Kenneth Small is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at National Planning Corporation for 16 years and held roles at Securities America Advisors. Small is involved part-time in the sale of non-variable life insurance and fixed annuities through Capitas Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using various model portfolios and third-party subadvisors, supported by advanced operational and research technology.

William Anderson is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and proprietary tools, with an emphasis on client responsibility for implementation and ongoing updates.

Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.

Samuel Raheem is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients identify their priorities to build strategies aimed at achieving their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel earned both his Bachelor's and Master's degrees from the University of Illinois at Urbana Champaign.

Ronald Sirt is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and over 25 years associated with FINRA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through a network of investment adviser representatives.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Michael Abbatacola is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cetera and its affiliates since 1992 and currently holds a vice president position at Old Second National Bank, a role unrelated to investment activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Matthew Poole is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Robert Jungels is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside the financial sector, he has been involved with Prairie Path Cycles for over two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Mauricio Guadarrama is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Old National Bank, First Midwest Bank (formerly Banco Popular), and several other financial firms since 2002. 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 variety of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

John Quinn is a financial advisor with Ameriprise in Burr Ridge, IL, holding CFP® and Series 66 credentials and four years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Van's Liquor Store and involvement with the Boys and Girls Club of Greater Dubuque. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brock Renner is a Series 66-licensed financial advisor with Morgan Stanley, based in Oak Brook, IL, and has 21 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Morgan Stanley Private Bank, N.A. Brock previously worked with Display Case, LLC, and Housesale.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates advanced tools such as Monte Carlo simulations and the guidance of a Global Investment Committee.

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

Qureish Esmail is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Woodbury Financial Services for 19 years. Esmail also operates under the DBA Esmail Financial Strategies, offering fixed insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers various managed account programs.

Christopher Phalon is a CFP® and Series 66-registered financial advisor with Edward Jones in Naperville, IL. He has four years of industry experience, including five years at Fairway Independent Mortgage Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds the Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related business entities, including the Miami Marlins and other baseball team ownership groups. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through Investment Adviser Representatives and offers both firm-sponsored and third-party advisory models tailored to client needs.

Adam San Juan is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameritas Investment Corp and Ameritas Life Insurance Corp for eight years. Outside of his advisory work, he is president of ARGO PUBLISHING, LLC, where he is involved as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Alan Madej is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner at Pierce, Madej & Associates. Since beginning his career in May 2007, Alan has specialized in developing customized wealth management strategies and portfolio management services, with a particular focus on education planning, legacy planning, and personal retirement planning. He evaluates and designs asset allocations mindful of tax consequences within comprehensive financial plans. Alan holds a Bachelor's degree in Finance from Indiana University’s Kelley School of Business and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®). He was recognized in 2023 by Forbes as a “Top Next-Generation Wealth Advisor Best-in-State.” Residing in Hinsdale, Alan is involved in his community as a volunteer basketball coach for the Gateway Gators Special Olympics team and participates in the Golfview Hills Men's Golf League. He also enjoys playing paddle tennis and golfing.

Elena Ighodaro is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her background includes roles at Primerica Advisors and Primerica Financial Services, as well as managing her own advisory business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.