Michael Malicay is a CFP® and holds a Series 66 license, with 23 years of industry experience. He has been with Equitable Advisors since 2003, following prior work at Axa Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes matching clients to program models or discretionary managers through both in-house and third-party solutions.

Sydney Reyes is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, Reyes held roles at the University of Illinois Chicago and Wahl Clipper Corporation. Outside of advisory work, Reyes serves as a regional chapter lead for CHAARG LLC, overseeing multiple chapters and leadership consultants across the U.S. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

Hogan Marshall is a CFP®-designated financial advisor with Charles Schwab, based in Oak Brook, IL, and has four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2021, as well as prior positions at Brooksource, Kingland Systems, Young Henrys, Health Partners, and Iowa State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to discretionary separately managed accounts and a broad range of integrated brokerage, custody, and advisory services.

Tyler Van Lul is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, following prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his financial advisory work, he is involved in the hospitality industry as an employee in restaurant and nightclub ventures in Chicago. Morgan Stanley Wealth Management provides comprehensive advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and market-based modeling techniques to support its financial planning process.

Ekta Patel is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of her advisory work, she has been involved with The Shaadi House since 2022. 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’s planning process uses structured discovery and modeling tools but does not include individual security recommendations within standalone plans.

Delaney Latarewicz is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, Delaney worked in various roles in the hospitality sector, including positions at Maize Mexican Grill and Guido's Bar & Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. 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 various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Shriyal Patel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Hightower Advisors and Emerson Automation Solutions. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Zachary Melone is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including its predecessor Axa Advisors. Melone is the owner and sole member of DBA LIFE LOYAL ADVISORS, an outside business activity. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models and third-party managers, providing a broad range of investment products without sponsoring its own wrap fee program.

Michael McNally is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and is also affiliated with Triwealth Partners, LLC. His background includes 24 years at Waddell & Reed, Inc., and prior experience with various insurance carriers. 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 advisory and brokerage services with investment solutions that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Justin Chibucos is a CFP® professional with 25 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, Chibucos is a managing partner of LIFE LOYAL ADVISORS and serves on the finance committee and board of TRAIN GE, a semi-private fitness gym. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Peter Mortimer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory work, he is an owner and advisor for the investment account of Wade Fetzer Company, a holding company for vacation property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on client risk profiles, utilizing a combination of in-house and third-party investment managers and a broad range of portfolio management and financial planning services.

James Cotter is a financial professional with 26 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2023, with prior roles at Woodbury Financial Services and Farmers Financial Solutions. In addition to his financial advisory work, Cotter serves as a fire engineer and emergency medical technician with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services.

Brett Spears is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include work with the Heels4Life NIL Collective and various athletic and academic programs at UNC Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jack Whitley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work history includes roles at William V. Macgill & Co. and Chipotle Mexican Grill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Magnesen is a financial advisor at Morgan Stanley with 4 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2021. Prior to this, he worked at Points of Light Solutions from 2015 to 2021. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of services including corporate financial planning agreements.

Mason Moreno is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at the University of Illinois Urbana-Champaign, Next Level Tempering, More Flicks Media, and Metropolis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, offering investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Wyllie is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.