Newell Bentley III is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 11 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015 and was previously involved with Bentley Properties Brokerage. Outside of his advisory role, Bentley serves as President of the Delta Chi Chicago Area Alumni Chapter and is Vice Regent of the Delta Chi Fraternity. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning that incorporates structured discovery conversations and sophisticated modeling tools, serving clients through both direct relationships and corporate financial planning agreements.

Matthew Frankiewicz is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent seven years at UBS Financial Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Ella Rose Thompson is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. She has worked at Morgan Stanley since 2022 and has additional experience with Loyola Limited and Loyola University Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Brian Venn is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial in Chicago, IL. His prior experience includes roles at Ameriprise Financial Services, U.S. Bancorp Investments, and California Credit Union, where he served as Vice President of Retirement & Investments and Program Manager of the Wealth Management Program. 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 advisers. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios, third-party research, and various portfolio management technologies.

Kevin Mondl is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Patrick Walsh is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses and is based in Chicago, IL. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Steven Ploder is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support client financial plans.

Michelle Mc Carthy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked for United Airlines for ten years. Outside of advising, she owns a condominium unit that she rents out. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of financial advisors and operates under a fiduciary standard.

Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Margaret Connolly is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. She holds a Series 66 license and is based in Riverside, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,700 financial advisors.

Amy Podzius is a financial advisor with Charles Schwab in Chicago, IL, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and TIAA-CREF. Amy joined Charles Schwab in 2024. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and centralized operational support.

James Pavlik is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 22 years of industry experience. He has been with Baird Venture Partners since 2003. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. They provide customized consulting and portfolio services, including financial planning and discretionary management, using a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Michael Regan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes incorporating advanced modeling tools.

Peteris Abuls is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Raymond James & Associates since 2011 and has also been associated with Howe Barnes Capital Management and Howe Barnes Investments, Inc. since 2000. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad adviser network and an array of portfolio management styles.

Justin Schoenhardt is a financial professional at OSAIC with two years of industry experience. He holds a Series 66 designation and began his career at Securities America Inc before joining OSAIC. His background includes positions outside the financial industry, such as roles at College of DuPage and various service-oriented jobs. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisors and multiple advisory platforms. The firm provides a range of integrated financial services and employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephanie Lopez Reynoso is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Best Buy and has a background that includes roles at DePaul University and Golder College Prep. Outside of her advisory work, she is involved in the restaurant industry as a server and partner at Lettuce Entertain You in Chicago. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, 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 firm-approved tools and committee-guided investment estimates.

Erin Haley is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and spanning 20 years in the industry. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process incorporates firm-approved tools and models but generally acts in an advisory capacity without offering individual security recommendations as part of standalone planning.

William Ahmann is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior positions include roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery processes and firm-approved tools.