Anthony Markett is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is involved in personal training through a small private business called Spine Science. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Ayesha Sarvana is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley since 2016, with prior roles at Fidelity and UBS Financial Services. Outside of her advisory work, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.

Thomas Trost is a CFP® professional with 16 years of industry experience. He currently serves as a financial advisor at LPL Financial, where he has worked since 2019. His prior experience includes roles at Cuna Brokerage Services, Inc., Cuna Mutual Group, DFG Wealth Management, LLC, and Trustmont Advisory Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using both discretionary and non-discretionary strategies.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jake White is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop financial plans and investment strategies. He aims to assist clients in pursuing their financial goals by leveraging his experiences to provide support for better financial outcomes. Jake has held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. Prior to his time at Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Jake has interests in comedy, fitness, football, reading, and soccer.

Vanessa Gizzi is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been dedicated to serving clients at Merrill since 2007. Vanessa applies the Goals-Based Wealth Management Process along with the research and technological resources of Bank of America and Merrill to assist individuals, families, and business owners in simplifying their financial lives. She focuses on wealth planning and relationship management to provide tailored guidance and strategy that align with her clients' unique needs and goals. Vanessa's areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree from Florida State University and earned an MBA with a concentration in Finance from the University of Illinois at Chicago. Additionally, Vanessa holds a Personal Investment Advisor (PIA) designation and is affiliated with the Gamma Phi Beta Sorority. Outside of her professional work, Vanessa is actively involved in her community through organizations such as the Lockport Women's Club Artisan Market at Old Canal Days and the Lockport Women's Club Financial Literacy Initiative. She enjoys running, practicing yoga, and spending time with her family.

Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Mary McGovern is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct engagements and Corporate Financial Planning agreements.

Pierre Pajak is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. He serves as president of the National Association of Insurance and Financial Advisors (NAIFA) board as of 2023. 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 variety of advisory programs and third-party managers to deliver customized investment solutions.

Michael Dorsey is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he assists clients in making informed decisions about their financial futures by understanding their individual goals, values, and priorities. Michael emphasizes building long-term relationships founded on trust and transparency. Michael's career in financial advising includes positions at Fidelity Investments, where he progressed through various roles from Investor Center Account Executive to Senior Account Executive before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Chase Investment Services and New England Financial. He resides in Naperville with his wife and two sons. Outside of his professional responsibilities, Michael enjoys entertaining friends and spending time on the Riverwalk with his family.

Demetrios Triantafel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He has been with Morgan Stanley and its Private Bank since 2021, with intermittent periods outside the industry. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Ernest Santeralli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and 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 and provides both brokerage and advisory solutions supported by research and analytics from internal and external sources.

Jeffrey Bishop is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Principal Securities Inc., The Prudential Insurance Company of America, and Pruco Securities LLC, alongside ownership of Bishop Financial Solutions. He is involved in a non-variable insurance agency business through Bishop Financial Solutions. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it also offers financial planning and access to third-party asset managers and insurance products through affiliated entities.

Isabel Mitria is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 credential and bringing eight years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Madelen Betbadal is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, while also maintaining a position with JPMorgan Chase Bank, N.A. since 1996. 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 through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Grzegorz Szymczak is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at BMO Bank NA, Fifth Third Securities, Fifth Third Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across its broad advisory platform.

Barbara Watts is a Series 66-licensed financial advisor with 20 years of industry experience, currently associated with Cetera. She has worked at Cetera Financial Specialists LLC and Cetera since 2006 and has been with Cornerstone Advisers, LLC since 2012, where she serves as Director of Client Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients through a variety of portfolio management and consulting services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Charles Mowery is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior roles include positions at SAI Financial Services and RMB Capital, as well as various non-financial employment. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing both proprietary and third-party investment strategies.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.