Jonathan Blaisdell is a financial advisor with Equitable Advisors in Lockport, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, previously affiliated with Axa Advisors. Outside of his advisory work, he serves as Travel Baseball Director for Lockport Boys Baseball, managing scheduling, recruiting, and planning on a volunteer basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor financial solutions to client goals and risk tolerance.

Kevin Kelly is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Investment Services and LPL Financial. Kelly also leads Legacy Tax & Accounting, LLC, where he manages tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform combining affiliated and third-party investment strategies.

Nicholas Katsoolias is a financial advisor with LPL Financial in Elmhurst, IL, holding Series 63, Series 65, and Series 66 licenses. He has 21 years of industry experience, including 17 years at LPL Financial. Outside of his advisory role, he is involved in non-variable insurance sales through HUB International. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and investment management solutions supported by both in-house and third-party research.

Conor Nelson is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at DWS Distributors, Inc., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combined model of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset portfolios and due diligence on alternative investments.

Rita Boudreau is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances.

Ryan Hagan is a financial advisor with LPL Financial in Glen Ellyn, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anum Melwani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2019, Melwani worked at First Security Trust and Savings and JP Morgan Chase. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fiorelda Doraku is a financial advisor at Merrill with a Series 66 designation and over four years of industry experience. Her prior roles include positions at JP Morgan Chase and Bank of America. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Joseph Mazzocchi is a financial advisor with Edward Jones in Schaumburg, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Community Trust Credit Union and Gold Coast Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Sattley is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2010. Outside of his advisory role, he is a science fiction author and the sole proprietor of High Dive Games, a recreation and art-related business in Arlington Heights, Illinois. He is also employed by Harper Community College in Palatine, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Stephen Cogger is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial, LLC since 2016 and has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2026. Outside of his advisory roles, he works as a hotel security officer at Courtyard by Marriott Elmhurst. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Krout is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2008 to 2017. Outside of his advisory work, he is also an insurance agent engaged in outside insurance sales covering individual and group life, health, Medicare supplement, and property/casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers.

Anthony Raia is a financial advisor with Equitable Advisors in Wheaton, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and operates a wealth management business under the name Wells, Roselieb & Raia Wealth Management. 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 managers. The firm employs a hybrid referral and implementation model, leveraging multiple advisory programs and allowing certain advisors to act as portfolio strategists under approved discretionary authority.

James Mcnamara is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Joseph Sacramento is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. His prior roles include positions at Meridian Compensation Partners, MacLean Fogg, and Lowe's Home Improvement. He also operated a business under the name LIFE LOYAL ADVISORS. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies that address the complex needs of high net worth individuals. Michael takes a systematic approach to develop customized financial plans aligned with each client's unique circumstances, focusing on simplifying the complexities of financial lives through time-tested, goal-based principles. Michael's areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and retirement income. He graduated from Dartmouth College with a bachelor's degree and earned his Juris Doctorate from Northwestern University. Before joining Merrill in 2005, Michael practiced as a corporate and securities attorney for 11 years. He holds professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Chicago Bar Association and the CFA Society of Chicago. In addition to his professional work, Michael participates in community volunteering inspired by the Merrill tradition of serving local communities. His personal interests include chess, genealogy, hunting, and watching movies.

Meagan Fitzgerald is a financial advisor with Merrill based in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 1993 and concurrently associated with Bank of America, N.A. since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arnold Lies is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 employs a structured planning process using firm-approved tools and modeling techniques.

Steven Garrels is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 17 years of industry experience. He previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, 1st Global Advisors, and Borhart Spellmeyer & Company. Outside of advising, he serves as Board Chairman of Harvard Savings Bank, a publicly traded financial institution currently in liquidation. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Andrew Garcia is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Investment Distributors, Inc., Concourse Financial Group Securities Inc., and Protective Life Insurance Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.