Kevin Troke is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding a Series 66 designation and 27 years of industry experience. He has worked at Sykora & Company, LLC, PFS Investments Inc, and Primerica Financial Services since the early 2000s. In addition to his advisory role, he is a Certified Public Accountant involved in attestation services and tax accounting, and he also participates in the sale of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 financial advisors and $15.5 billion in assets under management.

Sean Bradshaw is a CFP®-certified financial advisor with Edward Jones, based in Naperville, IL, and has 26 years of industry experience. He has worked with Edward Jones since 2008. Outside of his advisory role, he is a property owner involved in self-rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

John Mullarkey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Mullarkey serves as a board member for The Reading League Illinois, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

David Kaunelis is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill since 2002. 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, pension plans, corporations, and charitable organizations.

Suzanne Florez Bonville is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. She has three years of industry experience and has worked at Thrivent Financial and related entities since 2022, with prior experience at Donohue Brown Mathewson & Smyth, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority.

Donna O'Brien is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 registrations and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques while delivering services primarily in an advisory capacity.

Brian Vodvarka is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, relying mainly on model-driven strategies developed by unaffiliated asset managers.

Timothy Caulfield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Mesirow Financial, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including mutual funds, ETFs, and fund-of-funds.

Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Laura Toms is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wells Fargo Advisors, joining in 2023, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, she has ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning solutions supported by proprietary research and tools, with planning engagements typically structured as discrete projects.

Aminadab Lugo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. Outside of his advisory role, Lugo serves as an elder and officer at Emmanuel Bible Church in Berwyn, Illinois. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Brendan Mc Donnell is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. He previously worked for BlackRock Investments from 2019 to 2024 and has been with LPL Financial since 2024. 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 access to various investment programs, supported by a large network of advisors and extensive operational resources.

Henry Swan Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC for 20 years. Outside of his advisory role, he operates an outside insurance brokerage under the name Legacy Advisors. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers.

Erik Ford is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Merrill, LPL Financial, and 1st Global firms. He serves as a trustee and board member for the Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages assets across multiple platforms and custodians.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Michael Prendergast is a financial advisor at Ameriprise in Chicago, IL, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice, supported by a centralized consulting team and algorithmic tools.

Elizabeth Vella is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Calib Donnell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 registrations and has 12 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

William Laheta is a financial advisor with Ameriprise in Clarendon Hills, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. He is also the owner of Tuttle Group LLC, a business transitioning from the Ameriprise P1 platform to P2. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, and operates as a large institutional provider of advisory, brokerage, and insurance solutions.