Bianca Espinosa is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Robinhood Financial, TD Ameritrade, and Thinkorswim. Outside of her advisory role, she is employed with Ulta Beauty and participates as a panel member for Nielsen Ratings. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models while advising clients on implementation and updates.

Maribel Kerstein is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC for nine years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a mix of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Holly Cotherman is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2010 and holds the Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sarah Udolph is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Hayden Carbine is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Synergy Flavors and Buddyz Pizzeria and attended the University of Illinois at Urbana Champaign. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP, since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from in-house and third-party sources.

Michael Allaway is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience navigating both bull and bear markets. He specializes in customized investment management strategies designed to meet clients’ income and return expectations throughout various stages of wealth accumulation and distribution. His expertise includes LGBT wealth planning, socially responsible and ESG investing, tax minimization, retirement income, and portfolio management services. Michael holds a Bachelor's Degree from Northwestern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community and professional organizations, serving as a board member of the Chicago Jazz Philharmonic and the Glen Ellyn Golden Eagles Youth Football, as well as participating with the Glenbard West Boosters. Outside of his professional commitments, Michael enjoys basketball, football, running, and skiing.

Aaron Cates is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding a Series 66 designation and over 25 years of industry experience. His prior roles include positions at Manning & Napier Advisors, Calamos Advisors, Guggenheim Investments, and other firms. He has been with Wells Fargo Advisors and related entities since 2016. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to serve its clients.

Aseen Amin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. He previously worked at Amin Sons Inc for seven years and Wells Fargo Advisors, LLC for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses advanced modeling tools such as Monte Carlo simulations.

Brian Mcpartlin is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of financial planning and advisory programs, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Ivan Palomares is a financial advisor at Edward Jones in Palos Hills, IL, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eleven years with Fay Servicing LLC. Outside of advising, he is a rental property owner in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

John Lyons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked at Fidelity Investments and has held various roles including positions at the University of Kentucky and several cemeteries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Pamela Bettenhausen is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She is a partner at Strategize Wealth Management Group Inc., where she is involved in training and mentoring independent professionals and serves on the board. Additionally, she owns Strategize Home Solutions LLC, a referral marketing business focused on mortgages. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of investment strategies across discretionary and non-discretionary programs, supporting both high-net-worth and non-high-net-worth clients.

Jim Gee is a financial advisor at Morgan Stanley in Oak Brook, IL, with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is a sole proprietor involved in co-owning residential apartment buildings in Chicago that are professionally managed. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Christine Mountain is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and three years of industry experience. She previously worked with WeReadsBox from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Sergio Guzman is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions in hospitality and construction, as well as academic appointments at the University of Illinois at Urbana-Champaign and College of Dupage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs using a network of Investment Adviser Representatives and third-party asset managers.

Richard Casolari is a financial advisor at Cetera with over 50 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Voya Financial Advisors and ownership of Advanced Financial Concepts, LLC. He is also a vice president and owner of Executive Motivation, Inc. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Jeffrey Preusser is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Morgan Stanley for nine years. He is involved in several entrepreneurial ventures including ownership roles in multiple wealth management support companies such as Loftus & Preusser Wealth Partners and Independent Wealth Partners. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting, portfolio management, and specialized municipal and public finance advisory services.

Anthony Santucci is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients and their families to guide them through comprehensive financial planning processes aimed at achieving their unique life goals and investment objectives. He emphasizes a proactive and disciplined approach, providing clients with support, education, tools, and resources to protect, preserve, and grow their wealth. Prior to joining Fidelity, Anthony worked as a Wealth Management Advisor at LPL Financial from 2014 to 2018. Before that, he served as a Financial Advisor at Edward Jones from 2010 to 2014. This experience has contributed to his expertise in financial consulting and wealth management.

John Orth is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Ameriprise since 2016, transitioning from Ameriprise Financial Services, Inc. to the current entity in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focused on dependable income sources and tax-aware withdrawal strategies.