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.

Bob Colville is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Kenneth Small is a CFP® with 42 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously was with Securities America Advisors and National Planning Corporation. He is involved in non-variable life insurance and fixed annuity sales through Capitas Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by internal and third-party research, with both discretionary and non-discretionary management options.

William Anderson is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and proprietary tools, with an emphasis on client responsibility for implementation and ongoing updates.

Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.

Samuel Raheem is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients identify their priorities to build strategies aimed at achieving their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel earned both his Bachelor's and Master's degrees from the University of Illinois at Urbana Champaign.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating both as a broker-dealer and investment adviser.

Michael Abbatacola is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cetera and its affiliates since 1992 and currently holds a vice president position at Old Second National Bank, a role unrelated to investment activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Jungels is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved with Prairie Path Cycles, a business operating since 2003. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform combining advisory programs with brokerage and insurance products.

John Quinn is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to his current role, he held various positions including work with the Boys and Girls Club of Greater Dubuque and Loras College. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brock Renner is a Series 66-licensed financial advisor with Morgan Stanley, based in Oak Brook, IL, and has 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Morgan Stanley Private Bank, N.A. Brock previously worked with Display Case, LLC, and Housesale.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates advanced tools such as Monte Carlo simulations and the guidance of a Global Investment Committee.

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.