John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and modeling techniques.

Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Adam Tatroe is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has prior experience with Harris Investor Services, Inc and Edward Jones. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Tom Weyhrich is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he serves as co-trustee and trustee for family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Anne Del Rosario is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Citigroup Global Markets. Outside of her advisory role, she is a part owner and administrator of Diversified Home Care Inc. 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 financial planning, model portfolio programs, and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

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.

Joseph Martin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo-related firms since 2009. Outside of his advisory role, he is a notary public and has significant involvement with Martin & Martin Investment Group LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Jody Christman is a Series 66 credentialed financial advisor with Edward Jones in Des Plaines, IL, where she has worked for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at TRC Advisory. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of programs implemented through third-party asset managers and advisory platforms.

John Rossini is a Series 66-registered financial advisor with Edward Jones in Bartlett, IL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Brandon Brocato is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes positions at the University of Missouri and a role at Willies Pub & Pool. Outside of advisory work, he is involved as an independent service provider for FedEx through his company, Brandon Matthew Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach centers on assessing client information and risk tolerance to align clients with various advisory models, including third-party and firm-offered programs.

Art Salnikov is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2021. Merrill, along 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, and institutional investors.

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.

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.

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.