Grace Stoddard is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she collaborates with clients and their Financial Consultants to support holistic financial planning aimed at meeting clients' financial goals. Grace emphasizes the importance of developing close, trusting relationships with clients. Her career at Fidelity Investments began in 2022 as a Launch Associate, followed by roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This progression demonstrates her growing experience within the firm and her commitment to client-focused financial services.

Michael McNeily is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. His private investment activities include managing an LLC that holds convertible debt in Posterity Health, Inc. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors.

Ryan Shanley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including tenure with its predecessor, Axa Advisors. Outside of his advisory role, Shanley serves on the LaGrange Memorial Community Foundation board and the St. Francis Xavier School advisory board. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management services. The firm relies on a range of third-party program sponsors and model managers, providing solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sophia Purcell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Everspring Inc and TWO MEN AND A TRUCK. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and technology, including artificial intelligence, to support its advisory services.

Jeffrey Babik 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. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. 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 and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Michele Hall is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance, Ausdal Financial Partners, Wells Fargo Clearing, and Center Street Advisors. Outside of her advisory role, she owns a tax preparation company and provides notary services for clients. OSAIC Wealth serves a diverse client base through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Garneth Ramos is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 5 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Mario Bear is a financial advisor with LPL Enterprise in Chicago, IL, holding Series 63 and Series 66 credentials and over 11 years of industry experience. His career includes roles at firms such as The Prudential Insurance Company of America, PNC Bank, Fifth Third Securities, JPMorgan Chase, and BMO Harris Bank. Outside of advisory work, he is involved with FinBe USA, promoting relationships with automotive dealerships, and serves as a real estate agent for non-investment residential transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers alongside affiliated insurance and trust services.

Leah Baker is a CFP® with 10 years of experience and is currently an advisor at Raymond James & Associates in Oakbrook Terrace, IL. She has been with the firm since 2016. Outside of her advisory role, she is the owner and manager of Middlebury Properties LLC, a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and affiliated research.

Amber Harris is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Cetera since 2018 and previously spent 15 years at Invest Financial Corp and over two decades at Maquette Bank. Outside of her advisory role, she sells dry nail polish sets and owns a business making and selling handmade jewelry and accessories. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Matthew Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is a co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services primarily to individual clients rather than institutional or pension-plan investors.

Munther Abdallah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

James Obrien is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Clearbridge Investments, and Citigroup Global Markets. He also serves as Director of Family Office at JPB Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Mark Wielinga is a financial advisor with Stifel in Orland Park, Illinois, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at RBC Capital Markets Corporation from 2008 to 2017. Outside of his advisory role, he is involved in farming activities. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Clayton Dixon is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Goldstone Financial Group, Edward Jones, and E*TRADE Securities. Outside the financial industry, he has experience in hospitality and food service, having worked at Manor Vail Lodge, Maggiano's Little Italy, and Daily Eats. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a 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 proprietary tools and research.

Thomas Wells is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of advising, Wells serves on the finance committee of the Institute for Community at Highpoint, providing consultation on financial health and fundraising procedures. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers, focusing on personalized risk assessment and tailored program models without sponsoring its own wrap fee program.

Connor Ebert is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at University of Iowa Healthcare, Old Second National Bank, and Lisle Park District. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on both firm-offered programs and third-party asset managers.

Brian Kenney is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 13 years at UBS Financial Services. Outside of his advisory role, he is a partner at RAKK Partners LLC, a real estate business based in Northbrook, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-partnered financial plans.

Alexander Kubiak is a financial advisor with Cetera based in Orland Park, IL, holding a Series 66 designation and five years of industry experience. He has held roles at firms including PricewaterhouseCoopers and Antares Capital, and currently owns and operates Kubiak Wealth Partners, LLC, and Kubiak Wealth Management. In addition to his advisory work, he serves as a CPA providing tax and bookkeeping services through Kubiak and Kubiak CPAs Limited. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, diverse program options, and access to both affiliated and third-party managers.

Anne Baniewicz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 registrations and possessing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supplemented by firm-approved tools and market modeling techniques.