Michael Schodrof is a financial advisor with Raymond James & Associates in Chicago, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, JPMorgan Chase, and Guggenheim Securities. He serves on the advisory board of the Exit Planning Institute Chicago Chapter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Aminadab Lugo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. Outside of his advisory role, Lugo serves as an elder and officer at Emmanuel Bible Church in Berwyn, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Aleatha Wilson is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual and operates several consulting and advisory businesses. Wilson is the founder and director of Club Blue Wealth, a nonprofit focused on coordinating industry experts and educational content. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Steven Sterchele is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and continues to serve clients through the firm. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions through its affiliated companies.

Brendan Mc Donnell is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. He previously worked for BlackRock Investments from 2019 to 2024 and has been with LPL Financial since 2024. 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 and access to various investment programs, supported by a large network of advisors and extensive operational resources.

Jill Maybaum Hart is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63, 65, and 66 credentials and 25 years of industry experience. Her prior roles include positions at PFS Investments Inc., Dowling Legacy, E*TRADE Securities LLC, Primerica Financial Services, Invesco Advisers, Inc., and Van Kampen Advisors Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Henry Swan Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC for 20 years. Outside of his advisory role, he operates an outside insurance brokerage under the name Legacy Advisors. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers.

Joseph Blanton is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he served five years in the U.S. Army and worked at Diamond Oaks Golf Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

David Mc Coll is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation. He has been in the industry since 2024, previously working at Driehaus Capital Management and spending four years at the University of Dayton. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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.

Mikolaj Kowalczyk is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at BDO and was involved with Tatra Soccer Club. Outside of finance, he is engaged in a home improvement discount retail business. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment strategies.

Ryan Thomason is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes various roles at Indiana University, Second Summit Partners, and Brennan Equipment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Erik Ford is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Merrill, LPL Financial, and 1st Global firms. He serves as a trustee and board member for the Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages assets across multiple platforms and custodians.

Grayson Pajkos is a financial advisor at Charles Schwab with 6 years of experience, holding a Series 66 designation. His prior work includes roles at Sericum Via LLC, Target Corporation, Markpol Distributors, and the University of Illinois at Chicago. Charles Schwab & Co., Inc. serves 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 offers a multi-asset investment approach supported by Schwab Center for Financial Research due diligence.

Noah Fishbein is a CFP® with six years of experience in financial advising, currently with Morgan Stanley in Chicago. His prior experience includes roles at Raymond James & Associates, UBS Financial Services, and Strategic Wealth Partners. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs without individual security recommendations as part of standalone planning.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Shamika Saunders is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. She has been with Primerica Advisors since 2015 and previously worked with Primerica Financial Services starting in 2014. Outside of her advisory role, Saunders is an author of an e-book titled *Success Leaves Clues* and owns several small businesses related to stationery, books, and planning products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses a model-delivery investment approach supported by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Michael Prendergast is a financial advisor at Ameriprise in Chicago, IL, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice, supported by a centralized consulting team and algorithmic tools.

Daniel O'Malley is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Michael Vander Roest is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Elizabeth Vella is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked at firms including Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.