Mary McGovern is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct engagements and Corporate Financial Planning agreements.

Pierre Pajak is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. He serves as president of the National Association of Insurance and Financial Advisors (NAIFA) board as of 2023. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment solutions.

Michael Dorsey is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he assists clients in making informed decisions about their financial futures by understanding their individual goals, values, and priorities. Michael emphasizes building long-term relationships founded on trust and transparency. Michael's career in financial advising includes positions at Fidelity Investments, where he progressed through various roles from Investor Center Account Executive to Senior Account Executive before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Chase Investment Services and New England Financial. He resides in Naperville with his wife and two sons. Outside of his professional responsibilities, Michael enjoys entertaining friends and spending time on the Riverwalk with his family.

Demetrios Triantafel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. He has been with Morgan Stanley and its Private Bank since 2021, with intermittent periods outside the industry. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Ernest Santeralli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Bishop is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Principal Securities Inc., The Prudential Insurance Company of America, and Pruco Securities LLC, alongside ownership of Bishop Financial Solutions. He is involved in a non-variable insurance agency business through Bishop Financial Solutions. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it also offers financial planning and access to third-party asset managers and insurance products through affiliated entities.

Isabel Mitria is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 credential and bringing eight years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Madelen Betbadal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 1996 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Grzegorz Szymczak is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Bank NA, Fifth Third Securities, and PNC Investments. Based in Hinsdale, IL, his career includes roles at both banks and broker-dealers. 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, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Barbara Watts is a Series 66-licensed financial advisor with 20 years of industry experience, currently associated with Cetera. She has worked at Cetera Financial Specialists LLC and Cetera since 2006 and has been with Cornerstone Advisers, LLC since 2012, where she serves as Director of Client Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients through a variety of portfolio management and consulting services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Charles Mowery is a financial advisor at Osaic Wealth, Inc. with a Series 66 credential and no prior industry experience. His work history includes roles at SAI Financial Services and RMB Capital, among others. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing both proprietary and third-party investment strategies.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Alexander Rodriguez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. Outside of his advisory role, he is involved with Lighthouse of Alexandria LLC, a private investment entity focused on managing a personal real estate portfolio. J.P. Morgan Securities 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 recommendations.

Ryan Malkowski is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Edward Jones since 2008 and previously worked at Wells Fargo Clearing for one year. Malkowski is based in Hinsdale, IL. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Mi Yeon Katz is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and New York Life. Outside of her advisory role, Katz has been involved with Prak-Sis Ltd. since 2017 and was associated with the Prak-Sis Contemporary Art Association from 2009 to 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Bradley Grcevic is a CFP® professional with 30 years of experience at Edward Jones, where he has worked since 1995. He serves as a board member of the Lemont Police Pension Board, overseeing pension activities and monitoring its investment accounts. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erica Kowalczyk is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and two years of industry experience. She previously worked at Edward Jones for four years and also has experience in the restaurant and service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, 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 both affiliated and third-party investment managers.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.