Justin Fredian is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, Fredian is involved with St. John of the Cross in Western Springs in an educational capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 proprietary tools and the Global Investment Committee’s investment outlooks.

Adam Skotnicki is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors using a range of investment strategies.

Chelsea Wagers is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and U.S. Bancorp Investments, Inc. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, offering a range of Eligible Strategies that may include ESG criteria.

Jeffrey Torok is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Edward Jones from 2016 to 2023. Outside of his advisory roles, he officiates high school girls and boys basketball. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Joel Whitley is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1999 and joining Merrill in September 2007, he has focused on providing comprehensive wealth management services. Joel works closely with his clients to develop personalized financial strategies that reflect their unique goals and adapt to changing market conditions. He specializes in areas including retirement planning, college education planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and corporate retirement plan services. Joel leads The Whitley Colón Group alongside colleagues Cris Colon and Jack Whitley, supporting approximately 120 clients primarily through the Merrill Investment Advisory Program, which operates on a fee-based model without transactional costs. Joel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joel earned bachelor's degrees from both Cortland State and Cornell University. Residing in Oak Park, Illinois, he enjoys golfing, fitness, travel, and spending time with family and friends.

Krishna Lall is the sole advisor at KBL Investment Management and has 28 years of industry experience. He has been with KBL Investment Management since 1982. KBL Investment Management provides portfolio management services to individual clients and families, using a disciplined, risk-managed investment process that incorporates multiple analytical methods. The firm generally avoids short-term trading, options, and margin, and emphasizes regular client communication without performance-based fees or referral compensation.

Kevin Aristide is a financial advisor with Aristide Partners LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. He previously worked at Merrill from 2014 to 2018 before founding his independent firm in 2018. Based in Westchester, IL, he is the sole advisor at Aristide Partners LLC.

William Hackett is a financial advisor at Wave & Breakout L.L.C. in Orland Park, Illinois, with 27 years of industry experience. He previously worked at Waddell & Reed Inc. from 2014 to 2018. Hackett serves as the Finance Committee Chair for St. Julies Billiart Church in Tinley Park, Illinois. Wave & Breakout L.L.C. is an independent firm with a single advisor that offers personalized financial advisory services.

Chris Velisaris is the principal of Velisaris Investment Consulting Services, Inc., an independent firm. He holds a Series 65 designation and has 29 years of industry experience. In addition to his advisory role, he serves as Director of Corporate Finance at GATX Corporation, where he has worked since 1999. Velisaris Investment Consulting Services, Inc. operates as a sole advisor firm based in Brookfield, Illinois.

Brian Durkin Jr. is a financial advisor at Integrated Wealth Planners LLC in Oak Brook, IL, with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various roles from 2014 to 2020. Integrated Wealth Planners LLC is an independent firm providing wealth management services.

Alexandra Baig is a Certified Financial Planner® with 15 years of industry experience. She is the sole advisor at Companions on Your Journey, where she has worked since 2018. Prior to this, she spent one year at Creative Planning. Outside of her advisory role, she consults for the law firm Clancy & Associates, providing Social Security, Medicaid, and Medicare analyses through her non-RIA LLC, Pathways to Benefits. Companions on Your Journey operates as an independent advisory firm.

Gary Fabian is the sole advisor at Gary Fabian and Associates Incorporated, an independent firm based in Riverdale, IL. He holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Stephen A. Kohn & Associates, Ltd. since 2003 and has been involved with Asian Elements, a young Asian professional networking organization, since 2002. Gary Fabian and Associates Incorporated serves clients with a personalized approach characteristic of a single-advisor independent firm.

Martin Mclaughlin is a financial advisor at Rive Capital Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and previously worked at ASB Capital Management LLC from 2005 to 2022. He served as a State Representative for Illinois' 52nd District from 2021 to 2023. Rive Capital Advisors LLC is a supported firm with a single advisor.