Nicole Astabraghpour is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling to support client financial plans.

Bridget Eickhoff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates alongside affiliated brokerage, distribution, and investment management functions, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Michael Williams is a financial advisor with Equitable Advisors in Palatine, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved in in-store demonstrations for Consumer Demonstration Services at various Costco locations in the Chicagoland area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerance.

Stacey Woehrle is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is a member of the Women’s Club of Wilmette and works as a sales associate with Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor financial solutions based on clients’ goals, risk tolerance, and time horizon.

Thomas Paulson is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes positions at Bank of America, Merrill, and City National Bank. Outside of advising, he is an officer and 50% owner of a plumbing supply company and serves as treasurer on the board of a family education foundation providing college scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management integrating in-house and third-party managers, alongside features such as tax management and responsible investing.

Jayson Kaus is a CFP® with 32 years of industry experience, currently serving at RBC Capital Markets. His career includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. He is a committee member of the Lake Forest Lake Bluff Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm provides tailored portfolio management and advisory services through a variety of wrap fee programs, utilizing both in-house and third-party investment managers.

Brian Katz is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Katz is also involved in managing multiple real estate-related trusts and LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Maria Cintron is a Series 66-credentialed financial advisor with 17 years of industry experience. She has worked at Merrill for 11 years before joining UBS Financial Services, where she has been since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of products and capital markets services.

Christine Pall is a financial advisor with Ameriprise in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. She has been with Ameriprise and its affiliate since 2014. She is also involved as a registered assistant to Chan Kang through CHK Group LTD, managing an advisory business. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, with an emphasis on Ameriprise-managed accounts and affiliated investment products.

Jelena Stanojevic is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007, holding Series 63 and Series 66 licenses. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Chad Lowry is a financial advisor at Morgan Stanley in Deerfield, Illinois, holding a Series 66 designation. He has over two decades of industry experience, including 24 years at Morningstar prior to joining Morgan Stanley. Outside of his advisory role, Lowry is a freelance writer for Isle Data, a technology-focused business based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including structured financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and integrates proprietary tools and modeling techniques in its planning process.

Donald Wallace is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Wallace serves as president of Sunset Ridge Country Club, a nonprofit private country club, where he oversees scholarship selection and the financial condition of the fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and both traditional and non-traditional investment strategies.

Erik Mansfield is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. His prior experience includes roles at Wells Fargo Home Mortgage, United Home Loans, and Midwest Equity Mortgage. He is based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Mahua Chakraborty is a financial advisor with Equitable Advisors in Aurora, IL, holding a Series 66 designation and five years of industry experience. She has been with Equitable Advisors since 2020, following a brief tenure at Axa Advisors, LLC, and prior experience as a homemaker. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels.

Christopher Schneider is a financial advisor with Equitable Advisors, holding a Series 66 credential and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time when the firm operated as AXA Advisors. Outside of his advisory role, Schneider serves as a volunteer firefighter with the Western Springs Fire Department. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Bradley Zamler is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 license and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the board of the American Friends of the Israel Sport Center for the Disabled, a nonprofit focused on physical and psychological rehabilitation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive asset management.

Antonette Gambini is a CFP®-designated financial advisor with Equitable Advisors, where she has worked since 2000. She has 31 years of industry experience and previously worked with AXA Advisors, LLC. Outside of her advisory role, she supervises and directs a handbell program at the First Congregational Church of Crystal Lake. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through sponsored programs and endorsed third-party managers.

Christopher Brown is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 1993, working at J.P. Morgan Securities 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by centralized due diligence and an ESG eligibility process.

Adam Marfurt is the Vice President and Branch Leader responsible for leading a team of financial professionals to deliver an exceptional client experience and foster long-term relationships. He has held leadership roles as a Branch Leader at Charles Schwab from 2021 to 2022 and at TD Ameritrade from 2017 to 2021. Prior to his leadership positions, Adam worked as a Senior Financial Consultant at TD Ameritrade from 2014 to 2017 and as an Active Trader Account Executive at TradeStation Securities from 2010 to 2014. Adam's professional experience spans client relationship management, team leadership, and financial consulting across multiple firms in the financial services industry. Outside of his professional career, Adam is interested in running, soccer, and tennis.