James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

John Koklys is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2016. Outside of finance, he has a longstanding role as a musician and sound engineer, performing and mixing live sound at various music venues under the name John Arthur Music since 2002. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending funds and strategies.

John Bensfield is a financial advisor at Cetera with Series 63 and Series 65 licenses and 31 years of industry experience. He has been associated with Cetera since 2006 and has a longer career dating back to 1973 through his ownership of Bloom Associates Inc, where he also serves as a licensed CPA and provides health insurance services. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm offers a range of program structures and strategies supported by a large nationwide network of independent advisors and manages over $256 billion in assets.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Kaitlyn Paschke is a financial advisor at UBS Financial Services with 2 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and was involved with Blank Space Branding. 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 uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at LPL Financial and Edward Jones. Ren is also an IRS Enrolled Agent and operates his own tax services business. Cambridge Investment Research Advisors serves a broad range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement advisory services through independent Financial Professionals. The firm provides access to proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments L.L.C., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is involved as a coach with the Professional Bowlers Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and support tools.

Derek Bergquist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at BSI Group and Sterling Engineering. In addition to his advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Richard Phelan is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 65 licenses and 55 years of industry experience. He has been with Merrill since 1967 and also works with Bank of America since 2009. Outside of his advisory role, he serves as chair of a capital campaign for Ray Graham Association, focusing on raising funds to improve housing for clients with disabilities. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Glomb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through both direct and employer-based agreements.

Moosa Rizvi is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at BMO Harris Financial Advisors, Inc. from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on 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 and models to support its advisory services.

Tomio Nanto is a financial advisor with LPL Financial based in Schaumburg, IL. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to LPL Financial, he worked at BMO Bank NA and BMO Harris Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Goldman is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of finance, Goldman serves as an ice hockey official and teaches platform tennis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and industry research to support its financial advice.

James Danielson is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at UBS Financial Services and multiple positions within Raymond James and affiliated firms since 2009. He is also the owner of Magnolia Financial Group, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rafael Rivadeneira is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients navigate changing market conditions and pursue their long-term goals. Rafael provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. His client expertise includes strategies for divorce transition planning, family wealth management, legacy planning, managing new wealth, retirement income, socially responsible and ESG investing, and supporting women and wealth. Rafael is also active in community service, participating in volunteer activities within the communities he serves. Rafael holds a bachelor's degree from the University of Southern California and has earned professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys baseball, cooking, dancing, fishing, music, spending time with his family, and traveling.

Tyler Wielgos is a Series 66-licensed financial advisor with Morgan Stanley in Geneva, Illinois, and has two years of industry experience. Before joining Morgan Stanley in 2025, he worked at CoinFlip, Bank of America, Merrill, and NinjaTrader. Outside of financial services, he owns and operates JustStank LLC, a retail and online store based in Wheaton, Illinois. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and modeling tools, offering advisory services across various investment and planning needs.

Pragna Rohman is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Merrill. Rohman serves on the board of the Sizzle Foundation and owns a business called Royal Foods & Flavors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by research-driven and technology-enabled tools.

Taylor Lundstrom is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Raymond Lee. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct client plans and Corporate Financial Planning agreements.

Patrick Terrazzano is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds Series 63 and Series 65 licenses and is based in Hinsdale, IL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dimitris Panagopoulos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cetera since 2019 and Foresters Financial Services from 2018 to 2019. Outside of his advisory work, he performs bookkeeping duties for the Treasure for Illinois Fund of Careers in School Psychology. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party managers.