Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joshua Harrison is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a select group of clients, providing in-depth financial planning and guidance. He focuses on helping high net worth individuals and families make intentional decisions regarding the growth, protection, enjoyment, and transfer of their wealth. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant, Managed Account Support Specialist, and High Net Worth Service Associate. Prior to joining Fidelity, Joshua held roles including Financial Advisor and Branch Office Administrator at Edward Jones, as well as Relationship Manager and Client Service Representative at VennWell LLC. Outside of his professional responsibilities, Joshua engages in family activities, fitness, and parenthood.

Dana Irvin is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shaun Floresca is a financial advisor at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2012 and also has a longstanding association with Alliant Credit Union. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and multiple investment strategies.

Ryan Birkhauser is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and external managers.

Joseph Joyce is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Work Market, PFS Investments Inc., Field Solutions, and Field Nation, all ongoing since 2010 or earlier. Outside of advisory work, he receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a model-based approach rather than institutional plan management.

Jennifer Shifrin is a Series 66 licensed financial advisor with Morgan Stanley in Deerfield, IL, bringing 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of advising, she serves in fiduciary roles such as executor and trustee for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers advisory programs to individuals and institutions with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Ignat Ignatov is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Bank, Edward Jones, and BMO Harris Bank. Ignatov is also listed as a signer on the business checking account of a family-owned trucking company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a select group of Wealth Advisors and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Gelb is a Financial Advisor with Merrill Lynch Wealth Management and leads The Gelb Retirement & Advisory Team (GRAT), a multigenerational team that combines Wall Street expertise with Main Street values. He focuses on delivering retirement planning, fiduciary consulting, and portfolio design strategies tailored to individual needs. Jared is committed to simplifying the complexities of investing and wealth planning to empower clients to achieve their financial goals. With expertise in areas such as corporate benefits, education planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income, Jared provides comprehensive financial advice. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jared earned his Bachelor's Degree from Indiana University and is fluent in English and Spanish. Raised in Northbrook, Illinois, he now resides in downtown Chicago with his golden setter and girlfriend. Jared values a strong sense of community and actively engages with his neighbors. Outside of his professional work, his interests include basketball, cooking, football, golfing, music, reading, and spending time with his family.

Camden Krautsack is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Northwestern Mutual and EMC Capital Advisors LLC. Outside of finance, he was involved with Little Joey's Pizza & Pasta for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' individual risk profiles.

Jennifer Neighbors is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and was previously with JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sara Hagen is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2006 and with Bank of America, NA since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform enables access to a wide set of products and services.

Arthur Siegel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2011 and has operated Arthur E. Siegel Financial Services Ltd since 2000, focusing on health insurance and annuity products alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with varied portfolio management services, offering both discretionary and non-discretionary strategies supported by a large network of advisors.

Audrey Pickering is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Stephen Mactavish is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments and CAFG Wealth Management. He is also involved in a business entity related to his LPL practice and holds a role in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Luis Teran Rivero is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Calamos Wealth Management LLC, Mainstreet Investment Advisors, BMO Direct Invest, and Morgan Stanley. He is also involved as an employee with WealthPlanners, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and maintains proprietary and third-party model strategies.

Joseph Keller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in September 2014, he has focused on assisting business owners, individuals, and their families in managing and preserving wealth through personalized attention and customized, disciplined financial strategies. He works closely with clients to develop tailored plans that align with their long-term goals. His areas of expertise include legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Joseph holds a Bachelor's Degree from Northern Illinois University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph and his family reside in West Chicago, Illinois. Outside of his professional role, he is involved in community organizations such as the Fox Valley Beekeepers Association, Fox Valley Food For Health, and St. Peter Catholic Church in Geneva, Illinois. His personal interests include football, gardening, golfing, pottery, spending time with his family, and traveling.

Jared Pincoski is a financial advisor with Equitable Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Eric Renouf is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. He previously worked at Wells Fargo NA from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kenneth Velu is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop tailored financial strategies that align with their short-, mid-, and long-term goals. His role involves serving as a resource for a range of financial needs, including investing, retirement planning, and unexpected savings, while also facilitating access to specialists in banking, credit, home financing, and small business solutions. With expertise as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Kenneth collaborates one-on-one with clients to define their objectives and craft portfolio strategies aimed at achieving them. He provides ongoing advice and adjusts financial plans as clients' situations evolve. Kenneth holds a Bachelor's degree from the University of Iowa.