Robert Johnson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC for 21 years. Outside of his advisory role, he volunteers with the Make-A-Wish Foundation, assisting in granting wishes to terminally ill children. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives using a range of advisory models and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Francis Guillen Diaz is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he worked at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Client Relationship Advocate from 2022 to 2024. His earlier experience includes roles as a Retirement Planning Associate at Zenith Retirement Planning and as a Retirement Planning Intern at Oxley Capital Management, both in 2021. Francis focuses on partnering with clients to understand their goals and develop financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, aiming to maintain a deep level of trust. Outside of his professional work, Francis has interests in gardening, reading, running, sailing, singing, and traveling.

Jonathan Licea is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Fifth Third Bank and several educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Jill Mc Cormick is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Prior to her current role, she worked in physical therapy-related positions and owns several businesses, including Excel Equipment Enterprised, LLC, which deals in personal protective equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 advisors and approximately $1.01 trillion in assets under management.

Andrew Perry is a Financial Consultant currently working with Fidelity Investments since 2024. He has a background in providing financial planning, coaching, and education to help clients achieve their financial goals. His experience includes roles at Fidelity Investments as a Planning Consultant from 2022 to 2024 and a Client Management Representative from 2021 to 2022. Prior to that, he worked at Bank of America Merrill as a Financial Solutions Advisor from 2019 to 2021 and as a Life Services Relationship Consultant from 2017 to 2019. Outside of his professional career, Andrew has interests in board games, comedy, cooking and baking, fitness, and hiking.

Joshua Powell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in technology and software roles at companies including InRule Technology, Inc. and Pegasystems Inc. Powell also owns a technology and software business, Solutions Connect Group LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Eric Mcdowell is a Series 66 licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies.

Thomas Rehagen is a financial advisor with Wells Fargo Clearing in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include working at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Sacco is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Hi-Five and Des Plaines Material and Supply, as well as time spent at North Central College. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services to qualified plans.

Linda Boland is a Series 66-credentialed financial advisor with Morgan Stanley in Orland Park, IL, where she has worked since 2014. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Glenn Israel is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022, following 13 years at Edward Jones. Outside of his advisory role, he is the CEO and branch owner of GFI Wealth Partners. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brady Wilkins is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Waddell & Reed, Cetera Investment Services, and Foresters Financial Services. Wilkins also has a background as a fixed insurance agent in addition to his advisory work. 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 services including financial planning, model portfolios, and institutional platforms, utilizing both proprietary research and third-party strategies.

Ryan Mcneely is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Michael Mccann is a financial advisor with Ameriprise in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he teaches investment courses at the University of St Francis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Keith Hearns is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2019, with earlier experience at Summit Financial Group and James Hearns And Associates, where he has been a partner since 1986. Outside of finance, Hearns is involved in accounting, bookkeeping, and tax services through his partnership in James E Hearns and Associates, LLC, and participates in cattle and grain farming through the Wilson Hearns Farm Partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning from automated allocations to custom strategies.

Stanley Komperda is a Financial Consultant at Fidelity Investments, where he applies his expertise to help clients develop personalized financial strategies. He prioritizes understanding each client's unique motivations, concerns, and milestones to create tailored approaches rather than one-size-fits-all solutions. His professional experience includes roles as a Private Client Advisor and Branch Manager at J.P. Morgan Chase & Co., spanning from 2014 to 2022. This background has equipped him with a broad perspective on managing client relationships and financial planning. Outside of his professional work, Stanley engages in family activities and enjoys motorcycles and outdoor adventures.

Bianca Espinosa is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at firms including Robinhood Financial, TD Ameritrade, and Thinkorswim. Outside of financial services, she is employed by Ulta Beauty and participates as a panel member for Nielsen Ratings, reporting television viewing habits. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Maribel Kerstein is a financial advisor at Fidelity with 19 years of industry experience. Her career includes roles at JPMorgan Securities LLC and Chase Investment Services Corp. She holds Series 63 and Series 65 credentials. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Holly Cotherman is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2010 and holds the Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sarah Udolph is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.