William Johnson is a financial advisor at Edward Jones in La Grange, IL, holding a Series 66 designation. He has approximately one year of industry experience, with previous roles at Regions Bank, State Farm, Marriott Hotel, and William Blair. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Jamiolkowski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at the Mizzou Recreational Facility and the C.W. Avery YMCA. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Joseph Cronin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a long-standing involvement with Troon Golf spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

Zackary Mappa is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors, LLC, Inland Securities Corporation, and ran Mappa Wealth Management. Outside of his advisory role, he is a partner at Acouple_offoodies, a technology venture based in Chicago. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies.

Dillon Kane is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Northern Trust Securities and Raymond James Financial Services, in addition to multiple terms with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Kapala is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Harris Investor Services, Inc., FIFTH THIRD SECURITIES, Inc., and Harrisdirect LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, supported by a large network of investment adviser representatives and advanced advisor tools.

Joseph Spataro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include ten years with Waddell & Reed Inc. and various insurance carriers, as well as involvement with the Wicker Park Bucktown Chamber of Commerce. He is also associated with Rincker Investments, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of over 22,800 advisors and proprietary operational tools.

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 CFP® and CFA® credentialed advisor with 15 years of industry experience, currently with Charles Schwab in Chicago, IL. He has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank, SSB since 2022. 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 both non-discretionary and discretionary investment solutions, combining multi-asset portfolios, written advice policies, and due diligence on alternative investments within an integrated operational framework.

Timothy Winters is a financial professional affiliated with Cetera, holding Series 65 and Series 63 licenses and possessing six years of industry experience. He has worked at various Cetera entities since 2022 and previously operated Winters Insurance LLC and Winters Insurance Agency. Winters also has a long tenure with the Chicago Park District spanning nearly two decades. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of advisors and provides access to both affiliated and third-party investment managers across various program platforms.

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 at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Equity Group, LLC for five years. His other business activities include serving as a trustee for a close family friend and holding power of attorney for his spouse in investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to provide a range of brokerage and advisory solutions.

Lisa Torres is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through various advisory programs. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Nicholas Garvey is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked for Mercedes Benz of Orland Park for ten years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Robert Lesny is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63, Series 65, and Series 66 licenses with 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously worked at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to support its recommendations, which may include ESG considerations.

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.