Sean Snowden is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. for seven years and has been involved with W&D Consulting LLC since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Miceli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he is involved in health and life insurance renewals as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options, including automated allocations and direct indexing.

Roger Smith is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Martin Friel II is a financial advisor with Ameriprise in Geneva, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves as president of the Tri-Cities Soccer Association and has been a youth soccer referee for multiple local leagues. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Erik Rosencrans is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He joined The Rosencrans Group in 2022 and works alongside his father and business partner, Jeff Rosencrans, who has been a Merrill advisor for over 40 years. Erik brings his background in corporate financial strategy and experience in management consulting and private equity—where he advised corporations on financial strategy and operational efficiency across technology, healthcare, and finance sectors—to his role in wealth management. Erik's expertise includes investment management, retirement planning, tax minimization strategies, insurance, and estate planning services. He supports clients in areas such as college education planning, family wealth management, legacy and liquidity management, managing new wealth, small business strategies, and retirement income. His approach is grounded in research, analytical rigor, and a commitment to client success, emphasizing thoughtful, personalized guidance and building lasting relationships. He holds bachelor's degrees in Entrepreneurship, Corporate Innovation, and Marketing from Indiana University's Kelley School of Business. Erik lives in Chicago with his wife Lauren and participates in community organizations including Groop of Friends and The Friendly Scholars Foundation.

Peter Van Houten is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior firms include Merrill, Brewer Investment Advisors LLC, Amcore Investment Services, and LaSalle Financial Services. He is also a co-owner of a real estate rental business in Amelia Island, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and advanced technologies in its investment approach.

Patricia Ciebien is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1986. 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.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Timothy Matta is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked for SRI Systems Research Inc for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

David Vucovich is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management by carefully listening to clients' needs and crafting customized strategies aligned with their financial goals. His role benefits from the investment insights of Merrill and the banking services of Bank of America, enabling him to address various aspects of clients' financial lives. With over 35 years of experience in the financial services industry, including three decades at Merrill, David serves high net worth families and institutions. His expertise includes access to commercial banking and financing strategies, management of concentrated stock positions, and assistance with significant life events such as retirement, inheritance, and business sales. Additionally, he collaborates with Bank of America Private Bank and clients' legal and tax advisors to support legacy planning. David holds a Bachelor’s degree in Economics from the University of Chicago and an MBA from the Kellogg School of Management at Northwestern University. He maintains the Personal Investment Advisor (PIA) professional designation. Residing in Palatine, Illinois, David and his wife, Veronica, are actively involved in volunteering and fundraising efforts for autism organizations.

Robert Dion is a financial advisor with Morgan Stanley in Crystal Lake, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Brendan Haggard is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with corporate executives, business owners, and families to navigate complex financial decisions. He employs a defined process to create customized and disciplined financial strategies, aiming to build personalized roadmaps that align with each client's unique goals and circumstances. His expertise includes wealth planning, estate and income tax planning, asset allocation strategies, and portfolio management. Brendan regularly meets with clients to review their financial plans and ensure they remain consistent with their evolving personal situations. His client focus areas comprise corporate executive services, family wealth management, liquidity management, new wealth management, personal retirement planning, small business strategies, and retirement income. Brendan holds a Bachelor's Degree from Governors State University and holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys baseball, basketball, fishing, football, hunting, spending time with his family, and traveling.

Alex Rojas is a Financial Consultant at Fidelity Investments, bringing over 25 years of capital market experience to his current role. He assists clients in aligning their financial decisions with their individual goals and priorities through disciplined long-term strategies tailored to their needs. Alex focuses on retirement, education, and legacy planning, helping clients make informed and confident financial decisions. Prior to joining Fidelity Investments in 2026, Alex worked as a Financial Advisor at Merrill Lynch from 2019 to 2026. His background includes extensive experience in capital markets and financial advisory services, supporting clients across various financial planning needs. Outside of his professional work, Alex has interests in hiking, skiing, tennis, traveling, and exploring food.

Angelo Kafkes is a CFA® charterholder with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He is based in Des Plaines, IL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and operates AEN LLC, a related investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo’s research and planning tools, serving clients who meet certain net-worth thresholds.

Sean Borchers is a financial advisor with Edward Jones in Cary, IL, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work history includes positions at JP Morgan Chase and its affiliates from 2010 to 2025. Outside of his advisory role, Borchers manages a music band called Wings of Severance, performing in the Chicagoland and Milwaukee areas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of advisors and branches.

Martin Quantz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Bryan Luczkiw is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2015 and has provided tax and accounting services through CBC Tax & Accounting since 1997. Outside of advising, he owns a collectibles business on eBay and serves as treasurer for a nonprofit promoting lower Illinois tax initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, supported by ongoing supervision and client reviews.

Arthur Agunloye is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Life Insurance Company of America and several related entities. Outside of advisory work, he is involved in health and life insurance sales with companies such as Blue Cross Blue Shield, Guardian Life, and United Health Care. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.