Justin Davis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Ascot Group, Newstead Credit and Political Risk, and Wallin-Gomez Architects. Outside of finance, he has worked with community organizations such as the North Suburban YMCA and JCC Chicago. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory platforms.

Geralynn Larsen is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Morgan Stanley since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Larsen holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Sree Raman is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Sharon Edgerton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2013. 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 on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bianca Bowman is a financial advisor at LPL Enterprise with a Series 66 license and no prior industry experience. Her work history includes positions at Heartland Bank & Trust and Bankers Life. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

James Seagraves is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions with Waddell & Reed Inc and operating his own firm, Seagraves Financial Group, LLC. He serves as a board member for the nonprofit One For the Kids. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Edward Scheer is a financial advisor at LPL Financial with 13 years of industry experience. He holds CFP® and Series 66 credentials. Prior to joining LPL Financial in 2021, Scheer was associated with Waddell & Reed and operates Scheer and Clancy, a business active since 2013. He has served in roles with the Glen Ellyn Rotary Club and College of DuPage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.

Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Lukasz Maciorowski is a Series 66 licensed advisor with Equitable Advisors in Oak Brook, IL, where he has worked since 2006, accumulating 19 years of industry experience. Prior to and during his time at Equitable, he was associated with Axa Advisors, LLC. He is a member of the Chicago Business Club networking group and serves on the board of the General Sikorski Polish School, a nonprofit educational organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, offering both firm-sponsored and third-party asset management programs.

Todd Youngberg is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at BMO Harris Financial Advisors since 2006 before joining LPL Financial in 2021. He serves in a fiduciary capacity for the Children's Single Fund Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Patrick Curtin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, combining tailored financial planning with diverse investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Mark Pomeroy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, JPMorgan Chase, and other financial firms. Outside of advising, he owns a collectible trading card and hobby merchandise resale business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm employs a non-discretionary advisory approach tailored to client goals, supported by comprehensive analytical tools and specialized programs for municipal and employer retirement plans.

James Buiter is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 29 years of industry experience. His prior roles include positions at Avantax Investment Services, American Trust Investment Services, and Chicago Capital Management Advisors. Buiter is also the owner and CEO of Global Communications and Associates, Inc., and serves as the Clerk of Crete Township, Illinois, where he manages board meeting minutes and local government contracts. 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, financial planning, and consulting services, providing access to affiliated and third-party managers via multiple program structures and custodial relationships.

Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kevin Sullivan is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities. Sullivan is also the owner of Maplewood Wealth Management, LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

John Daly Jr. is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 17 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years and City National Bank for one year before joining RBC Capital Markets where he has been since 2019. Outside of his advisory role, Daly assists with his grandfather’s publishing business, Premiere Publishing Corp, providing consulting on distribution channels and marketing partnerships. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, leveraging both in-house resources and third-party managers.

Daniel Behr Jr. is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Crystal Tree Golf & Country Club and Ravinia Green Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with integrated lending and cash-sweep services.

Steven Harrison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Fifth Third Securities, BMO Harris Financial Advisors, and Fidelity Brokerage Services. 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 uses research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.