Michael Puleo is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and utilizing methodologies such as Monte Carlo simulations to model outcomes.

Ernest Cozzi is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® and Series 63 designations, and has worked with several Cetera-affiliated firms since 2015. He is also involved with Personalized Financial Resources, LLC, where he provides financial consulting and insurance-related services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients with portfolio management, financial planning, retirement services, and access to third-party money managers. The firm supports a range of program structures and investment strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Kyle Mcbroom is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at MSI Financial Services, Opus Wealth Management Group, Level Four Advisory Services, and Good Life Advisors, where he currently provides investment advisory services through an independent firm. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity maintained for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial activities.

Carrie Groszek is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank for eight years. Groszek has been involved with Grand Master Learning, a program aimed at developing critical and strategic thinking behaviors in U.S. schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Luke Larocca is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Cetera and has a long history with Avantax Advisory Services and Avantax Insurance Agency, among other firms. In addition to his advisory work, he owns and operates Larocca & Company, LTD, a tax preparation and accounting business, and serves as trustee for the Ash Family Irrevocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors utilizing multiple program platforms and investment strategies.

Mateusz Strojek is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Sondra Barrett is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual, @properties, and Keller Williams Experience Realty. Barrett is also the owner of Sondra Luxury Real Estate Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicole Portolos is a financial advisor with Ameriprise in Burr Ridge, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with an emphasis on assets held in Ameriprise Managed Accounts and algorithmic automation in generating recommendations.

Anne Marie Metro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services for 18 years prior to joining RBC in 2015. Outside of her advisory role, she maintains a personal membership with Amway. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Amy Farber is a Financial Consultant currently working at Fidelity Investments since 2019. In her role, she focuses on building professional relationships with clients to provide exceptional experiences during every interaction. Prior to joining Fidelity Investments, Amy held the position of Assistant Vice President and Premium Elite Relationship Manager at Bank of America Merrill from 2016 to 2019. She began her career at Charles Schwab, serving as an Associate Financial Consultant from 2015 to 2016 and as a Derivatives Trade Specialist from 2012 to 2015. Outside of her professional work, Amy engages in various personal interests including fitness, hiking, playing musical instruments, skiing, theater, and traveling.

James Lohse is a ChFC® credentialed financial advisor with 39 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has held roles at Independence Capital Financial Partners since 2012, as well as prior experience with Commonwealth Financial Network and Hornor, Townsend & Kent. Outside of his advisory work, Lohse serves as an ambassador for the Naperville Chamber of Commerce and operates an independent insurance agency. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients, including pension and charitable organizations. The firm offers access to multiple platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

David Lutsch is a CFP® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Financial and has held prior roles at Cambridge Investment Research Advisors, FSC Securities Corporation, and has maintained a long-term association with Re-Direct Financial Services Inc and Lutsch Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions utilizing proprietary research, third-party subadvisors, and technology tools.

David Tsang is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Harris Investor Services Inc and Harris Bank. Outside of his financial advisory work, he serves as an assistant tennis coach at Rosary Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Hannah Ocampo is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in the hair and beauty industry for over a decade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to model financial outcomes.

Jennifer Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves 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 employs structured planning tools and modeling techniques in its advisory process.

Anthony Dimiele is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group. Outside of his advisory role, he is involved with the Heartland Institute of Financial Education as a certified financial educator and participates in community organizations such as the Order Sons of Italy in America and the Burbank Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, utilizing a range of investment strategies supported by research and technology tools.

Lucas Murphy is a Series 66-registered financial advisor with Charles Schwab, based in Orland Park, Illinois. He has one year of industry experience and has worked across multiple divisions of Charles Schwab since 2023, with prior experience at Chipotle and Ariel Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Jeffrey Hammond is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 registrations. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Transamerica Financial Advisors, Inc., and Valic Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Maurice Lounds is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he teaches mathematics courses at Indiana University and IVY Tech Community College. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.