Larry Milas is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations and possessing 35 years of industry experience. He worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of advisory work, Milas is involved in the sale of property and casualty insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active sales and a collateralized lending program.

Daniel Donahue is a CFP®-certified financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Plank Road Advisors, LLC, and Donahue Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, with specialized planning options and an integrated approach combining advisory services with other financial products.

Anthony Tumea is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2010, with prior experience at Cetera Financial Specialists LLC and ownership of Tumea & Associates CPA Firm since 1984. Outside of advising, he serves as treasurer and board member for several local organizations, including the Downers Grove Lions Club, West Towns Chorus, and Buffalo Theatre Ensemble. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Megan Berning is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James since 2016 and is also a certified notary public since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ethan De Valk is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in member services at the University of Illinois Activities and Recreation, as well as in retail and country club settings. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Life Loyal Advisors, focusing on tax account programs and health-related products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Christen Plotkin is a financial advisor at UBS Financial Services in Oakbrook Terrace, IL, with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as an Associate Board Member for Urban Initiatives, a Chicago-based organization focused on youth programs that teach social emotional skills through play. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Kevin Webb is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Outside of his primary role, he is involved with several sole proprietorships through which he provides financial advisory and insurance services. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across a variety of platforms. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Matthew Bingham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. 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, distribution, and investment management capabilities.

Anna Bertha Stepanovic is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc for nine years. She is also president of Plenitud, Inc., an S corporation through which she receives residual insurance payments. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm provides diversified portfolio management using various asset-allocation tools and supports multiple advisory platforms and third-party solutions.

Steven Hixon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes long-term roles at various Cetera entities dating back to 2004, as well as prior experience at Premier Tax & Accounting. Outside of advisory work, he is involved in tax preparation and accounting services through Premier Tax & Accounting Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Carlos Gonzalez is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Gonzalez is based in Lisle, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Sean Graft is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and scenario modeling.

Vivian Morgan is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Morgan Stanley, having joined in 2022 after roles at Citi and a long tenure at Fifth Third Securities and Fifth Third Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Wiess is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Pacenti is a financial advisor with J.P. Morgan Securities in Winfield, IL, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank, N.A., and a brief tenure at BMO Harris Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Francis Evans is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Park Avenue Securities and Guardian Life Insurance. He also operates Chicago Benefit Associates, a financial services marketing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented strategies.

Scott Webb is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch Pierce, Fenner & Smith, Inc. since 2011. Outside of his advisory work, he serves on the board of the Elmhurst Baseball and Softball League and acts as a commissioner for one of its leagues. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Nicolas Hoeppel is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to understand their unique perspectives and priorities in order to develop personalized financial strategies. His client focus areas include family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Nicolas holds a Bachelor's Degree from Indiana University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Chicago District Golf Association and the Indiana University Alumni Association. Outside of his professional work, Nicolas enjoys cooking, golfing, music, pickleball, softball, spending time with his family, traveling, and watching movies.

Joseph Farrell is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has built his career in the financial industry with the objective of helping clients by understanding their individual needs and motivations to develop personalized financial plans. Prior to his current role, Joseph held several positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining comprehensive experience in financial advisory services. Before joining Fidelity, he worked at PNC Bank as a Branch Sales Representative and Branch Service Representative. Outside of his professional life, Joseph enjoys comedy, family activities, football, hiking, and movies.

Nicholas Ettelbrick is a financial advisor with Edward Jones in Lisle, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he owns a farm and hunting land in Little America, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.