Megan Draddy is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. Her prior work history includes roles at Lululemon, Visa, Vail Resorts, and the Chicago Board of Options Exchange. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs supported by structured discovery processes and advanced modeling tools.

Brian Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Central Credit Union of Illinois since 2007 and CUNA Brokerage Services, Inc. from 2007 to 2022. He also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Matthew Filosa is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes two decades at Citigroup Global Markets, followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and advanced modeling tools, offering advisory support without providing individual security recommendations in standalone plans.

Lisa Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on individual rather than institutional clients.

William Howton is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he is involved in rental property operations in Palestine, Arkansas. 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 supported by structured planning tools and investment research.

Yibing Xue is a CFP® professional at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, Xue worked at GTL Technologies Inc. for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cyril Friend III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones for two years. Friend operates his advisory services under the names Horizon Wealth Management, LLC and Friend Investment Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced advisor tools for operational and research support.

Benjamin Gillespie is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Scott Vender is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Foundation in Naples, Florida. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning processes and proprietary modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Maricel Betz is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Her prior experience includes roles at Bank of America Merrill Lynch, Country Financial, TD Ameritrade, Invest Financial Corporation, and Ameriprise. She is based in Orland Park, Illinois. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including its registration as a commodity pool operator and use of AI-driven methodologies.

Stephen Scaccia is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Fifth Third Securities, and Fifth Third Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual, Battaglia Industries, and Hy-Vee. He has been involved with the Crystal Lake Country Club for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Phu Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has prior experience with JPMorgan Chase Bank, N.A. Beginning in 2015, Nguyen also operated a small business in the personal care industry for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Bushy is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Richard Callaghan is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Katherine Mangiardi is a financial advisor at Fisher Investments with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services, Transamerica Financial Advisors, and Wfg. Outside of her advisory role, she is the CEO and owner of Fierce Females LLC, a personal podcasting venture focused on interviewing women entrepreneurs. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides a range of services, including sub-advisory and retirement plan management.

Paul Muehlnickel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He is based in Orland Park, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Chandler is a Series 66-licensed financial advisor at Morgan Stanley in Chicago, IL, with five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Groupon and the University of Iowa. 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 analytical models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and dedicated estate planning groups.

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.