Ali Schmitt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2024, Ali held roles at Sapient Capital LLC, Stifel, JP Morgan, and Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing firm-approved tools to model financial outcomes.

Anthony Fulco is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, he worked for eight years at Fox Valley Auto Group. Outside of his advisory work, he manages rental property in Downers Grove, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Faris Khan is a Financial Consultant at Fidelity Investments, where he has been providing guidance to clients since 2018. He specializes in retirement planning, investment strategy, consolidating assets, income protection, and wealth transfer. With 19 years of experience at Fidelity, he has held several roles including Investment Consultant, Private Client Specialist, Financial Representative, and currently serves as a Financial Consultant. Prior to joining Fidelity, Faris worked as an Investment Specialist at Deutsche Scudder Investments from 2002 to 2005. He has a total of 24 years of experience in the Financial Services industry. Faris holds a Bachelor's degree in Economics from the University of Minnesota. Outside of his professional career, Faris enjoys cars, family activities, reading, skiing, and traveling.

Michael Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation. He has professional experience spanning roles at Morgan Stanley and Morgan Stanley Private Bank since 2025, and previously worked for Internet Brands, Inc. from 2015 to 2025, where he also provides Salesforce administration support outside of business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment and planning tools.

Theodore Glotzbach is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and SECURITIES AMERICA, inc. since 1996. He also operates a sole proprietorship for insurance sales related to investment products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and access to third-party managers and proprietary models.

Eric Garcia is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022. Prior to his current role, he held positions in the food service industry. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Nicolas Johnson is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at SportsKids Inc. and Butterfield Country Club, and he attended Indiana University Bloomington. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs offered through a network of advisers and third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Hans Herr is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at Merrill, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers access to a range of investment strategies, including ESG frameworks.

John Zandstra is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and JP Morgan in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ian Laterreur is a CFP® with 25 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Advisors LLC and Ergawealth Advisors, where he also serves as president. His professional activities include managing investment advisory services and offering fixed insurance products such as life, disability, and long-term care insurance. Cetera is an SEC-registered adviser operating a multi-manager platform that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program options.

Joseph Herr is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2017, bringing a focus on delivering customized service support to clients and providing internal services to the advisor team. Joseph and his team work to help individuals and families achieve their retirement goals by utilizing resources from Merrill Lynch and its affiliates. His areas of expertise include divorce transition planning, education planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. Joseph graduated from the University of Arizona in 2017 and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His team, with over 35 years of combined experience, has supported high net worth clients throughout the country. Born and raised in Hinsdale, Illinois, Joseph currently lives in the Old Town neighborhood of Chicago. In his free time, he enjoys golfing, traveling, spending time with family and friends, as well as baseball, fishing, football, music, and reading.

Daniel Guerrero is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Van Ewing II is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Eagle Strategies. He teaches calculus at Howard University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars.

Rosemary Iadarola is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 40 years of experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through various platforms and specialized groups.

Paul Sikes is a CFP®, CFA®, and Series 66-licensed financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of his advisory role, he serves on finance committees for several nonprofit organizations, including the Jazz Institute of Chicago and the Glessner House, and holds treasurer and finance committee member roles at PING! in Oak Park, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, leveraging proprietary research and planning tools to create tailored recommendations. The firm offers specialized planning solutions and integrates advisory services with various financial product and referral channels.

Anthony Even is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across multiple client segments.

Cheryl Snook is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Deanna Laboy is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley, she worked at Amazon.com, Inc. and Insight Global. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Bradley Martin is a financial advisor with LPL Financial in Lagrange, IL, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and JPMorgan Chase Bank, where he worked for over a decade. 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 portfolio management services, utilizing both proprietary and third-party strategies delivered through a large network of investment adviser representatives.