Kelly Switt is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. Prior to joining Cetera in 2025, Switt worked at Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as treasurer for parent associations at his sons’ middle and high schools in Illinois. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Jason Jones is a financial advisor at Edward Jones in Chicago, IL, with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial, BMO Harris Bank, American United Life, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Derose is a financial advisor with OSAIC in Chicago, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Outside of her advisory role, she owns Fab5 Consulting, providing consulting services on building and maintaining fee-based financial planning practices. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Edward Vrablik is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, LPL Financial, and New York Life Insurance Company. Outside of his advisory role, he serves as president of a condo association in Wisconsin and participates in the NAIFA LUTCF Test Writing Committee. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party platforms.

Zachary Krantz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Glen Hillger is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Derick Enos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent nearly two decades at Scottrade and TD Ameritrade. 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 broker-dealer and investment adviser registrations, delivering its services through Wealth Advisors while clients retain final decision authority.

Ross Miller is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2011 and 2015, respectively, and holds the Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and a proprietary investment outlook while offering both direct and employer-sponsored financial plans.

Richard Stejskal is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Ella Kertz is a Series 66 credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at Nisa Investment Advisors, Audiconsultores Etl Global, and Moneta Group. She has also been involved with Cutters Soccer Club and St. Louis Scott Gallagher. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathleen De Pasion is a financial advisor with LPL Financial in Arlington Heights, IL, holding a Series 66 credential and 15 years of industry experience. She previously worked at Wayne Hummer Investments for eight years and J.P. Morgan Securities for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting with access to model portfolios, third-party research, and technology-driven solutions.

Joel Rubin is a financial advisor at OSAIC with 38 years of industry experience. His prior roles include positions at Securities America, Inc., Securities Service Network, Inc., and Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 designations. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and investment strategies to construct portfolios that can be managed on discretionary or non-discretionary bases.

James Talbot is a financial advisor with UBS Financial Services in Northbrook, IL, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor investment strategies.

Roy Mason is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Mason has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Philip Cantore is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Edward Jones and previously worked at Healthpro Heritage, Select Rehabilitation, and Therapy Masters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kevin Osborn is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at tastytrade, Inc., Brookstone Capital Management, Fifth Third Bank, Cetera, and MB Financial Bank. Outside of finance, he is involved in the music business as the sole proprietor of Kevin R. Osborn Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools for its structured financial planning process.

Craig Christell is a financial advisor with Edward Jones in Arlington Heights, Illinois, holding Series 63 and Series 66 registrations and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is involved in real estate partnerships including hotel room rentals and other rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services and operates under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Stephen Mc Lean is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Philip Berkley is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. He previously worked at MassMutual Life Insurance Company and Monroe Securities before joining Charles Schwab. 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing arrangements.