Paul Desruisseaux is a CFP®-certified financial advisor at Equitable Advisors with six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Edward Jones for six years and Primerica for two years. In addition to his advisory role, he serves as an adjunct math professor at the College of DuPage and reviews scholarship applications for the CFP Board. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Kristen Vitale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at LPL Financial in two periods, from 2010 to 2021 and since 2022, and was previously employed by First Midwest Bank from 2003 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management services.

Jennifer Burgman is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2001. She is also the owner of Tistle, Solesky & Burgman Financial Services, a support company based in Itasca, IL. 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, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Simons is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cetera since 1999 and has been associated with Gerald Denvén & Co. since 1991. In addition to his advisory role, he owns and operates an accounting and tax practice through Dennen & Simons, LLC. 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 offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers and a variety of program structures.

Matt Estkowski is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo, including Wells Fargo Clearing from 2016 to 2024. Based in Oakbrook, IL, he joined Wells Fargo Advisors in 2015 and rejoined the firm in 2024. 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 financial planning services, using proprietary research and planning tools to develop tailored recommendations across diverse planning areas.

David Farrell is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with LPL Financial and was previously with Wayne Hummer Investments LLC for 10 years. He also has a longstanding role at Community Bank Whtn Glen Ellyn. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and utilizes a range of model portfolios and research to support diversified investment strategies.

Sylvia Jakubowski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Kubica is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. outside of his advisory role, Kubica manages two residential rental properties in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm‑approved tools and modeling techniques.

Juliette La Voye is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance (Morgan Stanley) and AXA Advisors, LLC. Outside of finance, she has experience in the restaurant industry, including roles at Laura's Bar and Grille and Jake n Joes Sports Grille. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

Peter Mccarthy is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services and Brentview Investment Management. He has partial ownership in an investment-related entity involved in estate planning. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

William Triantafel is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved with NEX3 Communications, LLC, a private cable operator. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, supported by research from its Global Investment Committee.

Gary London is a financial advisor with Ameriprise in Northfield, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, primarily to clients with Ameriprise-managed assets.

Robert Castanares is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolio strategies.

Michelle Place is a Wealth Management Advisor and principal of The Place Wealth Management Group, based in Northbrook, Illinois. She has been working in the investment industry since 2007, beginning her career in asset management at Morgan Stanley Asset Management. She joined Merrill Lynch Wealth Management as a Financial Advisor in 2010 and currently focuses on servicing and managing high net worth individuals and families. Michelle's expertise covers a range of areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, and tax minimization. She holds several professional designations including Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. She graduated from the University of Wisconsin-Madison with a degree from the School of Business and completed an Accredited Certificate Program at the University of Chicago. Outside of her professional work, Michelle enjoys dancing, ice skating, pickleball, yoga, and spending time with her family.

Maryann Mousheh is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked in dental practice administration and education before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with roles including oversight of affiliated and unaffiliated sub-advisers.

Christopher Fasano is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to his advisory role, he is also an insurance agent offering various insurance products including accident, health, disability, and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a range of investment products and third-party platforms.

Vito Partipilo is a financial advisor with LPL Financial in Addison, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2021 and at BMO Harris Financial Advisors since 2016. Outside of his advisory role, he holds a part-time position with Merieux NutriScience - BioFortis starting in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and technology tools.

Mary Webb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.