Thomas Palumbo is a Series 66-licensed financial advisor at Ameriprise with two years of industry experience. His prior work includes roles at Wintrust Financial Corporation, Glen Ellyn Bank & Trust, and Elmhurst University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Julie Henry is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc. since 2003, BYFNLO Financial, and Apex3. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized municipal and public finance advisory capabilities.

Christopher Gonzales is a financial advisor at OSAIC Wealth, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Brickwork Financial Planning, Ltd. and 4 Wealth Advisors, Inc., among other firms. Outside of his advisory role, Gonzales is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account options and access to alternative investments through third-party platforms.

Gordon Mark is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in a parking and storage rental business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations in standalone plans.

Anthony Lallo is a financial advisor at Morgan Stanley based in Chicago, IL, holding a Series 66 designation with 2 years of industry experience. His prior roles include positions at The Omerta Group, The Greater Cincinnati Foundation, and the University of Cincinnati. He is also the sole proprietor of Peep Nation Capital LLC, an investment-related business based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Violette Hawkins is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2007 with 19 years of industry experience. She is based in Lombard, IL. Outside of her advisory role, she owns a real estate partnership that holds her Edward Jones office. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

William Del Cotto is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2017, as well as Edward Jones and First Trust Portfolios earlier in his career. Del Cotto is co-owner of Absolute Group LLC, a business unrelated to investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

James Smith is a financial advisor at Merrill with 31 years of industry experience, including 29 years at Merrill. He holds the Series 63 and Series 65 designations and is based in Hinsdale, Illinois. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Ryan Brendel is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Brian Page is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and LPL Financial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization tools and supports a range of strategies including discretionary unified managed accounts and third-party manager programs.

Joseph Sutton is a financial advisor at Wells Fargo Advisors in Oakbrook, IL, with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a range of specialized planning options. The firm’s approach combines proprietary research and planning tools with flexible implementation choices through brokerage or advisory programs.

Zachary Smith is a Series 66-licensed advisor at Equitable Advisors with one year of industry experience. His background includes roles at various organizations, including Colorado State University Recreation and John B. Sanfilippo & Son, Inc. He has also worked in educational settings such as Glenbard West High School and Hadley Junior High School. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party programs to tailor investment solutions based on client information and risk tolerance.

Adam Szubert is a financial advisor at Ameriprise with Series 63 and 66 credentials and one year of industry experience. Prior to joining Ameriprise, he held roles at Morgan Stanley and worked in various positions including youth hockey coaching. He serves as a skills coach for youth hockey teams in Orland Park, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Chad Essington is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved as a member of Idiot Wind LLC, which pools funds to invest in Heaven's Door Spirits, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services incorporating firm-approved planning tools and outcomes modeling.

Mark Psaltis is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Goldman Sachs, Merrill, Bank of America, and currently Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as a trustee for a trust in Burr Ridge, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Richard Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, incorporating market simulations to model outcomes, while clients are responsible for plan implementation and updates.

Carson Hassler is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Andrew Leoni is a financial advisor with Morgan Stanley in Orland Park, Illinois, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee or co-trustee in a trust based in Frankfort, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both retail and institutional investment offerings.

Stephanie Thompson is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Outside of her advisory role, she owns Special Needs Mom Squad, a consultancy providing special needs planning and resources for families and professionals, and she serves as the current president of its associated nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and a range of managed portfolio programs. The firm employs a model-based investment process with support for discretionary strategies, third-party managers, and alternative investments across a multi-advisor platform.

Jared Brooks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent since 2020. Prior to his financial career, he spent over a decade at Planes Moving and Storage of Chicago. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.