John Corey is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities. Outside of his advisory role, he serves on the board of the Jason George Memorial Foundation. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and emphasizes a range of affiliated brokerage and insurance solutions.

Kelly Lombardo is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors and affiliated firms since 2009. Outside of her advisory role, she serves as power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored financial planning across a broad range of areas using proprietary research and tools, delivering recommendations that clients may implement through various brokerage or advisory programs.

Joshua Cohen is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets LLC since 2013. Outside of his advisory role, he serves on the board of Maot Chitim, a charitable organization focused on church missions and fundraising in the Chicago area. 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 and tailors investment strategies through a combination of in-house and third-party managers, with options for portfolio customization, tax management, and responsible investing.

Thomas Garvey is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2010. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Mappa is a CFP® professional with 36 years of industry experience, currently serving at Cetera. He has worked at Woodbury Financial Services and OSAIC, and he has operated Mappa Wealth Management since 1989. Mappa is the author of the book *Cash Flow is King* and is involved in comprehensive financial planning and fixed insurance sales through his own business. Cetera is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Ramon Lopez Jr. is a financial advisor with Edward Jones in Park Ridge, IL, holding the CFP® and ChFC® designations along with Series 65 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Jerome Papiernik is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 operates under a fiduciary standard and maintains a large retail advisor and branch network, along with affiliated capabilities such as a trust company and securities-based lending.

Adam O Hare is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously was with Voya Financial Advisors and AGO Financial Consulting LLC. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers various portfolio management options including proprietary and third-party model strategies, with both discretionary and non-discretionary investment implementations.

Abdelkader El Metennani is a financial advisor with Edward Jones in Park Ridge, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Aniba Restaurants Inc for 18 years. He is also an owner and bookkeeping member of Aniba Properties 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 nationwide network of more than 23,700 financial advisors.

Zachary Baj is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and The Orvis Company, along with time spent as a student and a period of extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Yulia Pavelko is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2008. 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 including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop client plans.

Amy Kalas is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ryan May is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He serves on the boards of The Super Jake Foundation and a local organization in Chicago. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Connor Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide annual, non-discretionary recommendations delivered in partnership with client advisors.

Joann Ziegler is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities while providing a broad range of capital markets services.

Brendan Byrne is a financial advisor with LPL Financial based in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bankers Bank, Cetera Advisors, Citigroup Global Markets, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and proprietary research to support discretionary and non-discretionary management.

Brandon Yates is a financial advisor with LPL Enterprise in Rosemont, IL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he has been involved with Chicago Athletic Clubs for over 20 years, working on departmental restructuring and business process implementation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm’s integrated platform combines adviser programs with active sales of financial products and leverages third-party portfolio managers and LPL’s model portfolios for investment implementation.

Matthew Marino is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently associated with Jpmorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gerald Mccabe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory role, he is the sole proprietor of a privately owned investment property. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analyses.

Jennifer Stapleton is a Series 66-licensed financial advisor with Cetera, where she has worked since 2008. She has 18 years of industry experience and also provides client services at Siegel Accounting & Financial Services and Marvin M. Siegel CPA, PC, both of which are firms focused on financial and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.