Drew Vasquez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

William Milano Jr. is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously spent two years at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers specialized derivatives and commodities capabilities.

John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to 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 a structured financial planning process using firm‑approved tools and modeling techniques.

Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Carolyn Rowland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and also has roles with affiliated firms dating back to 2014. Outside of her advisory work, she supports an environmental services training business as an administrative assistant. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Tom Weyhrich is a financial advisor with Wells Fargo Clearing in Deerfield, Illinois, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been self-employed since 2011. Outside of advising, he serves as co-trustee for his spouse’s trust and as trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Anne Del Rosario is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Citigroup Global Markets. Outside of her advisory role, she is a part owner and administrator of Diversified Home Care Inc. 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 financial planning, model portfolio programs, and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Edward Samano is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS Financial Services since 2016. Outside of advising, he has involvement with AXA Distribution Holding Corporation related to past sales of variable products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jody Christman is a Series 66 credentialed financial advisor with Edward Jones in Des Plaines, IL, where she has worked for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes a year at TRC Advisory and several periods outside the industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Lauren Stroner is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has worked at Merrill since 2014, with a brief period operating under her own name from 2017 to 2019, and has been with Bank of America N.A. since 2020. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Brandon Brocato is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Willies Pub & Pool and the University of Missouri Recreation Center. He is also president of Brandon Matthew Inc., an independent service provider for FedEx. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and asset managers to implement advisory models across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Art Salnikov is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2021. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin Stout is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial services industry, including his tenure as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, and as an Investment Advisor at Insight Securities from 2017 to 2021. Prior to that, he was a Financial Advisor at Morgan Stanley from 2014 to 2017 and operated as an Independent Futures Trader at the Chicago Board of Trade from 2008 to 2014. Kevin is dedicated to helping clients and their families take control of their financial futures by assisting them in building personalized financial plans that align with their individual goals. His professional journey reflects a commitment to guiding clients through the development of investment strategies that are in sync with their broader financial objectives. Outside of his professional responsibilities, Kevin engages in activities such as biking, kayaking, outdoor adventures, skiing, traveling, and volunteering.

Thirupathy Nathan is a financial advisor with Cetera in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2007 and has worked with affiliated entities since 1991. Nathan also owns and operates TV Nathan & Assoc., Inc., providing accounting and financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services delivered via multiple program structures and a multi-manager platform.

Robert Siers is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of his financial advisory role, he is also an owner and partner of Hatch and Fletch, LLC, a company involved in land acquisition. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.