Anne Del Rosario is a financial advisor at LPL Financial with 12 years of industry experience. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance. Outside of financial services, she is a part owner and administrator of Diversified Home Care Inc. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and diverse investment strategies.

Edward Samano is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS Financial Services since 2016. Outside of advising, he has involvement with AXA Distribution Holding Corporation related to past sales of variable products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Vivek Tripathi is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at TRC Advisory and a period at the University of Illinois, Urbana-Champaign. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Lauren Stroner is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has worked at Merrill since 2014, with a brief period operating under her own name from 2017 to 2019, and has been with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Brandon Brocato is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at the University of Missouri and various service positions outside the financial industry. He is also involved as president and independent service provider for Brandon Matthew Inc. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Art Salnikov is a Series 66 licensed advisor with Merrill, based in Buffalo Grove, IL, with one year of industry experience. He has worked at Merrill since 2021 and has prior experience at Bank of America, N.A. from 2024 to present. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients.

Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Stout is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial services industry, including his tenure as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, and as an Investment Advisor at Insight Securities from 2017 to 2021. Prior to that, he was a Financial Advisor at Morgan Stanley from 2014 to 2017 and operated as an Independent Futures Trader at the Chicago Board of Trade from 2008 to 2014. Kevin is dedicated to helping clients and their families take control of their financial futures by assisting them in building personalized financial plans that align with their individual goals. His professional journey reflects a commitment to guiding clients through the development of investment strategies that are in sync with their broader financial objectives. Outside of his professional responsibilities, Kevin engages in activities such as biking, kayaking, outdoor adventures, skiing, traveling, and volunteering.

Thirupathy Nathan is a financial advisor with Cetera in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2007 and has worked with affiliated entities since 1991. Nathan also owns and operates TV Nathan & Assoc., Inc., providing accounting and financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services delivered via multiple program structures and a multi-manager platform.

Robert Siers is a CFP® with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to this, he worked at JPMorgan Chase Bank, N.A. beginning in 2008. Outside of his advisory role, he is an owner and partner in Hatch and Fletch, LLC, a business involved in land acquisition. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.

Theodore Russell is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options tailored to clients meeting net-worth criteria.

Jon Clare is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 25 years. In addition to his advisory role, he is involved in the sale and service of disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with various investment types, managing accounts on both discretionary and non-discretionary bases.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage under the name Infinity Strategic Partners, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model that includes advisory and brokerage/insurance channels to execute client recommendations.

Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Annette Kaszubski is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior work includes roles at LPL Financial and TD Ameritrade. She is also involved with Itasca Bank & Trust Co. in an investment-related capacity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm operates with capabilities in institutional trading, wealth management, and affiliated banking services.