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.

Qureish Esmail is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Esmail holds a Series 63 designation and operates Esmail Financial Strategies, a fixed insurance products business offering term life, guaranteed universal life, indexed universal life, and long-term disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed accounts to construct portfolios across various asset classes.

Christopher Phalon is a CFP® and Series 66-registered financial advisor with Edward Jones in Naperville, IL. He has four years of industry experience, including five years at Fairway Independent Mortgage Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related organizations including the Miami Marlins and the Minnesota Twins. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, often working through program sponsors and endorsed platforms.

Michael Marin is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and no prior advisory industry experience. Before joining Cambridge in 2026, he worked for Siemens Healthineers from 2009 to 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals using various discretionary and non-discretionary strategies.

Alan Madej is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner at Pierce, Madej & Associates. Since beginning his career in May 2007, Alan has specialized in developing customized wealth management strategies and portfolio management services, with a particular focus on education planning, legacy planning, and personal retirement planning. He evaluates and designs asset allocations mindful of tax consequences within comprehensive financial plans. Alan holds a Bachelor's degree in Finance from Indiana University’s Kelley School of Business and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®). He was recognized in 2023 by Forbes as a “Top Next-Generation Wealth Advisor Best-in-State.” Residing in Hinsdale, Alan is involved in his community as a volunteer basketball coach for the Gateway Gators Special Olympics team and participates in the Golfview Hills Men's Golf League. He also enjoys playing paddle tennis and golfing.

Elena Ighodaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and operated her own advisory practice. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis.

Ayodeji Ogundiya is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by its Center for Financial Research.

Nicholas Hofmann is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Renaissance Financial Corp, Cetera, and Securian Financial Services. Outside of his advisory role, he coaches youth baseball, working with 12-year-olds in both team coaching and infield training sessions. 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 process.