Emily Bedford is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for three years. Before her career in finance, she held positions at Dewey's Pizza and Walt Disney World. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and integrated financial services.

Katarzyna Rageb is a financial advisor with Edward Jones in Park Ridge, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated products, managing approximately $1.01 trillion in assets under management.

John Corey is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities. Outside of his advisory role, he serves on the board of the Jason George Memorial Foundation. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and emphasizes a range of affiliated brokerage and insurance solutions.

Peter Maffiola is a Series 66 licensed financial advisor with Ameriprise Financial Services, bringing four years of industry experience. His prior work includes positions at Dearborn National and Bankers Life. He is based in Itasca, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on income sources and tax-aware withdrawal strategies.

Kelly Lombardo is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. In her personal capacity, she holds power of attorney for her spouse. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized business-owner and niche planning. Advisors at the firm use Wells Fargo research and tools to create tailored recommendations delivered through meetings and written summaries, with implementation options available through various brokerage and advisory programs.

Joshua Cohen is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2013, following prior roles at Raymond James Financial and Raymond James Financial Services. Outside of his advisory role, he serves on the board of Maot Chitim, a charitable organization involved in volunteering and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing tailored portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers a range of advisory programs designed to align with clients' risk profiles and investment preferences.

Thomas Garvey is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG eligibility frameworks within its recommended strategies.

Mark Mappa is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 37 years of industry experience. He is president of Mappa Wealth Management, a comprehensive financial planning firm he founded in 1989. Mappa is also the author of the book *Cash Flow Is King*. He previously worked at Woodbury Financial Services and OSAIC before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program platforms and access to third-party money managers.

Ramon Lopez Jr. is a financial advisor with Edward Jones in Park Ridge, IL, holding the CFP® and ChFC® designations along with Series 65 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2013. 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 with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Jerome Papiernik is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 23,000 advisors and provides both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services.

Adam O Hare is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at VOYA Financial Advisors, AGO Financial Consulting LLC, and Ameriprise. He is also an independent insurance agent affiliated with various insurance companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Abdelkader El Metennani is a financial advisor with Edward Jones in Park Ridge, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Aniba Restaurants Inc for 18 years. He is also an owner and bookkeeping member of Aniba Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Zachary Baj is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and The Orvis Company, along with time spent as a student and a period of extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Eva Damonte is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her industry experience in 2026. Her background includes roles at JPMorgan Chase Bank and the St. Joseph County Prosecutor's Office, as well as academic involvement with the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research, supported by centralized due diligence and integration of ESG considerations.

Yulia Pavelko is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2008. 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 including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop client plans.

Amy Kalas is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ryan May is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He serves on the boards of The Super Jake Foundation and a local organization in Chicago. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Connor Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide annual, non-discretionary recommendations delivered in partnership with client advisors.

Joann Ziegler is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Laura Di Vietro is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. before joining Thrivent Financial and Thrivent Investment Management in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering retirement, tax, estate, and other topics, with options to combine planning with managed accounts under a consolidated billing structure.