James Kapala is a financial advisor with LPL Financial in Orland Park, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Harris Investor Services, Inc. since 2008 and LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Joseph Spataro is a financial advisor with LPL Financial in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers associated with W & R Insurance Agencies. Outside of his advisory work, he is involved with Rincker Investments, LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and various technology-driven investment solutions.

Brady Metzler is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Indiana University, AMERIPRISE FINANCIAL SERVICES, LLC, WealthQuest, Breakout Games, Flag Football Fanatics, and Cincinnati Hills Christian Academy. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Heather Shintaku is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Yang Wang is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank, SSB since 2022. Based in Chicago, IL, Wang's background is rooted in working across Schwab’s affiliated entities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using a multi-asset model portfolio approach supported by centralized operations and extensive due diligence on alternative investments.

Timothy Winters is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with COUNTRY Capital Management Company and managed his own insurance agencies. Winters has also been employed by the Chicago Park District for nearly two decades. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Paige Kerr is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in real estate ownership in Northfield, Illinois. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendation reports in partnership with its financial advisors.

Sayre Chick is currently a Planning Consultant at Fidelity Investments, a role they have held since 2026. In this position, Sayre collaborates with clients to develop financial plans aimed at achieving their financial goals, emphasizing trust and reliability in client relationships. Sayre's experience in the financial services industry includes previous roles at Fidelity Investments, such as Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). Prior to joining Fidelity, Sayre worked as a College Financial Services Representative at Northwestern Mutual from 2023 to 2024. Outside of their professional work, Sayre's personal interests include fishing, fitness, golf, snowboarding, and traveling.

John Puthenveetil is a financial advisor with Wells Fargo Clearing in Munster, IN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory work, he serves as a trustee for a close family friend and holds power of attorney for his spouse in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Lisa Torres is a financial advisor with Morgan Stanley in Chicago, IL, holding Series 66 and Series 63 credentials and having nine years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, where she spent a combined 29 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and advisory programs without providing individual security recommendations as part of its standalone financial planning services.

Nicholas Garvey is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked for Mercedes Benz of Orland Park for ten years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Robert Lesny is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at PNC Investments and JPMorgan Chase Bank. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Nicholas Boi is a financial advisor with Robert W. Baird & Co. in Chicago, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custodial services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Graeme Wilson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of finance, he coaches at Chicago Elite Fitness, a CrossFit, Olympic lifting, and powerlifting gym. Morgan Stanley Wealth Management is an 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 structured planning tools to support its advisory process.

Paulina Matel is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015 and 2016, respectively. In addition to her work in finance, she is affiliated with Dominican University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning services that utilize firm-approved tools and modeling techniques.

Dezzarae Gedy is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, Gedy worked for Valparaiso Community Schools and Crown Point Community School Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Daniel Wilkinson is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has previously worked at Etiquette Financial Partners and LaGrange Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Jason Souder is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he was employed at TD Ameritrade and Scottrade from 2014 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Iliana Levy is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 17 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Drew Cleereman is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley since 2020, as well as positions at Private Client Services, Nicolet National Bank, and Lake Forest College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.