Mirella Saucedo Marquez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following roles at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Matthew Junkins is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He is a trustee for the Plank Road Advisors 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products through a large network of advisors.

Belinda Castellanos is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Fifth Third Securities from 2002 to 2021. Castellanos holds the Series 66 designation and is based in Orland Park, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and methodologies.

Matthew Stevens is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and having nine years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, as well as Northwestern Mutual Investment Services LLC. 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 recommendations.

Gilbert Mauro is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and having 17 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Mauro is the owner of Mauro Family Investments LLC, an investment-related entity focused on estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, offering a broad range of investment and financial services.

Kedra Olsen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Cetera and its related entities since the late 1990s and early 2000s. Outside of her advisory work, she is a partner in a tax and accounting practice and involved in commercial rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and access to third-party managers.

Brett Efimov is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2013. Outside of advising, he owns and operates a CPA firm and serves as president of a company providing credit card processing services. He is also a member of the Illinois CPA Society’s membership committee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers.

Daniel Mc Hugh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Vaunt Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large national advisor network and affiliated capabilities, including a trust company and proprietary mutual funds.

Danieh Kasar is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2021, Kasar worked at Raymond James Financial Services Advisors and Raymond James Financial Services, along with roles at PNC Bank, H&R Block, Benedictine University, College of DuPage, and TCF National Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Paliga is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Rapid Business Plans and in the education sector. Outside of finance, his background includes roles in small businesses such as Doughnut Co. and Buenas Nachos. 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, combining centralized custody and brokerage services with a multi-asset investment approach.

David Bartz is a financial advisor with LPL Financial in Burr Ridge, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, Bartz is involved with Optimus Producer Partners and Pacific Life as a non-variable insurance agent. 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 consulting, with access to model portfolios and research from multiple sources.

John Furjanic is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at JP Morgan Securities and Foresters Equity Services. He serves as the recording secretary for Rotary One Chicago, an organization focused on community service projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

George Mannella II is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 17 years. He is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Jason Grady is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he is a partner member of Life Loyal Advisors, LLC. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Todd Zastrow is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked at Cetera since 1998 and operates a CPA firm, Zastrow & Co, Ltd, where he handles tax return preparation and compilations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and third-party investment options.

William Blyth serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides customized wealth management planning tailored to clients' financial goals, time horizons, liquidity needs, and risk tolerance. His professional focus includes family wealth management strategies, managing new wealth, and working with clients in sports and entertainment. Prior to his career in financial advising, William earned a Bachelor of Arts in History from the University of Illinois at Urbana-Champaign and a Juris Doctor from the University of Illinois at Chicago Law School. Though he holds a law degree, he does not practice law in his role at Merrill Lynch. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA), and is affiliated with the Chicago Bar Association. Outside of his professional duties, William is involved in coaching youth sports and serves as a Bridge financial counselor. He resides in La Grange, Illinois with his wife, Beth, and their four children.

James Burke is a CFP® and holds the Series 66 designation. He has 14 years of industry experience, all with Edward Jones, where he has worked since 2012. He is based in Darien, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Maralynn Kearney is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed Inc and various insurance carriers, as well as involvement with CMS Office Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, research, and advanced technologies.

Alan Wojtowicz is a financial advisor at UBS Financial Services with 23 years of industry experience. He has held his current position at UBS since 2011. He holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Jack Molitor is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Valvoline and Amazon, and he has been employed by the Wisconsin Air National Guard since 2019. Outside of finance, he works part-time as a print model with Stewart Talent. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.