Carlos Castello is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in the research and health science sectors, including positions at the University of North Texas Health Science Center and the Van Andel Research Institute. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver advice through various proprietary and third-party models and programs.

Erik Johnson is a financial advisor with Edelman Financial Engines in Mokena, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios while supporting a large client base through advisor-led and online platforms. The firm is notable for its scale, offering discretionary and non-discretionary programs, employer-facing retirement plan consulting, and a Wrap Fee Program alongside affiliate services.

Anthony Salomon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Dunkin and Ashford House. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nikolas Jurgovan is a Series 66-credentialed financial advisor at Morgan Stanley in Oak Brook, IL, with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Louisiana State University and held roles at Glen Ellyn Park District, Glenbard West High School, and Hadley Junior High School. Morgan Stanley Wealth Management serves individual 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 offers both direct and corporate financial planning services.

David Pokorny is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Cetera and its related entities since 2019 and previously worked at Foresters Financial and Northern Illinois University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and custodial relationships.

Terrence Hill is a financial advisor with Morgan Stanley, holding Series 65, Series 63, and Series 66 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following roles at Commonfund Securities, Inc. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and structured-product activities.

Steven Langworthy is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Michelle Piper is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cetera and Foresters Financial Services throughout her career. Piper is the owner of Piper Wealth Management, a business operating under Cetera. 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 various portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

William Cartwright II is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers, along with his ongoing involvement at Triwealth Partners, LLC. Outside of his advisory work, he is associated with WECII, LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by model portfolios, research from multiple sources, and a variety of investment strategies.

Chad Henry is a CFP® with 24 years of industry experience, currently serving at Morgan Stanley in Oak Brook, IL. His prior experience includes roles at UBS Financial Services and Forthright Financial Planning. Outside of his advisory work, he serves as a board member and coach for Aurora Christian Schools. Morgan Stanley Wealth Management provides financial planning and advisory services to individual and institutional clients, utilizing structured planning tools and models developed by its Global Investment Committee.

Paul Cord is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a director for the Lombard Chamber of Commerce. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Stephen Erutti is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells, Roselieb & Raia Wealth Management, The Boeing Company, Resource One Advisors LPL, and Olivet Nazarene University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Michelle Grist is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Perry Mirocha is a financial advisor with Ameriprise in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he works as a driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

Matthew Gennuso is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and has operated Gennuso Financial Group since 2002. Outside of his advisory role, he owns ML GENNUSO, INC, a corporation focused on insurance consulting and sales specializing in fixed life and disability insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools, including asset-allocation models and automated rebalancing, and supports both discretionary and non-discretionary account management.

Robert Armstrong is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously advised at Ameriprise Advisor Services from 2003 to 2006. Outside of advising, Armstrong is involved in agricultural activities through ownership and management of the Armstrong Family Farm, which breeds and raises cattle, and he serves on the finance committee of a local church. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm relies on a range of third-party asset management programs and does not sponsor its own wrap fee program, offering diversified investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gil Fash is a financial advisor with Ameriprise in Orland Park, IL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His career includes long tenures at New England Life and New England Securities, followed by roles at MetLife Securities and Ameriprise. Outside of his advisory work, he has been involved with the Lockport Duck Club, a recreational hunting club organized as a for-profit entity. Ameriprise is an institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement, typically with significant investable assets. The firm provides written, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team working with client advisors.

Jack Cooley is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Teams to improve client experiences. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position which he began in 2025. Prior to joining Fidelity, Jack worked as an Associate Wealth Management Advisor at Assurance Advisory Group from 2022 to 2023. His professional experience centers on financial planning and client relationship management within wealth management. Outside of his professional work, Jack enjoys board games, attending concerts, exploring food, socializing with friends, and reading.

Anthony Liace is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. He is also an insurance agent offering fixed insurance products and Medicare-related plans through LT Family Financial Inc. OSAIC serves a diverse range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Daniel Hawtree is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with LPL Financial and has previously worked at Sigma Planning Corp. and Sigma Financial Corporation. In addition to his advisory role, he owns and operates a CPA business focusing on tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.