Kathryn Thompson is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she has participated as a background actor in television productions at Cinespace Studios in Chicago. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Evienna Escanilla is a Financial Advisor at Merrill Lynch Wealth Management based in Oak Brook, IL. She works with individuals, families, high-net-worth clients, and small business owners to develop personalized financial planning and wealth management strategies. Her focus areas include retirement planning, investment management, risk management, credit optimization, generational wealth strategies, business succession planning, and education planning. Before joining Merrill, Evienna developed experience in banking, credit, and accounting, which informs her practical approach to financial guidance. She partners with Merrill and Bank of America specialists to deliver disciplined, data-driven strategies tailored to clients' life stages and financial complexities. Her work aims to align financial strategies with clients' life goals, providing clarity and confidence in financial decisions. Evienna holds a Bachelor's Degree from Far Eastern University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Tagalog (Filipino). Outside of work, she participates in community activities such as Feed My Starving Children and Junior Achievement and enjoys cooking, drawing, music, painting, spending time with family, table tennis, traveling, and volleyball.

Kevin Finlon is a financial advisor with OSAIC Wealth Inc. He holds Series 65 and Series 63 credentials and has 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Pruco Securities LLC and The Prudential Insurance Company of America for ten years. He is also involved in insurance sales through his single-member LLC, Finlon Insurance. OSAIC Wealth serves a diverse range of retail and institutional clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple platforms.

Melissa Colby is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Stefanie Walthier is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies that align with each client’s financial goals, particularly in areas such as liquidity management, personal retirement planning, and retirement income. Stefanie leverages the investment insights of Merrill and the banking and lending solutions offered by Bank of America to help clients navigate changing market conditions. Stefanie holds a Bachelor's degree in Finance from Butler University, earned in 1992. She obtained the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2000 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her early career included roles as a financial advisor with Edward Jones from 1992 to 1995 and BMO Harris Bank from 1996 to 2004, where she worked with individuals and families on retirement planning. Since joining Merrill in 2004, Stefanie has been focused on a planning-oriented service model and was a founding member of the JLW Group advisory team in 2014, which provides planning, portfolio management, and client service. In addition to her professional work, Stefanie values community involvement and volunteers with local organizations. Her personal interests include cooking, gardening, and reading. Her professional philosophy emphasizes working collaboratively with clients to develop financial strategies that support their long-term goals.

Hasen Shaner is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles in various fields such as fitness, education, and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients with appropriate investment models and managers.

Matthew Baker is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Inc. and Next Financial Group, Inc. He also leads Baker Consulting, a firm providing financial planning focused on annuities, life insurance, and related products, and has over 20 years of tax preparation experience as a degreed accountant. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, model-based asset allocation, and portfolio optimization strategies. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Deborah Chinnapillai is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously worked with D.D.E. Partners, LLC and operated her own advisory practice before joining LPL in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining technology tools with a large network of advisors managing over $819 billion in discretionary assets.

Thomas Waldron is a financial advisor with LPL Financial in Clarendon Hills, IL, holding Series 63 and Series 66 designations and having 27 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2010 to 2022. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies and utilizing operational tools to assist advisors.

Susan Wu is a financial advisor with J.P. Morgan Securities in Lansing, Illinois, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities since 2014 and also worked at JPMorgan Chase Bank, N.A. 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 advisory process uses centralized due diligence combining quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Carolyn Hartnett is a Series 66-licensed financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Wild is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with LPL Financial since 2010, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, and institutional platforms, supporting advisors with research and operational tools while overseeing a large-scale advisory network.

Matthew Arhontas is a CFP® certificant with 10 years of experience in the financial industry. He has worked at LPL Financial since 2012, including a six-year tenure at Horizon Wealth Management, LLC. He is based in Oak Brook, IL. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Carole Liang is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 17 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with services tailored to clients who meet certain net-worth thresholds.

Kevin Kamholz is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held positions at Merrill and Bank of America prior to joining UBS in 2017. Kamholz holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals and risk tolerances.

Aimee Morrin is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2022. Prior to joining Baird, she spent 19 years at Wayne Hummer Investments. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The team offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Steven Samson is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 1993. Between 2014 and 2017, he was involved with the Steven Samson Living Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a range of investment strategies, including ESG criteria.

Justin Fredian is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, Fredian is involved with St. John of the Cross in Western Springs in an educational capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 the Global Investment Committee’s investment outlooks.

Adam Skotnicki is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors using a range of investment strategies.