Laura Toms is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wells Fargo Advisors, joining in 2023, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, she has ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning solutions supported by proprietary research and tools, with planning engagements typically structured as discrete projects.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a due diligence process that combines quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and an ESG eligibility framework.

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.

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.

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.

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.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

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.

Ross Reinhart is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge and its affiliated firms since 2005. Outside of his advisory role, he is a part-owner of an educational materials business focusing on 401(k) plans and serves as president of a corporation that manages acquisitions of other practices. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals, utilizing multiple platforms and proprietary model strategies.

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.

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.

Calib Donnell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 registrations and has 12 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

William Laheta is a financial advisor with Ameriprise in Clarendon Hills, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. He is also the owner of Tuttle Group LLC, a business transitioning from the Ameriprise P1 platform to P2. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Brady Ruth is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. Prior to his advisory career, he was employed at Swenson's Drive Inns and has experience in educational settings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management services with an emphasis on diversified portfolios and long-term investment strategies.

Natalie Barraza is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Van Robin Jonker is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked with Cetera since 1993 and serves as president of Capital Wealth Management Inc. Outside of advisory work, he is managing partner of Jonker & Associates, a CPA firm, and president of the Lighthouse Pointe Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Christian Sosnowski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2020. 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 and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with quantitative and qualitative research, incorporating forward-looking market assumptions and an ESG eligibility framework.

Alberto Panzeca is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera since 2016 and has also operated his own CPA practice since 2000, providing accounting and tax services. Panzeca serves as a board member of the Addison Police Pension Fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jong Ho Choi is a financial advisor with Thrivent Investment Management in Chicago, IL, holding a Series 66 registration and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and a range of planning topics without discretionary portfolio management or institutional advisory services.