Miles Janecek is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he held positions at Riverstone Wealth Partners and JMC Wealth Partners. Outside of finance, he has experience working in the restaurant industry, including a role at Moes Original BBQ. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm‑approved tools but does not provide individual security recommendations within its standalone planning program.

Joseph Kartheiser is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

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.

Martin Watts is a financial advisor with Robert W. Baird & Co. in Chicago, IL, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a blend of manager-traded and model-traded strategies.

Dylan Engel is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Chipotle for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 utilizing firm-approved tools and modeling techniques.

Nataly Martinez is a Series 66-licensed financial advisor with Morgan Stanley in Chicago, IL, where she has worked since 2019. She has seven years of industry experience, including prior roles at Fairway Independent Mortgage Company and Onyx Company. Outside of financial advising, she is a partner in E&N Electric LLC, a construction and engineering firm. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements in addition to direct client engagements.

Robert Jungels is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside the financial sector, he has been involved with Prairie Path Cycles for over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

John Quinn is a financial advisor with Ameriprise in Burr Ridge, IL, holding CFP® and Series 66 credentials and four years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Van's Liquor Store and involvement with the Boys and Girls Club of Greater Dubuque. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Scott Clayton is a financial advisor with LPL Financial in Chicago, IL, holding the CFP® designation and Series 66 license, with 15 years of industry experience. His prior work history includes roles at BMO Bank NA, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, FSC Securities Corporation, and Equitable Advisors. 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 range of services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and advanced operational tools.

Laurel Long Engel is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Scott is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Jefferies LLC, ABN AMRO Clearing USA LLC, and Brown-Forman. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering 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 including Monte Carlo simulations and Secular Return Estimates.

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.

Robert Osowski is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Citigroup Global Markets, Inc. before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analyses.

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.

Meg Witt is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Fay Servicing for four years and attended St. Norbert College. 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Qureish Esmail is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services for 19 years. Esmail also operates under the DBA Esmail Financial Strategies, offering fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers various managed account programs.

Elise Defenbaugh is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to that, she was with Merrill from 2013 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Christopher Lundgren is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities, with tenure at Morgan Stanley entities dating back to 2008. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and offers broad retail and institutional investment services.

Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds the Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related business entities, including the Miami Marlins and other baseball team ownership groups. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through Investment Adviser Representatives and offers both firm-sponsored and third-party advisory models tailored to client needs.

Adam San Juan is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameritas Investment Corp and Ameritas Life Insurance Corp for eight years. Outside of his advisory work, he is president of ARGO PUBLISHING, LLC, where he is involved as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.