporation. Outside of advisory work, Reyes serves as a regional chapter lead for CHAARG LLC, overseeing multiple chapters and leadership consultants across the U.S. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

Hogan Marshall is a CFP®-designated financial advisor with Charles Schwab, based in Oak Brook, IL, and has four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021, as well as prior positions at Brooksource, Kingland Systems, Young Henrys, Health Partners, and Iowa State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to discretionary separately managed accounts and a broad range of integrated brokerage, custody, and advisory services.

Tyler Van Lul is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, following prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his financial advisory work, he is involved in the hospitality industry as an employee in restaurant and nightclub ventures in Chicago. Morgan Stanley Wealth Management provides comprehensive advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and market-based modeling techniques to support its financial planning process.

Ekta Patel is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of her advisory work, she has been involved with The Shaadi House since 2022. Morgan Stanley Wealth Management provides a range of 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 and modeling tools but does not include individual security recommendations within standalone plans.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Shriyal Patel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Hightower Advisors and Emerson Automation Solutions. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Zachary Melone is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including its predecessor Axa Advisors. Melone is the owner and sole member of DBA LIFE LOYAL ADVISORS, an outside business activity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models and third-party managers, providing a broad range of investment products without sponsoring its own wrap fee program.

Michael McNally is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and is also affiliated with Triwealth Partners, LLC. His background includes 24 years at Waddell & Reed, Inc., and prior experience with various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with investment solutions that include financial planning, model portfolios, third-party asset management, and institutional platforms.