Laura Berglund is a financial advisor at Morgan Stanley in Oak Brook, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities. Since 2012, she has been associated with Pro Performance, LLC. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Flynn is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Richard Barrett is a financial advisor with Wells Fargo Advisors in Hinsdale, IL, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 12.5% owner of Goodfellows Group Partnership, a local philanthropy in Hinsdale, where he participates in partnership meetings and approves charitable giving. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including cash-flow, retirement, and specialized planning areas. Advisors use Wells Fargo research and planning tools to provide tailored recommendations, with clients deciding how to implement them through the firm's brokerage or advisory programs.

Richard Morowczynski is a CFP® professional with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and previously spent 20 years with Avantax Advisory Services and related entities, as well as 30 years at Mutual of New York. He is also involved in health and life insurance through Morow Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Cailin Spiros is a financial advisor with Ameriprise in Saint John, Indiana, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Kallman is a financial advisor with Equitable Advisors in Oak Brook, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience, including roles at Mony Securities Corporation and Axa Advisors, LLC. Outside of advisory work, he serves as a director of the Western Golf Association, where he helps run golf tournaments and the Evans Scholars charity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines firm-offered and third-party programs to deliver tailored investment solutions.

William Jene Jr. is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Michael Herget is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Thomas Crosby is a financial advisor at Edward Jones with 14 years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Goldman Sachs & Co from 2015 to 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Oswaldo Alanis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Coach, Continental Motors of Naperville, Robert Morris University, and American Eagle Outfitters. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and analytical models.

Denise Cerny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2019, previously serving at Chase Investment Services Corp from 2008 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Donald Disteldorf is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Cetera Investment Advisers LLC since 2005 and Cetera Financial Specialists LLC since 1993. Outside of advising, he is the owner and president of Disteldorf, Ltd CPA's, an accounting and tax services firm, and is involved in computer software training through Compu-Train, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Eugenia Taylor is a financial advisor at LPL Enterprise with 22 years of industry experience. She holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, along with maintaining a self-employed accounting business for over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolios, and access to various brokerage and insurance products through an integrated platform.

Ryan Jonker is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Jonker & Associates since 2008, providing tax preparation and corporate accounting services. Additionally, he is the owner and CFO of Niche Interactive Media, Inc., an online affiliate marketing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

George Tang is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, Tang manages a real estate business in Naperville, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery and firm-approved tools to tailor plans for clients.

Alina Wold is a financial advisor with LPL Financial in Mokena, Illinois, holding a Series 66 designation and having four years of industry experience. Prior to joining LPL Financial in 2022, she worked at First Midwest Bank from 2016 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Steven O'Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

David Mallett is a financial advisor at Cetera with Series 63 and Series 65 licenses. He has held roles at Cetera Investment Advisors since 2026 and previously worked at firms including Accenture, Ernst & Young, Betterment, and Morningstar Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Maria Delre is a financial advisor with Osaic Wealth, Inc., holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Inc. and LPL Financial, LLC. She is also involved in tax preparation and accounting services through her ownership of Delre & Associates, Inc. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.