Rosemary Iadarola is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 40 years of experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through various platforms and specialized groups.

Eli Mercado is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Mass Mutual Investors Services, West Point Financial Group, Bankers Life, and JPMorgan Chase Bank. Outside of his financial career, Mercado is involved in youth sports as an owner and partner of Illinois Bucs Travel Baseball and coaches teens through RYP Baseball. 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 recommendations.

Paul Sikes is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held various roles within Wells Fargo-affiliated firms since 2012. In addition to his advisory work, he is involved with several nonprofits, serving on finance committees and as treasurer for organizations including PING!, Glessner House, and the Jazz Institute of Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on discrete planning engagements and optional implementation through its brokerage or advisory programs.

Anthony Even is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across multiple client segments.

Cheryl Snook is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Deanna Laboy is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley, she worked at Amazon.com, Inc. and Insight Global. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a CFP® professional with 20 years of industry experience. He is currently with LPL Financial and was previously with J.P. Morgan Securities for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management options.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Kristen Fox is a Certified Financial Planner™ with 18 years of industry experience. She has worked at LPL Financial since 2015, with prior experience at Commonwealth Financial Network and Daley Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of portfolio options.

Ryan Vest is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Homeside Financial, Sentinus Securities, Eagle Strategies (NY Life), Fusion Financial Services, and New York Life. Outside of advising, he owns 5 Star Sports Training & Fitness, a sports training business based in Oswego, IL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Jill Merritt is a financial advisor with Morgan Stanley in Oak Brook, Illinois. She holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, she worked at Elmhurst School District 205 Jefferson Elementary and is involved with Shred415, a recreation business where she holds an employee role. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that include the use of advanced planning tools and investment modeling techniques.

Joseph Vance is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior name Axa Advisors, LLC. Before entering the financial services industry, he worked in retail at Home Goods for two years. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through both proprietary and third-party advisory programs.

Adriana Frazier is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. Outside of her advisory role, she is the owner of Production Spring, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through multiple programs, combining tailored advice with access to a broad range of portfolio management styles and affiliated research.

Gene Becker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and related entities since 2009. Becker has ownership stakes in several investment-related businesses, including MANBECK PARTNERS, INNOVATIVE RETIREMENT ASSOCIATES LLC, and GB PARTNERS LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

Natalie Jump is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Patrick Mcnamara is a CFP® professional with 19 years of experience, currently serving as a financial advisor at LPL Financial since 2009. He also operates a tax preparation and accounting service, McNamara & Toscano Tax Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.