James Talbot is a financial advisor with UBS Financial Services in Northbrook, IL, holding the Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor investment strategies.

Roy Mason is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Mason has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Philip Cantore is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Edward Jones and previously worked at Healthpro Heritage, Select Rehabilitation, and Therapy Masters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Loredana Rickard is a financial advisor at Ameriprise in Elgin, IL, holding a Series 66 designation with one year of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Kevin Osborn is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at tastytrade, Inc., Brookstone Capital Management, Fifth Third Bank, Cetera, and MB Financial Bank. Outside of finance, he is involved in the music business as the sole proprietor of Kevin R. Osborn Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 firm-approved planning tools for its structured financial planning process.

Craig Christell is a financial advisor with Edward Jones in Arlington Heights, Illinois, holding Series 63 and Series 66 registrations and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is involved in real estate partnerships including hotel room rentals and other rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services and operates under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Stephen Mc Lean is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Purmal is a Financial Consultant at Fidelity Investments, where he collaborates with clients to design personalized retirement and financial strategies aligned with their goals. He focuses on individual risk tolerance and long-term objectives to develop approaches aimed at achieving financial confidence. Utilizing advanced technology and the support of a dedicated team, Matthew provides current and comprehensive insights to assist clients in making informed decisions. Matthew's professional experience includes roles at Fidelity Investments since 2023, initially as a Planning Consultant before becoming a Financial Consultant in 2025. Prior to that, he worked at Edward Jones from 2018 to 2023 in various capacities, including Financial Advisor, Client Transition Specialist, and Financial Advisor Career Development. Outside of his professional work, Matthew enjoys boating, fishing, fitness, hiking, outdoor adventures, and skiing.

Andrew Coleman is a CFA® charterholder and holds the Series 63 license, with 14 years of industry experience. He currently works at OSAIC since 2025 and previously spent 13 years at Lincoln Financial Advisors. Outside of his advisory role, he is involved with The Next Level Planning Group, where he provides financial advice and sells life insurance and annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to manage portfolios across various asset classes.

Edward Hungler is a Certified Financial Planner (CFP®) affiliated with Edelman Financial Engines, with 24 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. He serves as a trustee for the Robert S. Saalfield III Estate and Trust and is a volunteer board member and Long Term Planning Chair at North Shore Country Club. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner guidance and online tools. The firm manages diversified portfolios with a long-term focus and serves approximately 477,000 clients with a range of advisory solutions, including unique product exposures such as direct-indexing and alternative private funds.

Morton A Hart is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Evan Parry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Marshall Watanabe is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and operates approximately 3,698 advisors across 1,829 offices with about $15.5 billion in assets under management.

Sarah Bolous is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Morgan Stanley, U.S. Bancorp Investments, and BMO Harris Financial Advisors. She is also a Senior Private Banker at Old National Bank. 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 investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with resources from LPL Research and third-party subadvisors.

Janice Kass is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Kass And Moses PC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Tracy Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Katarzyna Cudzich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent seven years at Jane's Hallmark. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Mijatovic is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2000 to 2024. Mijatovic is based in Northbrook, Illinois. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and capital market insights into its client solutions.

Christopher Stanphill is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 uses a hybrid referral and implementation model, tailoring services through a detailed client intake process and offering both advisory and brokerage/insurance channels.

Nirdesh Patel is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years before joining OSAIC in 2018. Patel is also an agent for Dynasty Retirement and Financial Services, where he is involved in the sales and marketing of fixed annuities and non-variable insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct portfolios that include a range of securities and alternative investments, with accounts managed on discretionary or non-discretionary bases.