Steven Sawyer is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Ryan Jonker is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Jonker & Associates since 2008, providing tax preparation and corporate accounting services. Additionally, he is the owner and CFO of Niche Interactive Media, Inc., an online affiliate marketing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

George Tang is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, Tang manages a real estate business in Naperville, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery and firm-approved tools to tailor plans for clients.

Alina Wold is a financial advisor with LPL Financial in Mokena, Illinois, holding a Series 66 designation and having four years of industry experience. Prior to joining LPL Financial in 2022, she worked at First Midwest Bank from 2016 to 2022. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

David Mallett is a financial advisor at Cetera with Series 63 and Series 65 licenses. He has prior experience at Accenture, Ernst & Young, Betterment, and Morningstar Investment Management. Mallett has been with Cetera and affiliated entities since 2025. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Maria Delre is a financial advisor with Osaic Wealth, Inc., holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Inc. and LPL Financial, LLC. She is also involved in tax preparation and accounting services through her ownership of Delre & Associates, Inc. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, and self-employment as a referee with the U.S. Soccer Federation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Eric Hayes is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009. Hayes holds Series 63 and Series 66 designations. Outside of advising, he has published a work titled "Winning with ETF Strategies." Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

David Kelly is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Venkat Raman is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs that include tailored financial planning using structured discovery conversations and firm-approved tools.

Calvin Browning is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at E*TRADE Securities and Tailored Management. Outside of advisory work, he has worked with Uber in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Richard Osty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, Osty serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. 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 team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Daphne Donnelly is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at PartySlate and the University of Denver. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytic tools, offering a range of investment and advisory services.

John Dwyer III is a financial advisor at Robert W. Baird & Co. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as the head coach for the varsity girls lacrosse team at Loyola Academy in Wilmette, Illinois. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a mix of in-house and third-party managers across traditional and complex investment strategies.

Bonnie Flood is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Wayne Hummer Investments for 16 years and Village Bank & Trust for 13 years. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Danelle Parker is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and MORGAN STANLEY SMITH BARNEY llc since 2015. Outside of her advisory role, she is the sole proprietor of a rental building operation in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, 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 planning process that incorporates firm-approved tools and modeling techniques.

Emil Harenberg III is a financial advisor at Morgan Stanley in Chicago, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Connor Runge is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent ten years at Lewis University. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop financial plans, serving clients through both direct relationships and corporate agreements.

James Weaver Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in a real estate investment business as an owner of rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools, while generally acting in an advisory capacity.

Brendon Thies is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018. Prior to his current role, he worked at Buffalo Wild Wings from 2013 to 2018. 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 financial planning process that incorporates firm-approved tools and modeling techniques.