Anthony Reyes is a financial advisor with J.P. Morgan Securities holding a Series 66 designation. He has one year of industry experience and has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Equitable Financial Life Insurance, and several other companies. Outside of finance, Reyes was involved with Timely Task LLC for four years. 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 an ESG eligibility framework in its recommendations.

Richard Miller III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he serves as a board member for the PAC Lofts Homeowners Association in Chicago, participating in discussions on building operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 analysis.

Dana Irvin is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension 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.

Shaun Floresca is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Alliant Credit Union, CUNA Brokerage Services, Chase Investment Services Corp., and Merrill. Floresca is also involved in non-variable insurance activities related to fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with research and operational tools, while overseeing a large network of advisors and significant discretionary assets under management.

Ryan Birkhauser is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and external managers.

Joseph Joyce is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Work Market, PFS Investments Inc., Field Solutions, and Field Nation, all ongoing since 2010 or earlier. Outside of advisory work, he receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a model-based approach rather than institutional plan management.

Jennifer Shifrin is a Series 66 licensed financial advisor with Morgan Stanley in Deerfield, IL, bringing 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of advising, she serves in fiduciary roles such as executor and trustee for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers advisory programs to individuals and institutions with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Camden Krautsack is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Northwestern Mutual and EMC Capital Advisors LLC. Outside of finance, he was involved with Little Joey's Pizza & Pasta for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' individual risk profiles.

Jennifer Neighbors is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and was previously with JPMorgan Chase Bank, N.A. from 2010 to 2018. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Arthur Siegel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2011 and has operated Arthur E. Siegel Financial Services Ltd since 2000, focusing on health insurance and annuity products alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with varied portfolio management services, offering both discretionary and non-discretionary strategies supported by a large network of advisors.

Audrey Pickering is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Stephen Mactavish is a financial advisor at LPL Financial with 27 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and CAFG Wealth Management. He is involved with Mactavish Financial, an entity supporting his LPL business, and engages in non-variable insurance activities. 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 provides financial planning and advisory services through a large network of representatives using various investment strategies and technology tools.

Luis Teran Rivero is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Calamos Wealth Management LLC, Mainstreet Investment Advisors, BMO Direct Invest, and Morgan Stanley. He is also involved as an employee with WealthPlanners, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and maintains proprietary and third-party model strategies.

Kelly Mc Kay is a financial advisor with Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm and no prior industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Keller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in September 2014, he has focused on assisting business owners, individuals, and their families in managing and preserving wealth through personalized attention and customized, disciplined financial strategies. He works closely with clients to develop tailored plans that align with their long-term goals. His areas of expertise include legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Joseph holds a Bachelor's Degree from Northern Illinois University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph and his family reside in West Chicago, Illinois. Outside of his professional role, he is involved in community organizations such as the Fox Valley Beekeepers Association, Fox Valley Food For Health, and St. Peter Catholic Church in Geneva, Illinois. His personal interests include football, gardening, golfing, pottery, spending time with his family, and traveling.

Jared Pincoski is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2013. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Bryant Taylor is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Private Advisor Group, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metife Securities Inc. 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, third-party asset management, and institutional platforms.

Eric Renouf is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. He previously worked at Wells Fargo NA from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Zachary Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Fidelity prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory roles, he is involved with XGG Collectibles, an interest separate from finance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.