Ryan Mcneely is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Douglas Basch is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and bringing 22 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously spent 11 years at The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment orientation.

Michael Mccann is a financial advisor with Ameriprise in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he teaches investment courses at the University of St Francis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stanley Komperda is a Financial Consultant at Fidelity Investments, where he applies his expertise to help clients develop personalized financial strategies. He prioritizes understanding each client's unique motivations, concerns, and milestones to create tailored approaches rather than one-size-fits-all solutions. His professional experience includes roles as a Private Client Advisor and Branch Manager at J.P. Morgan Chase & Co., spanning from 2014 to 2022. This background has equipped him with a broad perspective on managing client relationships and financial planning. Outside of his professional work, Stanley engages in family activities and enjoys motorcycles and outdoor adventures.

Bianca Espinosa is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at firms including Robinhood Financial, TD Ameritrade, and Thinkorswim. Outside of financial services, she is employed by Ulta Beauty and participates as a panel member for Nielsen Ratings, reporting television viewing habits. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Holly Cotherman is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2010 and holds the Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sarah Udolph is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Hayden Carbine 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 roles at Synergy Flavors and Buddyz Pizzeria and attended the University of Illinois at Urbana Champaign. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 licenses and 31 years of experience. She has been with LPL Financial and its predecessor firm since 2003 and worked previously at LaSalle Financial Services, Inc. from 2001 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Allaway is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience navigating both bull and bear markets. He specializes in customized investment management strategies designed to meet clients’ income and return expectations throughout various stages of wealth accumulation and distribution. His expertise includes LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management services. Michael holds a Bachelor's Degree from Northwestern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community and professional organizations, serving as a board member of the Chicago Jazz Philharmonic and the Glen Ellyn Golden Eagles Youth Football, as well as participating with the Glenbard West Boosters. Outside of his professional commitments, Michael enjoys basketball, football, running, and skiing.

Aaron Cates is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2019, following prior roles at Wells Fargo Clearing, Manning & Napier Advisors, Calamos Advisors, and several other firms. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with optional implementation through its brokerage or advisory programs.

Aseen Amin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Amin Sons Inc for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

John Lyons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fidelity Investments and has held various roles including positions at the University of Kentucky and several cemeteries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Jim Gee is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at various Morgan Stanley entities since 1998. Outside of his advisory role, he co-owns professionally managed residential apartment buildings in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Sergio Guzman 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 various roles including positions in hospitality and construction, as well as academic appointments at the University of Illinois at Urbana-Champaign and College of Dupage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs using a network of Investment Adviser Representatives and third-party asset managers.

Richard Casolari is a financial advisor at Cetera with over 50 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Voya Financial Advisors and ownership of Advanced Financial Concepts, LLC. He is also a vice president and owner of Executive Motivation, Inc. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Anthony Santucci is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients and their families to guide them through comprehensive financial planning processes aimed at achieving their unique life goals and investment objectives. He emphasizes a proactive and disciplined approach, providing clients with support, education, tools, and resources to protect, preserve, and grow their wealth. Prior to joining Fidelity, Anthony worked as a Wealth Management Advisor at LPL Financial from 2014 to 2018. Before that, he served as a Financial Advisor at Edward Jones from 2010 to 2014. This experience has contributed to his expertise in financial consulting and wealth management.

Taylor Depenaloza is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2025, Taylor spent 11 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Matthew Coffman is a financial advisor with LPL Financial, holding a Series 65 designation. He has professional experience beginning in 2026, with prior roles at Corsalus Financial, Zacks Investment Management, and Gresham Partners. Coffman also has experience in education and community settings, including positions at Loyola University Chicago and local schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and platforms, supported by extensive resources and technology.

Robert Signorella is a financial advisor with Cetera in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked with Cetera since 2005 and also serves as a tax professional and consultant, managing an accounting and tax service practice and providing consulting on merger integration to a CPA firm. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and retirement services. The firm supports a broad range of investment strategies and program structures with over 10,000 advisors and assets exceeding $256 billion.