Loc Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2010. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Bash is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith and Norcomm Public Safety Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, and provides specialized planning services for clients meeting certain net-worth thresholds.

Mohamad Nasir is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Allied Asset Advisors, Guidance Investments, and related firms. Nasir is also a member of the Illinois State Employees Retirement System, attending meetings on retirement benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning processes that focus on investment categories and strategies.

Robert Terrazzano is a financial advisor at Edward Jones in Hinsdale, IL, holding a Series 66 designation with experience spanning multiple roles at Edward Jones and BMO Harris Bank since 2016. His career includes five years at BMO Harris Bank and multiple engagements with Edward Jones starting in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, personal retirement planning, and values-based investing, including socially responsible and Environmental, Social, and Governance (ESG) investing. William and his team aim to provide personalized strategies and best-in-class services that simplify clients' financial lives, allowing them to focus on what matters most. With over two decades of experience, William helps clients develop tailored financial plans that incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. William earned his Bachelor's degree in Business Administration, majoring in Finance, from the University of Notre Dame. Outside of his professional work, William is active in his community. He participates in organizations such as the American Youth Soccer Organization, Chicago Wilderness Corporate Council, Horizons For Youth, and the One Earth Film Festival. Additionally, he serves on the executive board of AYSO Region 300 and the Declan Drumm Sullivan Foundation. William enjoys basketball, biking, boating, hiking, refereeing, soccer, swimming, traveling, and spending time with his family.

Michael Runge is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to develop financial plans.

Patrick Norwood is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He collaborates closely with clients, focusing on understanding their goals and ambitions through careful examination and thoughtful dialogue to achieve meaningful outcomes. Prior to his current role, Patrick served as a Financial Advisor at Merrill Lynch, Pierce, Fenner and Smith from 2019 to 2022. His earlier experience includes positions as Head Trader at Usonian Investments (2017-2019), Senior International Trader at Advisory Research (2014-2017), and International Equity Trader at William Blair and Company (2006-2014). Outside of his professional work, Patrick has interests in fitness, golf, parenthood, reading, running, and soccer.

Douglas Carr is a CFP® and ChFC® with 31 years of industry experience. He is currently with Cetera and previously worked at VOYA Financial Advisors. In addition to his advisory roles, he has operated as an independent insurance agent specializing in fixed insurance products for over three decades. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Brian Dombroski is a financial advisor with LPL Financial, holding Series 66 and Series 65 designations and over 22 years of industry experience. His prior experience includes roles at BMO Harris Financial Advisors and JP Morgan Securities Inc. There are no notable outside business activities reported. 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 a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Ulit is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he holds a real estate license in Wheaton, Illinois. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, supported by proprietary research and planning tools.

Cara Alalade is a financial advisor at Edward Jones in Naperville, IL, holding the Series 66 designation with two years of industry experience. She previously worked at Edward Jones from 2017 to 2024 and at US Bank in 2016. Outside of her advisory role, she co-founded an LLC intended for future rental property investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Frank Sayers is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo and Cetera. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including model portfolios delivered to intermediary platforms.

Nathan Mc Catty is a CFP®-certified financial advisor with Edward Jones in Lockport, IL, bringing eight years of industry experience. Before joining Edward Jones in 2018, he worked in real estate with Century 21 and had brief roles at Wells Fargo and Houlihans Restaurants. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Damon Griffin is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at J.P. Morgan Securities LLC for two years and held positions at Onemain, Old Plank Trail Bank, and Walgreens. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory programs.

Ronald Petrucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997 and has held roles at multiple firms including RMP & Associates and BMS CAT. In addition to his advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Michael Mcdonnell is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial for 19 years before joining OSAIC in 2024. Mcdonnell holds the Series 63 and Series 65 licenses. Outside of his advisory role, he assists in day-to-day operations for a related financial business and serves as a licensed agent helping clients with fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services and employs various asset allocation and portfolio management tools across multiple advisory platforms.

Nolen Howe is a financial advisor at Edward Jones in Sidney, ME, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Spire Investment Partners, Legacy Wealth Management Inc, JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Bittman serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, and businesses in developing comprehensive strategies to manage their wealth. His approach centers on understanding clients' goals to create tailored financial plans and implement them collaboratively. Anthony leverages Merrill's investment insights alongside Bank of America's banking services to address various aspects of clients’ financial lives. He emphasizes periodic reviews and revisions, building trust-based relationships to deliver attentive service aimed at helping clients pursue their financial objectives. Anthony joined Merrill in 2018 and has expertise in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds a bachelor's degree in economics from Indiana University Bloomington and carries several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). In addition to his professional commitments, Anthony is engaged in his community and participates in local organizations such as the Delta Chi Fraternity. He enjoys spending his free time with family and friends, golfing, attending concerts, working on project cars, cooking, and watching movies.

David Lewandowski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 11 years. Lewandowski is also the owner of a C-Corporation that sells term and permanent life insurance, health insurance, and fixed annuities through various brokerage firms. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools, multiple advisory platforms, and access to third-party money managers.

Christopher Quinn is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 17-year tenure at TD AMERITRADE Inc. He has also been involved with ISD 41 since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within a large integrated client service platform.