Christopher Castaneda is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley and Edward Jones. He serves as treasurer for the Mill Creek Elementary Parent Teacher Organization. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andres Chavez is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial industry, including serving as a Platinum Relationship Manager at Etrade by Morgan Stanley from 2022 to 2023, a Financial Consultant at E-trade from 2019 to 2022, and a Private Bank Fraud Services Specialist at J.P. Morgan Chase Private Bank between 2017 and 2019. His practice focuses on assisting clients through evolving economic cycles with an emphasis on planning tailored to individual needs. Andres provides guidance centered on the longevity of financial plans amid changing market conditions, maintaining transparency throughout the process to outline potential outcomes and gaps. He prioritizes meeting clients where they are today to help plan for retirement aligned with their goals. Outside of his professional work, Andres has personal interests in running and traveling.

Austin Miller is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Arizona and Black Sheep Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Derek La Maide is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. His background also includes roles outside finance at Arizona State University and Starbucks Corporation. 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 tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Paul Vanecek is a financial advisor with LPL Financial in Villa Park, IL, holding a Series 66 designation and 25 years of industry experience. His career includes positions at Old National Bank, First Midwest Bank, and U.S. Bancorp Investments. He also serves as a financial institution duty advisor at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Michael Webb is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at firms including Fiduciary Trust and Avantax, and has operated his own tax preparation and accounting business since 1980. Webb also has experience as an insurance agent selling Medicare supplement plans. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Raymond Kermend is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and previously worked at J.P. Morgan Securities and ABN AMRO Financial Services. Outside of his advisory role, he is involved with Partnerland LLC, a separate business entity 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jeremy Rumps is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Robert Granner is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he manages a residential condominium unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

George Teng is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Teng is also an insurance agent affiliated with MetLife Trails. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Thomas Nolan is a financial advisor with LPL Financial in Westmont, IL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Ameriprise Financial Services in various capacities for 16 years before joining LPL Financial in 2026. Nolan is also the owner of Nolan Wealth Management, where he spends a limited amount of time providing financial advice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Scott Lange is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2009 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Michael Massaro is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, among others. Outside of his advisory role, he is involved in commercial real estate ventures and operates a CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Roberta Lingle is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Craig is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services supported by Wells Fargo research and planning tools.

Nicholas Knapek is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, Bank of America, and Merrill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory, custody, and order-routing arrangements.

James Burner Jr. is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a general partner in Burner Farms LP, a family farm in Naperville. 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 nationwide network of advisors and branch offices.

Gregory Pfaff is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Cetera since 1996 and operates an independent tax preparation business, Accounting & Tax Associates, which he owns and has run since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Glenn Kolososki is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based Corporate Financial Planning agreements.

Joseph Waldvogel is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services. He previously worked for CIBC Private Wealth for 12 years. Waldvogel is involved with the LaGrange Little League as a board member and treasurer, overseeing the organization’s financial operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad set of services including custody, underwriting, and securities-backed lending.