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 with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at a range of firms including LPL Financial, BMO Harris Bank, and Northwestern Mutual. Jones is based in Chicago, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Karen Derose is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation for 29 years. In addition to her advisory role, she owns Fab5 Consulting, where she provides consulting services to the financial services industry on fee-based financial planning practices. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Edward Vrablik is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, and LPL Financial, among others. He serves as president of his condominium association in Kohler, Wisconsin, and participates on the NAIFA LUTCF test writing committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions while offering ERISA fiduciary services to qualified plans.

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 W. Baird & Co. Incorporated in Winnetka, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Robert W. Baird & Co. since 2016. He works within The DDK Group, a team in Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, technology tools, and ongoing manager monitoring.

Glen Hillger is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Quick & Reilly, Inc. He is based in Deerfield, IL. Ameriprise Financial Services is a large, diversified advisory firm serving 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 dependable income sources and tax-aware withdrawal strategies.

Derick Enos is a financial advisor with J.P. Morgan Securities in Mount Prospect, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes long-term roles at Scottrade and TD Ameritrade before joining J.P. Morgan in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, and the program includes broader derivatives and commodities capabilities.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Nisa Investment Advisors, LLC, Audiconsultores Etl Global, and Moneta Group. She has also been involved with St. Louis Scott Gallagher and Cutters Soccer Club outside of the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Kathleen De Pasion is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Wayne Hummer Investments, J.P. Morgan Securities, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, leveraging various platforms and tools to support advisors.

Joel Rubin is a financial advisor with Osaic Wealth and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, previously working at firms including Securities America, Cambridge Investment Research Advisors, and Commonwealth Financial Network. Rubin is also involved as an insurance producer, selling and servicing life insurance and annuities. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization using risk-tolerance questionnaires and efficient frontier analysis.

Robert Bertog Jr. is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016, following a brief tenure at Equitable Advisors. He holds the Series 66 designation and is based in Glenview, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with financial advisors delivering tailored recommendations supported by proprietary research and planning tools.

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 CFP®-credentialed financial advisor with 13 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.