Douglas McCoy is a financial advisor with LPL Financial in Saint Charles, Illinois, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with LPL Financial since 1997 and also operates Douglas L. McCoy Financial Services, Inc., which he founded in 1986. 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, third-party asset management, and institutional platforms.

Gerardo Soriano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Soriano is also a licensed long-term care insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of advisors.

Blade Varian is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Robert Dow is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 66 licenses. He has 26 years of industry experience and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2014. He serves as a board member of the Bellarmine Jesuit Retreat House, a religious and community organization in Barrington, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Kimberly Smith is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by advanced modeling tools and a structured planning process.

Joseph Scott is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he owns a rental property business in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supplemented by firm-approved tools.

Paul Wessel is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. In addition to advisory services, he is involved in independent insurance brokering, specializing in long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment ecosystem.

Mark Gallegos is a financial advisor with Cetera and holds a Series 66 designation. He has three years of industry experience and has worked with firms including Porte Brown Wealth Management and Avantax. Outside of his advisory role, he is a partner at Porte Brown LLC, where he leads the international tax department and the M&A tax area, and engages in tax research, writing, and speaking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

William Muehlhauser II is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Michael Solesky is a financial advisor with Raymond James Financial in Itasca, IL, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Raymond James Financial Services since 2000 and the broader Raymond James Financial organization since 2009. Outside of his advisory role, he is involved as an owner and agent in Tistle, Solesky & Burgman Financial Services, where he works with fixed annuities and term life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining affiliations and programs that address specialized advisory needs.

Colin Powers is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Equitable Advisors, he has worked at firms including HR Block, MML Investors Services, and Northwestern Mutual. Outside of finance, he serves as a director for the Yorkville Education Foundation and works as a tax preparer and bartender in his community. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of third-party investment programs and offers ERISA fiduciary services through credentialed advisors.

Allison Tomasetti is a financial advisor with Edward Jones in Glen Ellyn, IL. She holds a Series 66 designation and has been with Edward Jones since 2018, bringing one year of industry experience. Prior to joining Edward Jones, she worked at Etro Outlet Chicago from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

John Weitzel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dylan Webb is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies aligned with their priorities and Fidelity's investment philosophy. His role focuses on understanding client goals and providing support during important financial decisions. Dylan's experience at Fidelity Investments includes positions as Financial Consultant since 2026, Investment Consultant from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to that, he held roles at JPMorgan Chase Bank as a Relationship Banker and Associate Banker between 2020 and 2023. Outside of his professional work, Dylan has interests in bowling, cars, football, social events with friends, golf, and pets.

Joshua Zaccanti is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Northwestern Mutual and has a background in education at Northern State University and local schools in Geneva, IL. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Andrea Bertani is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure while overseeing model selection and implementation.

Keith Jones is a CFP® with 34 years of industry experience. He is currently with LPL Financial in Oak Brook, IL, where he has worked since 2019. Prior to this, he was with FSC Securities Corporation for 10 years. He also operates RE Direct Financial Services, a tax preparation and accounting practice. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Brian Harrigian is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 designations and two years of industry experience. He has worked with Cambridge Investment Research and Preferred Planning Concepts in various advisory roles since 2014. Outside of his advisory work, Harrigian coaches youth baseball for the Park Ridge Jr. Hawks Traveling Baseball League. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Anna Lisa Bonichi is a Wealth Management Senior Relationship Manager at Fidelity Investments Private Wealth Management. In her role, she partners with clients to address complex service needs and comprehensive planning, acting as a primary point of contact. She is supported by a team of Regional Planning Consultants aiming to facilitate efficient collaboration with Fidelity. Her professional experience spans various roles in the financial services industry. Prior to her current position, she worked as a Planning Consultant and Financial Consultant at Fidelity Investments. She has also held roles as an Internal Client Advisor at JPMorgan Asset Management, a Financial Advisor at Morgan Stanley, Vice President of Institutional Equity Sales at Bank of America Merrill Lynch, and Registered Client Associate at Merrill Lynch Wealth Management. Anna Lisa's personal interests include fitness, food, golf, parenthood, traveling, and volunteering.

Robert Buoy is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Horizon Wealth Management for eight years. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.