Scott Coyner is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at the University of Iowa and Indiana University. His background also includes roles outside the financial sector, such as positions in parking management and food service. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Brett Proudfoot is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Invesco Advisors, Inc. prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools, serving clients through both individual and corporate financial planning agreements.

John Kuhlman, Jr. is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, continuing his tenure with RBC Capital Markets since 2008. Outside of advisory work, he serves on the board of directors for Argon Credit Corporation and advises on restructuring for Harbour Contractors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and supported by in-house and third-party investment managers.

Daniel Di Pangrazio is a financial advisor at Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 licenses. He has been in the industry since 2024, with prior experience at Ccig and involvement with several country clubs and the University of Colorado Boulder. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Wade Kinney is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Charles Schwab in Chicago, having previously been with Merrill. His background also includes roles outside of financial services, including work in education and painting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investments.

Joseph Kern is a financial advisor at Morgan Stanley with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Trivista Companies and the University of Minnesota. Outside of his advisory work, he is the sole proprietor of Kern Photo, LLC, a real estate photography business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Barbara Martin is a Series 66-licensed financial advisor with Morgan Stanley in Arlington Heights, IL, where she has worked since 2009. She has 20 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Kyle Tripi is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related entities since 2021 and also engages in selling life and fixed annuities as an insurance agent. Currently, he operates under Nestlehut Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various third-party money managers and program structures.

Christopher Fils is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Fils serves as a committee member for ACG Chicago’s Next Gen Committee, which focuses on connecting emerging leaders in finance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis, supported by a range of investment strategies and affiliated research.

Dennis Frantsve is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 13 years before joining Morgan Stanley in 2022. Outside of finance, he is the sole proprietor of Elev8 Event Group, LLC, which provides wedding DJ entertainment. Morgan Stanley Wealth Management delivers a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools to support client decisions.

Rachel Strauss is a Series 66-licensed financial advisor at Morgan Stanley in Chicago, with two years of industry experience. Her background includes roles at Morgan Stanley and experience working outside finance at Dog Haus Biergarten and East Grand Rapids Public Schools. She has been affiliated with DePaul University since 2020. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with comprehensive advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services, including use of proprietary planning tools and modeling techniques.

Todd Riggin is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He has a long tenure at Harris Investor Services Inc and Harris Bank, spanning over 20 and 30 years respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

James Hogan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has worked with Cetera since 1998 and holds additional roles including partner at Cornerstone Advisers LLC and owner of an accounting and tax practice, Hogan & Company CPAs. Hogan also serves as treasurer on the board of the Tri-Town YMCA, a nonprofit organization offering childcare and summer programs. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers.

Julie Hankes is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions to support diversified and alternative investment strategies.

Leo Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Castle Metals and Mosquito Joe of DuPage, as well as time spent at Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, providing financial planning services supported by structured processes and firm-approved tools.

Natalie Albers is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously held various roles at Valparaiso University and Hollister Co. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Joseph Jamiolkowski is a financial advisor at Charles Schwab in Oak Brook, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Schwab, he was employed at the Mizzou Recreational Facility and the C.W. Avery YMCA. Charles Schwab serves a large client base primarily composed of 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’s investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment evaluation process.

Joseph Cronin is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2009 and recently joined LPL Enterprise. Outside of financial services, he has a long tenure with Troon Golf, spanning over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party management, and insurance products.

Zackary Mappa is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors, LLC, Inland Securities Corporation, and ran Mappa Wealth Management. Outside of his advisory role, he is a partner at Acouple_offoodies, a technology venture based in Chicago. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies.

Dillon Kane is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Northern Trust Securities and Raymond James Financial Services, in addition to multiple terms with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.