Thomas Martyn is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at HBKS Wealth Advisors and SUNY Fredonia. Outside of his advisory role, he participates in ice crew activities at the United Center, assisting during Chicago Blackhawks games. 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, including discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Anthony Albertino is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2011. He has 24 years of industry experience, including prior roles at Securities America Advisors, Allworth Financial, BMO Harris Financial Advisors, Harrisdirect, and A.G. Edwards & Sons. In addition to his advisory role, he is involved with Hanson McClain Retirement Network, assisting employees of large companies like AT&T with investment services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals, utilizing proprietary models as well as third-party strategies.

Samuel Mirza is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in commercial real estate ownership through Eagle Run LLC. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joanne Rincker is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials. Her career includes 28 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives, offering a range of financial planning and advisory programs.

Brian Kiefer is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services Inc for nine years. Kiefer is president of Kiefer Financial Group, where he writes life insurance and disability insurance for businesses and individuals. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and financial planning. The firm uses firm-provided asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerances.

David Moore is a CFP® professional at RBC Capital Markets with three years of industry experience. His prior roles include positions at Mesirow and William Blair. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform.

Kandice Husarik is a financial advisor with Raymond James & Associates in Oakbrook Terrace, IL, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she is the owner and proprietor of Kandice Husarik Art, an art business focused on creation and sales. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing various portfolio management strategies supported by firm research and affiliated sub-advisers.

Kevin Machonis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with nine years of industry experience. He previously worked at JP Morgan Securities LLC and Merrill before joining Morgan Stanley in 2023. Outside of his advisory role, he is involved in property management through a sole proprietorship and a partnership. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

William Roberts is a financial advisor at Ameriprise with 52 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Roberts is also the owner of a real estate-related business, LINE Realty Inc. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm serves a large client base and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kristen Rose is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Doug Horne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations, and has 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Horne serves as Director of Music at Family of Faith Church, is a trustee for the Village of Monee, and is a board member of Provision Theatre, a professional faith-based theatre company. He also leads the Rhythm Makers Orchestra as a bandleader. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering broad-based planning recommendations without implementation services. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services under its “WealthPlan” offering.

Jill White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and 34 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marshall Mc Donnell is a Series 66 credentialed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has three years of industry experience, including previous roles at State Farm and teaching positions at University of St Francis and Joliet Junior College. Outside of his advisory work, he conducts private baseball coaching lessons. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a range of third-party advisory programs and asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments through a network of Investment Adviser Representatives.

Aakilah Cameron is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Bank of America and Fresh Thyme Farmer Market. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mariano Cinardi is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and possessing 27 years of industry experience. His background includes roles at MMC Health Insurance Solutions, Transamerica Financial Advisors, and the Heartland Institute of Financial Education. He is also active with the Joint Civic Committee of Italian Americans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Jacky Smith is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member on the Economic Development Advisory Board in Orland Park, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which focus on capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Greg Kyles is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade, Inc. and Broker Dealer Financial Services Corp. He is currently based in Oak Brook, Illinois. Charles Schwab & Co., Inc. serves primarily 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 separately managed accounts and offers multi-asset model portfolios alongside a formal alternative investment process.

Michael Shackel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent since 2002. In addition to his advisory role, Shackel serves as the Supervisor on the Lemont Township Board in Cook County, Illinois, overseeing government operations and ensuring compliance with state and federal laws. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across multiple financial planning areas. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining them as separate engagements.

Joseph O'Donnell is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Joseph Kalinsky is a financial advisor with Edward Jones in Downers Grove, IL, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.