Hayden Carbine 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 roles at Synergy Flavors and Buddyz Pizzeria and attended the University of Illinois at Urbana Champaign. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 licenses and 31 years of experience. She has been with LPL Financial and its predecessor firm since 2003 and worked previously at LaSalle Financial Services, Inc. from 2001 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Allaway is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience navigating both bull and bear markets. He specializes in customized investment management strategies designed to meet clients’ income and return expectations throughout various stages of wealth accumulation and distribution. His expertise includes LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management services. Michael holds a Bachelor's Degree from Northwestern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community and professional organizations, serving as a board member of the Chicago Jazz Philharmonic and the Glen Ellyn Golden Eagles Youth Football, as well as participating with the Glenbard West Boosters. Outside of his professional commitments, Michael enjoys basketball, football, running, and skiing.

Aaron Cates is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2019, following prior roles at Wells Fargo Clearing, Manning & Napier Advisors, Calamos Advisors, and several other firms. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with optional implementation through its brokerage or advisory programs.

Aseen Amin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Amin Sons Inc for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Ivan Palomares is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at Fay Servicing LLC for 11 years. Outside of advising, he owns rental property in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services.

John Lyons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fidelity Investments and has held various roles including positions at the University of Kentucky and several cemeteries. Morgan Stanley Wealth Management serves both 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.

Pamela Bettenhausen is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She is involved in several business ventures, including ownership of Strategize Home Solutions LLC, which focuses on referral marketing for mortgages, and she serves as a partner at Strategize Wealth Management Group Inc., where she trains and mentors independent professionals. Additionally, she holds administrative responsibilities at Strategize Tax Service LLC, which prepares tax returns for the public. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm provides various portfolio management options, financial planning, and access to third-party managers, operating as a multi-manager platform that supports discretionary and non-discretionary strategies.

Jim Gee is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at various Morgan Stanley entities since 1998. Outside of his advisory role, he co-owns professionally managed residential apartment buildings in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Sergio Guzman 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 in hospitality and construction, as well as academic appointments at the University of Illinois at Urbana-Champaign and College of Dupage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs using a network of Investment Adviser Representatives and third-party asset managers.

Richard Casolari is a financial advisor at Cetera with over 50 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Voya Financial Advisors and ownership of Advanced Financial Concepts, LLC. He is also a vice president and owner of Executive Motivation, Inc. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Anthony Santucci is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients and their families to guide them through comprehensive financial planning processes aimed at achieving their unique life goals and investment objectives. He emphasizes a proactive and disciplined approach, providing clients with support, education, tools, and resources to protect, preserve, and grow their wealth. Prior to joining Fidelity, Anthony worked as a Wealth Management Advisor at LPL Financial from 2014 to 2018. Before that, he served as a Financial Advisor at Edward Jones from 2010 to 2014. This experience has contributed to his expertise in financial consulting and wealth management.

Taylor Depenaloza is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2025, Taylor spent 11 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Matthew Coffman is a financial advisor with LPL Financial, holding a Series 65 designation. He has professional experience beginning in 2026, with prior roles at Corsalus Financial, Zacks Investment Management, and Gresham Partners. Coffman also has experience in education and community settings, including positions at Loyola University Chicago and local schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and platforms, supported by extensive resources and technology.

Wayne Johnson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations and joined Edward Jones in 2024. Prior to his current role, he worked at firms including Scent Air Corporation and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers a variety of advisory strategies and investment options, supported by a large national network of financial advisors and branch offices.

Marta Begley is a financial advisor at Merrill with 38 years of industry experience. She holds the Series 66 designation and has been with Merrill and its predecessor firms since 1983. Begley has spent 17 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Davis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial situations and to develop strategies tailored to their short-, mid-, and long-term goals. He offers a comprehensive approach that includes investing, retirement planning, and saving for unexpected events, and he provides access to specialists from Bank of America for additional banking, credit, home financing, and small business solutions. Aaron holds a Bachelor's Degree from the University of Wisconsin System and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His affiliations include involvement with professional organizations such as the Friends Forever Humane Society and the Lions Club. He actively participates in the Lions Club as part of his community involvement. Outside of his professional responsibilities, Aaron enjoys baseball, cooking, football, golfing, woodworking, and spending time with his family.

Jessica Macasu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her career background includes roles at Northwestern Medicine and Chamberlain University, alongside longstanding involvement with Primerica Financial Services. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kristin Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career as an Economic Reporter at WIFR-TV in Rockford, Illinois, where she worked for four years before transitioning to financial advising. Kristin has now been a Financial Advisor for over ten years, utilizing her communication and educational skills developed during her reporting career. Kristin's approach to financial advising centers on gaining a deep understanding of her clients' personal goals before making any investment decisions. She incorporates a disciplined process that accounts for client objectives, risk tolerance, and investment time frames to enhance the likelihood of meeting their financial goals. Kristin emphasizes ongoing communication, education, and transparency to help clients remain informed and avoid emotional decision-making. She holds a Bachelor of Arts degree from Loyola University Chicago and has earned the Personal Investment Advisor (PIA) designation. Outside of work, Kristin enjoys exercise, sports, and spending time with family and friends. She has served as a mentor with the Boys and Girls Clubs of America and supports Easter Seals. Kristin resides in the western suburbs of Chicago.

Jeffrey Oprondek is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2026, he worked for Stifel Independent Advisors, LLC for 21 years and STIFEL for 2 years. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party manager selection.