Bryan Kavanaugh is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2020 to 2025, and spent twelve years with The White Chocolate Grill - Slatebridge Restaurant Group. 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 national network of financial advisors and branch offices.

Lawrence Chaon is a CFP®-designated financial advisor with LPL Financial, based in Lisle, IL, and has 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Larry Chaon Ltd, a business he has run since 1981. Outside of advising, he spends most of his time on accounting and tax services for individuals and small businesses through Accounting & Tax Services Inc. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Rafael Rivadeneira is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients navigate changing market conditions and pursue their long-term goals. Rafael provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. His client expertise includes strategies for divorce transition planning, family wealth management, legacy planning, managing new wealth, retirement income, socially responsible and ESG investing, and supporting women and wealth. Rafael is also active in community service, participating in volunteer activities within the communities he serves. Rafael holds a bachelor's degree from the University of Southern California and has earned professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys baseball, cooking, dancing, fishing, music, spending time with his family, and traveling.

Tyler Wielgos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at CoinFlip, Bank of America, Merrill, NinjaTrader, and in educational roles before joining Morgan Stanley. Outside of his advisory work, he is the sole proprietor of JustStank LLC, a retail and online store based in Wheaton, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by a structured discovery process and firm-approved tools.

Pragna Rohman is a financial advisor at LPL Financial with 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for a combined 18 years. Outside of her advisory work, she is a business owner of Royal Foods & Flavors and serves as a board member of the Sizzle Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Joseph Backlund is a financial advisor with J.P. Morgan Securities in Bolingbrook, IL, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior experience includes two years at Connor Group, alongside over a decade at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in the sale of sports collectibles through trade shows and online platforms. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Dimitris Panagopoulos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cetera since 2019 and Foresters Financial Services from 2018 to 2019. Outside of his advisory work, he performs bookkeeping duties for the Treasure for Illinois Fund of Careers in School Psychology. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party managers.

Brian Bash is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith and Norcomm Public Safety Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, and provides specialized planning services for clients meeting certain net-worth thresholds.

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. 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, using collaborative, software-assisted planning processes that focus on investment categories and strategies.

William Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, personal retirement planning, and values-based investing, including socially responsible and Environmental, Social, and Governance (ESG) investing. William and his team aim to provide personalized strategies and best-in-class services that simplify clients' financial lives, allowing them to focus on what matters most. With over two decades of experience, William helps clients develop tailored financial plans that incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. William earned his Bachelor's degree in Business Administration, majoring in Finance, from the University of Notre Dame. Outside of his professional work, William is active in his community. He participates in organizations such as the American Youth Soccer Organization, Chicago Wilderness Corporate Council, Horizons For Youth, and the One Earth Film Festival. Additionally, he serves on the executive board of AYSO Region 300 and the Declan Drumm Sullivan Foundation. William enjoys basketball, biking, boating, hiking, refereeing, soccer, swimming, traveling, and spending time with his family.

Patrick Norwood is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He collaborates closely with clients, focusing on understanding their goals and ambitions through careful examination and thoughtful dialogue to achieve meaningful outcomes. Prior to his current role, Patrick served as a Financial Advisor at Merrill Lynch, Pierce, Fenner and Smith from 2019 to 2022. His earlier experience includes positions as Head Trader at Usonian Investments (2017-2019), Senior International Trader at Advisory Research (2014-2017), and International Equity Trader at William Blair and Company (2006-2014). Outside of his professional work, Patrick has interests in fitness, golf, parenthood, reading, running, and soccer.

Douglas Carr is a CFP® and ChFC® with 31 years of industry experience. He is currently with Cetera and previously worked at VOYA Financial Advisors. In addition to his advisory roles, he has operated as an independent insurance agent specializing in fixed insurance products for over three decades. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Brian Dombroski is a financial advisor with LPL Financial, holding Series 66 and Series 65 designations and over 22 years of industry experience. His prior experience includes roles at BMO Harris Financial Advisors and JP Morgan Securities Inc. There are no notable outside business activities reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Ulit is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he holds a real estate license in Wheaton, Illinois. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Cara Alalade is a financial advisor at Edward Jones in Naperville, IL, holding the Series 66 designation with two years of industry experience. She previously worked at Edward Jones from 2017 to 2024 and at US Bank in 2016. Outside of her advisory role, she co-founded an LLC intended for future rental property investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Frank Sayers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo and Cetera. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios delivered to intermediary platforms.

Ronald Petrucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997 and has held roles at multiple firms including RMP & Associates and BMS CAT. In addition to his advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Joshua Westerfield is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Westerfield is an assistant coach for the girls flag football team at St. Charles North High School. 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 various financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Michael Mcdonnell is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial for 19 years before joining OSAIC in 2024. Mcdonnell holds the Series 63 and Series 65 licenses. Outside of his advisory role, he assists in day-to-day operations for a related financial business and serves as a licensed agent helping clients with fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services and employs various asset allocation and portfolio management tools across multiple advisory platforms.

Nolen Howe is a financial advisor at Edward Jones in Sidney, ME, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Spire Investment Partners, Legacy Wealth Management Inc, JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.