Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.

Ravi Lakhani is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Gonzalo Villasenor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has been with J.P. Morgan Securities since 2018 and has worked at JPMorgan Chase Bank, N.A. since 2013. Outside of his financial career, he is also active as a musician, performing at various events and gatherings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wendy Smith-Fleming is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop and implement personalized wealth strategies aimed at growth, preservation, and transfer of wealth. She provides ongoing monitoring and updates to these plans while emphasizing service grounded in experience, integrity, trust, and compassion. Her career at Fidelity Investments spans over three decades, beginning in 1991 as a Customer Service Representative. She advanced through multiple roles including Senior Customer Service Representative, Investments Representative, Relationship Manager, Senior Relationship Manager in the Private Client Group, and currently serves as a Wealth Management Planning Consultant since 2018. Prior to joining Fidelity, she held various positions at Mesirow Financial, Inc. from 1987 to 1990 and Midwest Securities Trust Company from 1985 to 1987.

Louis Sanfilippo is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018 and previously with The Financial Resource Network from 2012 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Mary Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Anderson holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Kevin Frank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for sixteen years at Valley Honda and had a brief tenure at Advantage Acura of Naperville. He is based in Naperville, IL. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jackson Glisson is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Paychex, Inc., Arrive Logistics, and United Healthcare. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Regina Schwartz is a financial advisor with Mass Mutual Investors Services in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at MetLife Securities, Inc. for 18 years before joining Mass Mutual Life Insurance Co and Mass Mutual Investors Services, where she has been since 2016 and 2017, respectively. Outside of her advisory role, she operates an insurance brokerage offering individual and group life, health, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services using collaborative, software-driven approaches, with optional implementation of recommendations through brokerage or insurance arrangements.

Jeff Vaughn is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Planning Consultant at Fidelity from 2020 to 2023, and briefly as a Relationship Manager in 2019. His financial services career also includes positions as a Private Client Banker at JP Morgan Chase from 2017 to 2019, and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2017. Throughout his career, Jeff has provided personalized guidance to clients, focusing on helping them build confidence in their financial strategies and work towards their financial goals. He utilizes the resources and expertise of Fidelity to tailor thoughtful strategies and care to the unique needs of his clients. Jeff holds an Arkansas Insurance License. Outside of his professional work, Jeff has interests in art, cars, fitness, music, pets, and snowboarding.

Sunny Gao is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Charles Schwab in Naperville, IL. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Gao serves as a board member for the nonprofit organization Share My Fortune, which focuses on fundraising efforts. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts.

Paul Hoyem is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Thrivent Financial Bank and its affiliated entities since 2002. Outside of his advisory role, he serves as a board member of the Detroit Island Landowners Association, where he participates in the maintenance and management of local docks and roads. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, integrating planning with managed-account services under a consolidated billing option called “WealthPlan.”

Scott Gongorek is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Ameriprise since 2016. 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 planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Mary Schaub is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. She has been with Royal Alliance since 2012 and has operated a self-employed tax preparation business since 1999. In addition to her advisory work, she holds a license for fixed insurance products but is not actively selling. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party programs to construct and manage portfolios across a wide range of asset classes.

Robert Bullard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior roles include positions at David A. Noyes and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across various specialized areas and integrates advisory services with other financial products and referral channels.

Carl Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he supports clients with investments, planning, and education. He works as part of a wealth management team that emphasizes listening to clients, customization of financial strategies, and conservative wealth management to preserve wealth and provide clarity and education. Carl's expertise includes college education planning, retirement income, legacy planning, portfolio management, and tax minimization among other areas. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch in 2019, Carl worked as a CPA at PwC in Chicago. He earned his bachelor's degree from Illinois Wesleyan University. Outside of work, Carl enjoys fishing, running, and spending time with his family. He resides in Wheaton with his wife and two daughters.

Dinesh Saxena is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 35 years of industry experience. His career includes over a decade at New York Life and Eagle Strategies before joining MassMutual. Outside of advising, he conducts insurance sales focused on life insurance renewal commissions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning without discretionary investment management.

Patrick Morrison is a financial advisor at LPL Financial with 22 years of industry experience. He has held positions at LPL Financial since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Patrick holds the Series 66 designation. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Jacquelyn Andrews is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019 and has concurrently worked at Wrights Furniture Warehouse since 2004. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Hailey Papageorgakis is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.