Eileen Carrero is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her own firm, Eileen Carrero Financial Services, LLC, since 2011. She has been with Cetera and its affiliates since 2003. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a multi-manager platform.

Jeffrey Dingman is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2010. Outside of his advisory role, he serves as a golf committee member at Edgewood Valley Country Club in La Grange, Illinois. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary accounts and provides model portfolios to intermediary platforms.

Debra Greening is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 uses structured planning tools and models to support its financial planning process.

Tyler Robbins is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and several related firms from 2023 to 2025. He also held positions outside finance, including work at Instacart from 2022 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bci Securities, City National Bank, First American Bank Wealth Management, and Valley National Bank Trust & Wealth Management. He is based in Orland Park, Illinois. 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 and financial planning services supported by structured planning tools and investment committee insights.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Levant Bishop is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at American Trust Investment Advisory, Inc. and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved in chauffeur services and sales and client service through Optimal Planning Partners, Inc. Equitable Advisors serves individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Christopher Scott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank NA since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jason Morris is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at firms including Moreton Capital Markets, Fifth Third Bank, and Robert W. Baird & Co. Outside of his advisory role, Morris owns Fresh Coat & Revive LLC, a business focused on furniture refinishing. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Charles Franckowiak Jr. is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2013. Outside of his advisory work, he serves as president of the board of directors for the South Pointe Swim Club of Naperville, a member-owned nonprofit community swim and clubhouse facility. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for a diverse client base that includes individuals, high-net-worth clients, and institutions.

Constance Stewart is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Stewart teaches mathematics at multiple community colleges and operates a tax preparation service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Susan Warner is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

James Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Daniel Younglove is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association beginning in 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including personalized financial plans and estate planning strategies.

Antoni Wolan Jr. Jr. is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2015. Antoni holds a Series 66 designation and is based in Oak Brook, Illinois. Morgan Stanley Wealth Management provides a broad range of advisory programs for 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 as part of its advisory services.

Francis Connelly is a CFP®-designated financial advisor at OSAIC with 41 years of industry experience. His career includes positions at Securities America Advisors, Inc. and his own firm, Connelly, McCarthy & Associates, where he has been involved in fixed life insurance sales. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisors and multiple platforms.

William Spies is a financial advisor at Equitable Advisors with 25 years of industry experience. He has been with Equitable Advisors since 2004, following prior work at Axa Advisors. Outside of his advisory role, he serves as president of the Saint Christopher School Board and coaches volleyball and basketball for Saint Christopher Athletics. He is also a past president and member of the Knights of Columbus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models, often implemented by third-party managers, and offers ERISA fiduciary services through credentialed representatives.

James Slater is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His career includes long-term roles at Foresters Financial Services and Lincoln Financial Group prior to joining Cetera in 2019. Outside of his advisory role, he owns Skyline Wealth Partners and has engaged in personal insurance policy transactions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, providing access to both affiliated and unaffiliated investment managers within a multi-manager platform.