Bruce Mc Kee is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2010, including prior experience at Crossroads Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional entities. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment advice to client goals, supporting implementation through various advisory programs.

Kyle Sahli is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 credential and three years of industry experience. His background includes positions at Equitable Advisors, Northwestern Mutual, and Amazon Inc., as well as entrepreneurial experience with DeVries Landscape. 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 and advanced operational tools.

Paul Majauskas is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009. Outside of his advisory work, he is involved in several private business ventures, including portable defibrillator technology and cattle breeding. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing advanced modeling tools and offers services through both direct client relationships and corporate financial planning agreements.

Brianne Wolf is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has worked with multiple firms including Avantax Advisory Services and 1st Global Capital, and serves as Vice-President and Accounting Manager at Bill Hickey & Associates, Inc. Outside of her financial advisory work, she operates a direct sales business selling women's and children's clothing. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Marc Corigliano is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fiducient Advisors LLC, Nuveen LLC, and Janus Henderson Investors. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Laura Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked previously at JP Morgan Chase Bank and J.P. Morgan Securities, where she spent a total of 15 years. Outside of her advisory role, she is involved in direct sales for Young Living Essential Oils and is a partner in Partnerland LLC. 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 variety of financial planning and investment management programs, utilizing a range of model portfolios, third-party subadvisors, and customized strategies.

Michael Murphy is a financial advisor at LPL Financial with a Series 66 designation and 0 years of industry experience. His prior work includes roles in food and beverage and design industries. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christopher Smith is a financial advisor with LPL Financial in Mokena, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill, Bank of America, and Morgan Stanley. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

David Raap is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Oak Brook, IL, and has five years of industry experience. His background includes roles at JPMorgan Chase Bank and Wells Fargo Advisors. Outside of his advisory work, Raap is involved in several business ventures, including ownership and partnership positions in non-investment-related companies such as R & C Group INC and DSR Services INC, where he manages operations and receives royalties from a sold franchise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a range of eligible investment strategies, supported by affiliates offering portfolio implementation and services.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Ryan Garrity is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at World Equity Group for nine years before joining LPL Financial in 2021. 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.

David Duncan is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2006 and previously at Mass Mutual Investors Services from 2004 to 2006. In addition to his advisory role, he is an independent insurance agent affiliated with ASH Brokerage and Penn Mutual. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and access to unaffiliated third-party advisers, with a notable focus on proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Lamb is a financial advisor at Ameriprise with 21 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and Thrivent Investment Management. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Robert Cox is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab and has experience in various roles including at the University of Dayton and Butler National Golf Club. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm focuses on tailored financial planning using structured discovery processes and planning tools, serving clients through direct and corporate financial planning agreements.

Jennifer Arquilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2018. Arquilla serves as a planning committee member for Women Who Advise in the Chicagoland area. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bartosz Bak is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has worked at Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, N.A. Outside his advisory role, he is involved with a private promissory note investment and has interests in power generation technologies and lending-related technology partnerships. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad investment offering.

Louie Williams is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Farmers Financial Solutions. Williams also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kyle Klepsch is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 separate managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Elizabeth Pedretti is a financial advisor at Edward Jones with Series 66 credentials. She joined Edward Jones in 2025 and has a prior ten-year career at Robert Half. Edward Jones is a full-service wealth management firm serving over 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, separately managed accounts, and affiliated mutual funds.

Amy Berg is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns an Etsy shop focused on retail and online sales. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and emphasizing client responsibility for plan implementation and updates.