Joann Ziegler is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

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.

Brendan Byrne is a financial advisor with LPL Financial based in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bankers Bank, Cetera Advisors, Citigroup Global Markets, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and proprietary research to support discretionary and non-discretionary management.

Brandon Yates is a financial advisor with LPL Enterprise in Rosemont, IL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he has been involved with Chicago Athletic Clubs for over 20 years, working on departmental restructuring and business process implementation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm’s integrated platform combines adviser programs with active sales of financial products and leverages third-party portfolio managers and LPL’s model portfolios for investment implementation.

Matthew Marino is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently associated with Jpmorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gerald Mccabe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory role, he is the sole proprietor of a privately owned investment property. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analyses.

Micaela Williams is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Addison, IL. 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. 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, operating under a fiduciary standard.

Jennifer Stapleton is a Series 66-licensed financial advisor with Cetera, where she has worked since 2008. She has 18 years of industry experience and also provides client services at Siegel Accounting & Financial Services and Marvin M. Siegel CPA, PC, both of which are firms focused on financial and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Kelly Switt is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. Prior to joining Cetera in 2025, Switt worked at Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as treasurer for parent associations at his sons’ middle and high schools in Illinois. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Karen Derose is a financial advisor with OSAIC in Chicago, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Outside of her advisory role, she owns Fab5 Consulting, providing consulting services on building and maintaining fee-based financial planning practices. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Edward Vrablik is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, LPL Financial, and New York Life Insurance Company. Outside of his advisory role, he serves as president of a condo association in Wisconsin and participates in the NAIFA LUTCF Test Writing Committee. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party platforms.

Zachary Krantz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Glen Hillger is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Derick Enos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent nearly two decades at Scottrade and TD Ameritrade. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its services through Wealth Advisors while clients retain final decision authority.

Ross Miller is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2011 and 2015, respectively, and holds the Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and a proprietary investment outlook while offering both direct and employer-sponsored financial plans.

Richard Stejskal is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Ella Kertz is a Series 66 credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at Nisa Investment Advisors, Audiconsultores Etl Global, and Moneta Group. She has also been involved with Cutters Soccer Club and St. Louis Scott Gallagher. J.P. Morgan Securities 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathleen De Pasion is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wayne Hummer Investments for eight years and at J.P. Morgan Securities for five 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Joel Rubin is a financial advisor at OSAIC with 38 years of industry experience. His prior roles include positions at Securities America, Inc., Securities Service Network, Inc., and Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 designations. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and investment strategies to construct portfolios that can be managed on discretionary or non-discretionary bases.