Paul Gennuso is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he is licensed as an attorney and practices estate planning, and is involved in the sale of non-variable insurance products through his own firm, Gennuso Financial Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Kristy Sullivan is a CFP®-certified financial advisor with Raymond James & Associates in Naperville, IL, bringing 19 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she serves as Treasurer and Board Member for the Career Networking Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting with a range of portfolio management options supported by extensive research and municipal advisory services.

Li Su Tan is a financial advisor at Cetera with 27 years of industry experience. She has worked with Cetera Investment Advisers and Cetera Financial Specialists since 2003 and is also the owner of Lisu L. Tan and Co., Ltd., a tax services firm she has operated since 1989. In addition to her financial work, she serves as president of the Pure Land Center and Buddhist Library in Naperville, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Matthew Personette is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and The Mutual Fund Store before joining Financial Engines Advisors in 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Samuel Williams is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Deerpath Capital and Wintrust Financial. Williams is a limited partner in several private debt funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Thomas Dowling is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Dowling is also a notary public for LPL documents and operates Midwest Investment Management LLC as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Baleskie is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sheila Baker is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, SagePoint Financial, Neaco Advisory, FSC Securities Corporation, Neader Insurance, and Third Street Advisors. Outside of her advisory work, she serves as a substitute teacher in her local district. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Kevin Allingham is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work history includes roles at Ameriprise and Crystal Dynamics. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Vivado is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at the University of Illinois Chicago for six years and at RW Rodgers Co. for one year. Vivado holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Kam Mata is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Kimberly Cipra is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Robert W. Baird and a decade at Coyle-Kiley Insurance Agency, Inc. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Vietzen is a financial advisor with LPL Enterprise holding a Series 66 license and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Advisory Services, among others. He is also involved in the sale of Medicare-related insurance products as an agent for American Republic. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Thomas Udzielak is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2008. In his current role, he works closely with affluent families to help them pursue meaningful goals through relationship-based financial planning. He has over fifteen years of overall experience at Fidelity, having served in several positions including Financial Consultant, Investments Representative, and Financial Representative. Throughout his career at Fidelity, Thomas has developed expertise in wealth planning and financial consulting. He focuses on clear communication and simplifying complex concepts to provide personalized guidance to his clients. Outside of his professional work, Thomas enjoys family activities, spending time with pets, running, skiing, soccer, and traveling.

Troy De Filippis is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and is also the owner of an e-commerce business specializing in discount auto parts and accessories. Additionally, he co-owns a real estate limited partnership and provides tax preparation services through his financial group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management programs and access to multiple third-party and affiliated money managers within a multi-manager platform.

Marko Govedarica is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Francis Popernik is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Benefit Plan Administrators of Eau Claire and R. Popernik Co, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.

Carrie Denham is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Morgan Stanley and previously worked at Mesirow and Bank of America/Merrill Lynch. Outside of her advisory role, she is the sole proprietor of Triple Dog Properties LLC, a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services based on structured discovery conversations and firm-approved tools.

Marion Charicki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. Marion has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022 and previously held positions at Fifth Third Securities, Fifth Third Bank, Cetera, and MB Financial Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Matthew Deboer is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles at Wells Fargo Clearing Services, LLC, and Calamos Financial Services LLC. Deboer serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.