Jillian Galfi is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary planning tools.

Rebecca Kwong is a financial advisor with Edward Jones in Hoffman Estates, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Anthony Sabatini is a Series 66 credentialed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019. Prior to joining UBS, he was involved with DesignPac Gifts LLC from 2015 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Richard Kaczor is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked with multiple firms including Avantax and Cambridge Investment Research. In addition to his advisory roles, he is the owner of Clearview Wealth & Tax Advisors LLC and president of Kaczor and Associates Ltd, which provides tax preparation, payroll services, and business consulting. He also oversees JC Family Construction Corp, a residential home rehab and remodel business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of management and advisory services through a multi-manager platform that includes both affiliated and third-party providers.

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles at Alterra Mountain Company, Gerry's Cafe, and Mount Prospect Golf Course. Lies is involved in a family-owned dental practice, Five Six Family Dental, where he provides occasional business support. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines proprietary and third-party advisory solutions without sponsoring its own wrap fee program.

Douglas Winzelberg is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Kevin Kruse is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Citizens Securities, Inc. from 2006 to 2012 before joining LPL Financial in 2012. Kruse serves on the board of the Saint Charles Sportsmans Club, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies through its network of advisors and provides various financial planning and asset management solutions.

Charles Black III is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he has experience as a print model for an outdoor apparel company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic analyses covering a broad range of planning topics, with the option to integrate planning and managed-account services under a consolidated billing arrangement.

Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Northwestern Mutual and various divisions within J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative manager due diligence and may incorporate an ESG eligibility framework.

Lawrence Schmitt is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and six years of industry experience. His prior work includes positions at B. Riley Wealth Advisors, Inc., B.Riley Wealth Management, Inc., and Wipfli, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Roberts is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research since 2018 and has held roles at Alchemy Advisors, LLC and LPL Financial. Roberts is also involved as an independent insurance agent with various companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Matt Cole is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Green State Credit Union for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory programs supported by a large nationwide network of financial advisors and branch offices.

Nancy Szymula is a financial advisor with UBS Financial Services in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Aaditya Patel is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Bankers Life and held various other roles outside the financial sector, including a position with Bradley University’s Intramural Sports Department. 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 through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party managers.

Robert Churchill is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to individual client needs. He works closely with clients and their families to develop customized financial plans that adapt to changing circumstances and market conditions. Robert leverages the investment insights of Merrill along with the banking services of Bank of America to address various aspects of his clients’ financial lives, focusing on areas such as retirement planning, portfolio management, tax minimization, and socially responsible investing. With professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), Robert brings extensive expertise to his role. He holds a Bachelor's Degree from Syracuse University. His approach emphasizes simplicity, transparency, and a disciplined process to help clients pursue their financial goals. Outside of his professional work, Robert participates in his local community through involvement with the First Presbyterian Church of Arlington Heights and the Arlington Heights Youth Basketball Association. He enjoys spending time outdoors playing golf and racket sports, and values time at his summer cottage in Pentwater, Michigan.

Matthew Gruszkowski is a financial advisor with Thrivent Investment Management in St Charles, IL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cottingham and Butler and McCoy Group, along with work at Great River Learning and TruSort. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping them separate.

Michael Phillips is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as employer-based corporate financial planning agreements.

Scott Wertz is a financial advisor with Ameriprise in Winfield, IL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Citigroup Global Markets, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The service uses a centralized team and combines internal research with third-party data and algorithmic tools to support asset allocation and withdrawal strategy decisions.

Alan Nastali Jr. is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been associated with Cetera and its affiliates since 1998. His career also includes managing Nastali Financial Services, Ltd. since 2012 and involvement with Spring Align, an automotive repair business. Outside of advisory roles, he is engaged in various insurance sales including health, disability, property and casualty, as well as collectibles insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Sarah Miller is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Her prior roles include positions at Woodbury Financial Services Inc and Brandt Financial Concepts. Outside of financial advising, she has experience with Genesis Hosting Solutions, where she worked for over a decade. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.