Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Mcgavin is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and Harris Investor Services Inc. In addition to his advisory role, Mcgavin is licensed as an insurance agent specializing in fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party investment managers, employing various tools and platforms to create diversified investment portfolios.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Staci Bodtke is a financial advisor with Edward Jones in Naperville, IL. She holds the Series 66 designation and has experience at Mutual Federal Bank, Wells Fargo Home Mortgage, and US Bank Home Mortgage. Bodtke joined Edward Jones in 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Michelle Hurst is a financial advisor with Merrill in Lisle, IL, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 1998. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Kelleher is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at LPL Financial since 2013, including through affiliated entities such as Highpoint Advisor Group, LLC. Outside of his advisory role, he is involved with GALERIBRI Inc and Upstream Investment Partners for LPL-related business activities. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm offers both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and advanced technologies.

Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Timothy Levert III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Chase and its affiliates for nine years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brian Soczka is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ian Hamann is a financial advisor at Ameriprise in Lisle, IL, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior experience in various roles including positions at Voyage Financial Group and GA Drywall. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Dennis Gorski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial, American United Life, and Wela Financial, where he is currently owner and president. Gorski is also the founder and executive director of Dynamis Ministries, focused on Christian generosity planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools, with options for clients to implement recommendations through separate brokerage or insurance arrangements.

Scott Hoeppel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1996. In his role, he develops customized financial strategies tailored to his clients' individual goals, focusing on areas such as retirement income planning, wealth management, education funding, and tax minimization. He serves clients with a comprehensive approach that goes beyond portfolio management to address their unique needs. With 30 years of experience, Scott holds a Bachelor's degree in Finance from the University of Illinois. He received the Chartered Retirement Planning Counselor™ certification in 2007 and also holds the Personal Investment Advisor (PIA) designation. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2021 through 2026. Scott lives in Chicago's western suburbs with his wife and three sons. Outside of work, he enjoys golfing, traveling, and spending time with his family.

William Lymangood III is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Lisle, Illinois. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he acts as a trustee and co-trustee for a trust based in Naples, Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services alongside its planning offerings.

Michael McNeily is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Stone House Investors LLC, an entity established for a convertible debt investment in Posterity Health, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Fabricia Gibler is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on providing disciplined and structured financial planning and investment guidance tailored to individual client priorities and values. Before joining Fidelity Investments, Fabricia worked as a Private Client Banker at JPMorgan Chase from 2019 to 2024. Her experience in financial services spans several years, during which she has helped clients navigate complex financial decisions with clarity and confidence. Fabricia is dedicated to building long-term client relationships based on trust, consistency, and care.

Vijay Raje Mehta is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to their unique needs and circumstances. He provides ongoing advice and adapts investment plans as clients' situations evolve. His expertise encompasses a broad range of financial planning areas, including funding education, preparing for retirement and healthcare costs, managing competing financial demands such as home buying and eldercare, and creating personalized wealth management strategies. Vijay holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vijay earned a Bachelor's Degree from Mohan Lal Sukhadia University and a Masters of Business Administration (MBA) from Rajasthan University. He is proficient in both English and Hindi.