Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Steven Terradista is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors, Inc. He operates a DBA related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of advisors, offering a range of advisory programs, financial planning, and retirement consulting services.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sprenger is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. His practice is based in St Charles, IL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on income sources and tax-aware withdrawal strategies.

Linda Moore is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Moore established Moore & Reid Financial Services, LLC, a registered investment advisor DBA, though she did not open the outside private office. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management, combining adviser programs with the sale of financial products and insurance.

Amerigo Romano is a financial advisor with Morgan Stanley in Geneva, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2010 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, Romano has ownership roles in various real estate and construction-related businesses, as well as a partnership in a restaurant/bar in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Vicky Homatas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as SLM Investments LLC since 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Cheryl Sanchez is a financial advisor with Raymond James & Associates in Roselle, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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 financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Rick Reiser is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Volt Information Systems and United Postal Service. He also has a background that includes eight years at the University of Iowa. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jay Kowalski is a financial advisor with Cambridge Investment Research Advisors in Des Plaines, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2010 and has operated his own CPA and tax preparation practice since 1982. Outside of advising, he works as an independent insurance agent and provides accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a range of proprietary and third-party model strategies.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Andrew Vokt is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2008. Vokt serves as a non-profit board member for NAIFA Chicagoland, assisting with educational initiatives for financial advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and access to a variety of brokerage and insurance products via its integrated platform.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kevin Hannon is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. He is based in Saint Charles, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various technology-driven strategies.

Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. Wang holds the Series 66 designation and previously worked at LPL Financial and Express Line Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Price Kong & Company CPAs. He serves on the Arizona State Board of Accountancy's Law Review committee and is a trustee for Price Kong Pension Plans. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a multi-manager platform.

Brent Oram is a Series 66–licensed financial advisor at Charles Schwab with three years of industry experience. Prior to his current role at Charles Schwab, he held positions at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Scott Seifert is a CFP®-credentialed financial advisor with Edward Jones in Des Plaines, IL, bringing 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns a rental property in Tampa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.