Stephene Norwood is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 credential and 17 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 serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

George Tolbert is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously served four years in the U.S. Army. Prior to his current role, he had a one-year tenure at Robert W. Baird and attended The Citadel, Military College of South Carolina. Baird’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager oversight.

Natalie Vaswani is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and previously worked at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes a research-driven approach grounded in diversification and modern portfolio theory.

Danielle Prigge is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 brokerage and investment management capabilities.

Michael Lindberg is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, Lindberg serves as president of Peace for Pits, Inc., a charitable animal welfare organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cachet Ramsey is a financial advisor at Morgan Stanley in Oak Brook, IL, with 16 years of industry experience. They hold a Series 66 designation and have been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Tutt is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of industry experience. His work history includes seven years at Bank of America and four years at PNC Bank NA prior to his current role. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Helen Ku is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of systematic methodologies, and application of AI-driven research tools.

David Haefelin is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he owns Haefelin Consulting, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their approach integrates proprietary research, third-party data, and algorithmic tools within a defined investment framework.

Thomas Teegarden is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at various Raymond James entities since 2013 and is co-owner of Teegarden Wealth Advisors, a support company focused on opening a new branch in Oak Brook, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools.

H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jeffrey Pringle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a video production small business, Pringle Video Creations, Inc., which serves wedding and corporate clients. 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 and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

Bryon Brandt is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2016. His background includes multiple roles with the Cook County Clerk's office. In addition to advisory services, he engages in compensation-earning activities related to home loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Thomas Bechtel is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

James Kendzior is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Neil Moscicki is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and Series 66 license. He has 26 years of industry experience, including ten years with Wayne Hummer Investments LLC prior to joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing a range of model portfolios and research from various sources.

Martha Goodman is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and research. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.