Judith Schlosser is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 integrates resources such as the Global Investment Committee’s analyses into its planning process.

Ann Todisco is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, State Farm, and Mass Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

William Muehlhauser II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Laura Bare is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at LPL Financial since 2021. Her prior experience includes roles with BNI Business Networking International and Valerie Janke. She has been involved with professional networking and collaboration organizations throughout her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing a range of discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Colin Powers is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Equitable Advisors, he has worked at several financial services firms including Northwestern Mutual and MassMutual. Outside of finance, he assists with tax preparation at HR Block and serves as a director for the Yorkville Education Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a delivery model that relies heavily on LPL-sponsored programs and endorsed third-party managers.

Allison Tomasetti is a financial advisor with Edward Jones in Glen Ellyn, IL. She holds a Series 66 designation and has been with Edward Jones since 2018, bringing one year of industry experience. Prior to joining Edward Jones, she worked at Etro Outlet Chicago from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ronald Kot is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cetera since 1998 and has operated his own tax accounting and audit services business since 1977. Kot also serves as a board member and treasurer of the Stonegate West Community Association in Aurora, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and custodial relationships.

Bradley Rist is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Mesirow Financial Inc. and Lincoln Financial Distributors. Outside of his advisory work, he serves as co-secretary on the parent teacher organization board for Horace Mann Elementary in Oak Park, IL. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with research-supported model portfolios.

John Weitzel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dylan Webb is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies aligned with their priorities and Fidelity's investment philosophy. His role focuses on understanding client goals and providing support during important financial decisions. Dylan's experience at Fidelity Investments includes positions as Financial Consultant since 2026, Investment Consultant from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to that, he held roles at JPMorgan Chase Bank as a Relationship Banker and Associate Banker between 2020 and 2023. Outside of his professional work, Dylan has interests in bowling, cars, football, social events with friends, golf, and pets.

Joshua Zaccanti is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Northwestern Mutual and has a background in education at Northern State University and local schools in Geneva, IL. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Andrea Bertani is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure while overseeing model selection and implementation.

John Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Keith Jones is a CFP® professional with 33 years of industry experience, currently with LPL Financial since 2019. He previously worked at FSC Securities Corporation for 10 years and has operated Re Direct Financial Services since 1991, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anna Lisa Bonichi is a Wealth Management Senior Relationship Manager at Fidelity Investments Private Wealth Management. In her role, she partners with clients to address complex service needs and comprehensive planning, acting as a primary point of contact. She is supported by a team of Regional Planning Consultants aiming to facilitate efficient collaboration with Fidelity. Her professional experience spans various roles in the financial services industry. Prior to her current position, she worked as a Planning Consultant and Financial Consultant at Fidelity Investments. She has also held roles as an Internal Client Advisor at JPMorgan Asset Management, a Financial Advisor at Morgan Stanley, Vice President of Institutional Equity Sales at Bank of America Merrill Lynch, and Registered Client Associate at Merrill Lynch Wealth Management. Anna Lisa's personal interests include fitness, food, golf, parenthood, traveling, and volunteering.

Ariel Monsivais Jr. is a CFP® professional with 29 years of experience in the financial services industry. He is currently a managing director at Ariel Wealth Partners LLC and an advisor at Cetera. His prior experience includes roles at LPL Financial, CUNA Mutual Group, and Grainger. Outside of finance, he has worked in customer service at Lowe’s Home Improvement. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms and third-party managers, managing over $256 billion in assets.

Robert Buoy is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. He worked at Horizon Wealth Management for eight years before continuing his tenure at LPL Financial, where he has been since 2012. 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 and financial planning services, utilizing model portfolios, research, and various technologies to support diversified investment strategies.

Elizabeth Bruhn is a financial advisor with Edward Jones in Oakbrook Terrace, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Paul Zalduendo is a financial advisor with OSAIC who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial for 18 years. He also operates Z Group Financial, a sole proprietorship focused on fixed life and annuity sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Donald Nelson is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over a decade within various Wells Fargo entities since 2009. Outside of advising, he is a founder of a nonprofit providing scholarship grants to community ministries and holds ownership interests in several business ventures, including manufacturing and horse trading. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net worth criteria, integrating advisory services with other financial products and referral channels.