Thomas Rice is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1982 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Jason Allen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Jackson National Asset Management and Morgan Stanley Smith Barney LLC. Outside of finance, he was involved with Headlands Tech Organization, LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Howard Senescu is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2008. Senescu also serves as a successor trustee involved in estate administration. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, with financial planning services that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Kristina Jucaban is a Series 66 licensed financial advisor with ten years of industry experience. She has worked at Merrill for fifteen years before joining UBS Financial Services in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Scott Marshall is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on delivering an exceptional wealth planning experience to clients. He has been with Fidelity Investments since 2000, progressing through various roles including Assistant Branch Office Manager, Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and multiple Financial Representative positions. Before joining Fidelity, Scott worked as a Financial Advisor at McDonald Investments Inc. from 1999 to 2000. Over his career, he has accumulated extensive experience in financial planning and wealth management within Fidelity Investments. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Justin Graves serves as a Branch Leader, supporting advisors and branch staff who work directly with clients to address their financial needs. In this role, he focuses on fostering a collaborative and consistent branch environment while overseeing day-to-day operations. He supports the team responsible for delivering the client experience and helping clients work toward their financial objectives. Prior to his current role at Fidelity Investments starting in 2025, Justin held positions at Bank of America - Merrill Edge, including Registered Academy Manager from 2023 to 2025 and Relationship Consultant - Life Services from 2021 to 2022. Outside of his professional responsibilities, Justin has interests in art, family activities, fitness, football, and singing.

Travis Sylvester is a CFP® professional with eight years of industry experience, currently serving at Cetera. His prior work includes roles at Fidelity Investments and Capital Trading Group. He is a co-founder and financial planner of Shoreline Financial Partners and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and financial services, supported by a large network of over 10,000 advisors and substantial assets under management.

Larry Malles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Janel Huston is a financial advisor with Raymond James Financial in Northbrook, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked with various Raymond James entities since 2008. In addition to her advisory role, she owns Huston Wealth Solutions, a support company based in Glenview, IL. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm uses advanced analytical tools and offers both advisory programs and specialized services, such as municipal advisory and SIMPLE IRA Employer Consulting.

Benjamin Rose is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Bank of America/Merrill Lynch from 2018 to 2022 and at Geometry Global from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Amanda Kreutzer is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019. Outside of her advisory role, she is the owner of Heart Centered Guidance LLC, a business focused on spirituality services including intuitive guidance and workshops. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

James Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tabitha Kenney is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Wealth Management since 2021 and previously spent 13 years at Merrill. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Lisa Yoest is a CFP® with 36 years of industry experience, currently with LPL Financial since 2025. Her prior roles include positions at Baker & Yoest Investment Advisers Inc and Cetera Financial Specialists LLC. She serves on the board of a nonprofit organization, HPHS Class of 1983 NFP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Thomas Wendt is a financial advisor at Ameriprise Financial Services LLC with nine years of industry experience. He previously worked at Edward Jones and Bromley Company. His credentials include the Series 66 designation. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Anna Goldberg is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Steersman and has a background that includes five years at Magnolia Bakery. Outside of her advisory role, she provides home care assistance for her father several hours a week. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management offerings, including fee-based financial planning and capital markets services.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services supported by a nationwide network of financial advisors and branch offices.

Rhonda Salins is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside her advisory role, she serves as a general partner and trustee for various investment-related family partnerships and trusts. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.