Austin Miller is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Arizona and Black Sheep Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Derek La Maide is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. His background also includes roles outside finance at Arizona State University and Starbucks Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Paul Vanecek is a financial advisor with LPL Financial in Villa Park, IL, holding a Series 66 designation and 25 years of industry experience. His career includes positions at Old National Bank, First Midwest Bank, and U.S. Bancorp Investments. He also serves as a financial institution duty advisor at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Jeremy Rumps is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

David Strutzel is a CFP®-designated financial advisor with 36 years of industry experience. He currently works at Cetera and owns Strutzel Family Wealth Management. Prior to Cetera, he worked at Raymond James & Associates and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program options and third-party managers.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Roberta Lingle is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Craig is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services supported by Wells Fargo research and planning tools.

Zachary Dalzell is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds, utilizing proprietary research and planning tools.

Nicholas Knapek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory, custody, and order-routing arrangements.

Glenn Kolososki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based Corporate Financial Planning agreements.

Dmitry Farbman is a financial advisor with RBC Capital Markets in Buffalo Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc. from 2012 to 2023. Outside of his advisory role, he is the owner of Nala Terra Inc., a company involved in real estate management and property rentals. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, alongside integrated custodial and brokerage services.

Chad Waynee is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. 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.

Joseph Waldvogel is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services. He previously worked for CIBC Private Wealth for 12 years. Waldvogel is involved with the LaGrange Little League as a board member and treasurer, overseeing the organization’s financial operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad set of services including custody, underwriting, and securities-backed lending.

Matthew Wilson is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Foreside Fund Services, Aegon Asset Management, and Atrium Capital Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Jeremiah Wise is a financial advisor with Morgan Stanley in Oak Brook, Illinois, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Fifth Third Bank. Outside his advisory work, he is involved with Legacy Acquisition Partners LLC and Be Wise Holdings LLC, both focused on business development and property management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Aimee Bowman is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a wide range of advisory programs utilizing structured discovery and firm-approved planning tools.