Jarrett Collins is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Amazon.com Services LLC, and Payden & Rygel. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

John Engels is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Melissa Schachner is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Raymond James Financial Services. Schachner also serves as a notary in Illinois. 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 broad range of financial planning and advisory programs supported by research and diverse portfolio management strategies.

Bart Bucci is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Bucci serves on the board of a private company called Public Insight. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients.

Laura Berglund is a financial advisor at Morgan Stanley in Oak Brook, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities. Since 2012, she has been associated with Pro Performance, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Flynn is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Matthew Jankowski is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 credentials. He has one year of industry experience, including prior roles at Fidelity Investments and Anya. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jason Schultz is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods such as Global Investment Committee return estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services under both individual and corporate financial planning arrangements.

Richard Barrett is a financial advisor with Wells Fargo Advisors in Hinsdale, IL, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 12.5% owner of Goodfellows Group Partnership, a local philanthropy in Hinsdale, where he participates in partnership meetings and approves charitable giving. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including cash-flow, retirement, and specialized planning areas. Advisors use Wells Fargo research and planning tools to provide tailored recommendations, with clients deciding how to implement them through the firm's brokerage or advisory programs.

Thomas Sora is a financial advisor at Charles Schwab in Chicago, IL, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, LBMZ Securities, Zacks Investment Research, J.P. Morgan Chase, and North Central College. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Richard Morowczynski is a CFP® professional with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and previously spent 20 years with Avantax Advisory Services and related entities, as well as 30 years at Mutual of New York. He is also involved in health and life insurance through Morow Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Cailin Spiros is a financial advisor with Ameriprise in Saint John, Indiana, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carson Booras is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 66 credentials and over 27 years of industry experience. His prior roles include positions at Allworth Financial, AW Securities, LPL Financial, and TD Ameritrade. Outside of his advisory work, he has experience as a rental property owner. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.

William Jene Jr. is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 42 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 is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with advisory programs and tailored financial planning. 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.

Christopher Munroe is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2013. Outside of his advisory role, Munroe works as an independent contractor and college soccer broadcaster for the Big Ten Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support client goals, managing approximately $2.74 trillion in client assets.

Andrew Ellerbrock is a financial advisor at Morgan Stanley in Chicago, IL, with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2018, with prior roles at LPL Financial and Riverpoint Wealth Management. Morgan Stanley Wealth Management serves both 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 employs a structured planning process supported by proprietary tools and market simulations.

Michael Herget is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Oswaldo Alanis is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Coach, Continental Motors of Naperville, Robert Morris University, and American Eagle Outfitters. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and analytical models.

Denise Cerny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2019, previously serving at Chase Investment Services Corp from 2008 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Donald Disteldorf is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Cetera Investment Advisers LLC since 2005 and Cetera Financial Specialists LLC since 1993. Outside of advising, he is the owner and president of Disteldorf, Ltd CPA's, an accounting and tax services firm, and is involved in computer software training through Compu-Train, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.