Brian Magura is a financial advisor with Edward Jones in Schaumburg, IL, holding the CFP® and ChFC® designations and over 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Nguyen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, M1 Finance, and Merrill Edge/Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. Their advisory process includes centralized due diligence with a combination of quantitative and qualitative research supported by affiliated portfolio services.

Zachary Harveth is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2014 to 2019. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.

Aira Lodygowski is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with BMO Harris since 2011, including roles at BMO HARRIS BANK from 2011 to 2018, and joined LPL Financial in 2018. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

Dennis Gorman is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, he was with Cetera Advisor Networks for five years and has operated Gorman & Associates since 1990. He is involved with the CPA Affiliate Program through Gorman & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform of non-advisory financial services.

Joseph Miceli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he is involved in health and life insurance renewals as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options, including automated allocations and direct indexing.

Roger Smith is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Martin Friel II is a financial advisor with Ameriprise in Geneva, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves as president of the Tri-Cities Soccer Association and has been a youth soccer referee for multiple local leagues. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Erik Rosencrans is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He joined The Rosencrans Group in 2022 and works alongside his father and business partner, Jeff Rosencrans, who has been a Merrill advisor for over 40 years. Erik brings his background in corporate financial strategy and experience in management consulting and private equity—where he advised corporations on financial strategy and operational efficiency across technology, healthcare, and finance sectors—to his role in wealth management. Erik's expertise includes investment management, retirement planning, tax minimization strategies, insurance, and estate planning services. He supports clients in areas such as college education planning, family wealth management, legacy and liquidity management, managing new wealth, small business strategies, and retirement income. His approach is grounded in research, analytical rigor, and a commitment to client success, emphasizing thoughtful, personalized guidance and building lasting relationships. He holds bachelor's degrees in Entrepreneurship, Corporate Innovation, and Marketing from Indiana University's Kelley School of Business. Erik lives in Chicago with his wife Lauren and participates in community organizations including Groop of Friends and The Friendly Scholars Foundation.

Peter Van Houten is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, with prior experience at Merrill and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patricia Ciebien is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has worked with Merrill since 1986. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Timothy Matta is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked for SRI Systems Research Inc for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

David Vucovich is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management by carefully listening to clients' needs and crafting customized strategies aligned with their financial goals. His role benefits from the investment insights of Merrill and the banking services of Bank of America, enabling him to address various aspects of clients' financial lives. With over 35 years of experience in the financial services industry, including three decades at Merrill, David serves high net worth families and institutions. His expertise includes access to commercial banking and financing strategies, management of concentrated stock positions, and assistance with significant life events such as retirement, inheritance, and business sales. Additionally, he collaborates with Bank of America Private Bank and clients' legal and tax advisors to support legacy planning. David holds a Bachelor’s degree in Economics from the University of Chicago and an MBA from the Kellogg School of Management at Northwestern University. He maintains the Personal Investment Advisor (PIA) professional designation. Residing in Palatine, Illinois, David and his wife, Veronica, are actively involved in volunteering and fundraising efforts for autism organizations.

Robert Dion is a financial advisor with Morgan Stanley in Crystal Lake, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 analytics.

Brendan Haggard is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with corporate executives, business owners, and families to navigate complex financial decisions. He employs a defined process to create customized and disciplined financial strategies, aiming to build personalized roadmaps that align with each client's unique goals and circumstances. His expertise includes wealth planning, estate and income tax planning, asset allocation strategies, and portfolio management. Brendan regularly meets with clients to review their financial plans and ensure they remain consistent with their evolving personal situations. His client focus areas comprise corporate executive services, family wealth management, liquidity management, new wealth management, personal retirement planning, small business strategies, and retirement income. Brendan holds a Bachelor's Degree from Governors State University and holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys baseball, basketball, fishing, football, hunting, spending time with his family, and traveling.

Alex Rojas is a Financial Consultant at Fidelity Investments, bringing over 25 years of capital market experience to his current role. He assists clients in aligning their financial decisions with their individual goals and priorities through disciplined long-term strategies tailored to their needs. Alex focuses on retirement, education, and legacy planning, helping clients make informed and confident financial decisions. Prior to joining Fidelity Investments in 2026, Alex worked as a Financial Advisor at Merrill Lynch from 2019 to 2026. His background includes extensive experience in capital markets and financial advisory services, supporting clients across various financial planning needs. Outside of his professional work, Alex has interests in hiking, skiing, tennis, traveling, and exploring food.