Daniel Twomey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Northern Trust, Breakthru Beverage, and Nordstrom, as well as event coordinator responsibilities for the Town of Cicero. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various fund structures.

Enailah Shaw is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, Inc., United Investors Life Insurance Company, and D.D.E. Partners, LLC, where she serves as Managing Partner. Outside of advisory work, she is a marketing consultant for Facets Of Touch Nail Salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

Zoe Goss is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Roselieb and Raia Wealth Management, Draper & Kramer Mortgage Corp., and Goss Advisory Services, LLC. She has also worked in the retail sector with EuroDesigns/CrateandBarrel. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm employs multiple advisory models implemented through third-party sponsors and provides ERISA fiduciary services, with a notable approach that emphasizes third-party program sponsors rather than proprietary wrap fee programs.

Laura Kane is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley, RBC Capital Markets, and Stifel Nicolaus & Co Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Krajewski is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Creative Decks Inc, Papa Nicholas Coffee, and Massage Envy. Additionally, he assists with tax work at Brian J Krajewski Law Office. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers access to a variety of investment programs through its network of representatives and third-party managers, focusing on tailored client solutions without sponsoring proprietary wrap fee programs.

Andrew Powers is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2019. His prior experience includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp. Outside of advisory work, he is involved in tax preparation and accounting through Re-Direct Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology and a broad network of over 22,800 advisors.

Beau Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at U.S. Bancorp Investments, BMO Harris Financial Advisors, and BMO Harris Bank. Outside of his financial career, he is an owner and partner of The Chimney Hospitality LLC, an entertainment business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Adam Robertson is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, based in Schererville, Indiana. He has 10 years of industry experience, including prior roles at IMI Precision Engineering, Panduit, Robertson Food Group, and Lanco Group of Companies. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Donald Sharko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at LaSalle St. Investment Advisors, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to advisory services, he is involved in selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions through a large network of advisors, combining advisory platforms with extensive non-advisory financial services.

Tara Labuda is a Financial Consultant at Fidelity Investments, where she has been serving since 2008 in various roles. Her career at Fidelity includes positions such as Regional Planning Consultant, Vice President Regional Planning Consultant, and Vice President, Financial Consultant, reflecting her extensive experience within the firm. Throughout her tenure, Tara has developed expertise in retirement planning and financial consulting, focusing on helping individuals create clear and confident paths to retirement. She emphasizes the personal nature of retirement planning and builds relationships beyond the numbers. Outside of her professional work, Tara enjoys cooking and baking, participating in family activities, hiking, horseback riding, outdoor adventures, and reading.

Kelly O'Malley is a CFP® professional with 25 years of experience in the financial services industry. She has worked with OSAIC since 2024, following a 17-year tenure at Woodbury Financial Services and four years at 1717 Capital Management Company. O'Malley serves as a fund holder and liaison for Boss Woman United, a scholarship fund supporting female financial advisors, and volunteers as a parent mentor at Lurie Children's Hospital in Chicago. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and customizable strategies implemented through both discretionary and advisor-managed platforms.

Rana Musa is a Planning Consultant with experience in retirement planning, income planning, and investment planning. She has taken an active role in educating clients about these matters to support their financial goals. Rana's professional background includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Service Representative at Fidelity Investments from 2023 to 2024. Prior to that, she worked as a Relationship Manager at Bank of America from 2017 to 2021.

Haley Reiher is a Series 66-licensed financial advisor at Morgan Stanley in Orland Park, IL, with five years of industry experience. Before joining Morgan Stanley in 2020, she worked at Menards Inc. and Talbots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and employer-sponsored financial planning agreements.

Brian Chandler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

Louis Litwin is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2018, with prior experience at Axa Advisors and Blue Pearl Worldwide. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, retirement plan consulting, and asset management through a network of investment representatives and a range of third-party advisory programs.

Vicky Katwala is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christopher Reiser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Cetera and its affiliates since 2004 and is also a shareholder and director at a CPA firm since 1989. Additionally, Reiser serves on the board of Tricor Systems Inc. and is involved with a private foundation that distributes funds to educational charities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform where advisors can implement various portfolio management strategies through discretionary and non-discretionary services.

Pablo Zalduendo is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, he operates a sole proprietorship offering traditional life insurance and fixed index annuities through approved FMOs and carriers. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.