Nathan Kraus is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2014 and previously spent time at Axa Advisors and Edward Jones. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program referrals.

Rachel Stauffer is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she is the sole proprietor of Stauffer Mineral Interests LLC, an investment-related business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Doyle is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior firms include Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, he operates a life, major medical, and disability insurance sales business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and various portfolio management strategies.

Lawrence Menconi is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley and other firms including GoHealth and Paylocity. His current tenure at Morgan Stanley Smith Barney LLC began in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients in plan implementation while generally acting in an advisory capacity.

Tara Moore is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2014. The firm, Morgan Stanley Wealth Management, provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Morgan Stanley manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and modeling techniques to support outcome projections.

Daniel Coil is a CFP® professional with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Dtc Group, Inc., Mark Karambelas, Chamber630, Flexible Benefit Service Corporation, various insurance carriers, and Waddell & Reed, Inc. Daniel is also involved with DTC Group in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Susan Pedersen is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. She has been with Merrill Lynch since 1991 and focuses on helping clients develop potential solutions and provide investment guidance for individuals, families, and businesses by understanding their short- and long-term financial objectives. Susan holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a graduate of DePaul University. Susan specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. She follows a disciplined process that begins with getting to know her clients and their financial situations to craft customized financial strategies aimed at helping them pursue their goals. Susan lives in DuPage County with her husband and two sons. She and her family are active in the community, supporting Christ Church and participating in local missions. She has committed to giving 10% of her time to help others with their financial goals without obligation or cost.

Idris Herring is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase, J.P. Morgan Securities, Bank of America, and Merrill. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in regulatory assets and offers a mix of manager-traded and model-traded strategies, with capabilities including tax management and municipal advisory services.

William Easom is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Easom serves as a board member of the Elkhart Lake Improvement Association, a nonprofit focused on recreation. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individuals and institutional clients, offering tailored financial planning that incorporates firm-approved tools and models to assist in outcome simulations.

Michelle Jennings is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, and has 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC 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 broad range of advisory programs, including personalized financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Kyle Bonfield is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Comcast. Bonfield is also the owner and president of Bonfield Capital LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations and specialized advisory programs.

Kristin McCracken is a Planning Consultant at Fidelity Investments, a role she began in 2024. Prior to this, she worked as a Financial Services Advisor at Merrill Lynch from 2019 to 2024. Kristin collaborates with clients to develop personalized financial plans that align with their individual priorities and needs. Her professional experience spans several years in the financial services industry, where she has focused on crafting comprehensive financial strategies with her clients. Kristin emphasizes understanding what matters most to each client to co-create tailored financial plans. Outside of her professional work, Kristin enjoys family activities, gardening, and traveling.

Maryan Khalil is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Money Concepts Capital Corp. and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Douglas Hunnicutt is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Koehler is a financial advisor at Wells Fargo Advisors in Hinsdale, IL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Growth Beverage Group, LP and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning across various areas, including retirement and business-owner transition planning, using proprietary research and tools.

Sherrill Kullander is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services with a primarily non-discretionary approach tailored through risk profiling and analytic tools.

Jeffrey Becker is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a successor trustee for a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Haya Deis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the JPMorgan Chase organization as well as Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broad range of derivatives and commodities capabilities.

Justin Ferdula is a CFP® professional with 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and was previously with Morgan Stanley Smith Barney from 2009 to 2017. He serves on the board of directors for the Ravinia Festival Association, a music festival organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Jonathan Blaisdell is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including its predecessor Axa Advisors, and spent a year at Ameriprise. Outside of his advisory role, he serves as Director of Travel Baseball for Lockport Boys Baseball, overseeing scheduling, recruiting, and planning on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of investment adviser representatives, utilizing both proprietary programs and third-party asset managers.