Donald Kent is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with Axa Advisors. Outside of his advisory role, he owns and operates Tall Corn Alpacas, LLC, a farm business involved in raising animals for fleece production. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes risk assessment and client-specific program matching, utilizing both third-party asset managers and proprietary advisory models.

Vanessa Poppie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has previously worked at City National Bank and Wells Fargo Advisors, LLC. Outside of her advisory role, she has experience in the hospitality sector, having worked at Chisox Bar & Grill, and is involved in managing personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, with offerings that include alternative investments and tax-management options.

Leon Vaughn is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Primerica Financial Services, Central Transportation LLC, Staffinders Inc, Vaugh Global Solutions, and Safer Foundation. Vaughn has been involved with Vaugh Global Solutions since 2020. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by third-party managers and supports accounts through BNY Mellon Advisors and Pershing.

Nicholas Maley is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and Huntington National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jelord Henderson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2015. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Bill Heart is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Woodbury Financial Services for 17 years, followed by tenures at OSAIC and 1717 Capital Management Company. Outside of his advisory role, he operates an eBay sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Cerullo Jr. is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for nine years at Allegiant Commodity Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Arthur Karman is a financial advisor at Equitable Advisors with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Prior to this, he was associated with Axa Advisors, LLC for 21 years. He also operates a business under the name Karman & Associates. Equitable Advisors serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory programs.

Philip Schlitter is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at National Life Group and Equity Services Inc, as well as work related to Bradley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alexander Gendron is a CFP® professional with 10 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

Vivian Skawinski is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Reider is a CFP® with 23 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Sharp is a financial advisor with Edward Jones in Lockport, IL, holding CFP® and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Teska is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked within the J.P. Morgan organization since 2013, including roles at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of approved funds and strategies, with services delivered on a non-discretionary basis.

Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Syeda Mahmood is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals, families, and business owners make informed financial decisions aligned with their personal values and long-term goals. Syeda focuses on areas such as family wealth management, international wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Her career in finance began as a consultant guiding financial advisors and their clients through firm transitions. She then served as a team associate working with ultra-high net worth clients, developing an understanding of complex financial landscapes. Later, she transitioned into a financial advisor role, working directly with clients to navigate important financial decisions and pursue financial goals. Syeda holds a Bachelor's Degree from the University of Illinois System and holds the Personal Investment Advisor (PIA) designation. She communicates in English and Urdu. Outside of her professional work, Syeda enjoys reading, spending time with her family, and playing tennis.

Phillip Sitar is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he serves as the Treasurer on the Board of Directors for the Manhattan Condo Association. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach includes a centralized consulting team that provides non-discretionary, research-based recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Alejandro Mariscal is a financial advisor with Morgan Stanley in Berwyn, IL, holding a Series 66 license and nine years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2018 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Mark Tsoulos is a financial advisor with Mass Mutual Investors Services in Lisle, IL. He holds CFP® and Series 66 credentials and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.