Ann Mariani Issel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior roles include positions at Dorion-Gray Retirement Planning, Securities America Advisors, Mack Investment Securities, and Heritage Capital Management. She operates a DBA titled Professional Wealth Advisors for her LPL business. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Patricia Trombetta is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following a three-year tenure at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Everett Thomas is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he collaborates with leaders on strategies for their lifetime goals through benefits optimization, compensation, and wealth planning. Prior to his current position, he held various roles at Fidelity Investments, including Vice President, Wealth Planner (2018-2021), Financial Consultant (2015-2018), Investment Consultant (2014-2015), Financial Representative (2013-2014), and Trader for the Private Client Group (2010-2013). Everett holds a California Insurance License, which supports his professional practice in financial and wealth planning. Outside of his professional work, he engages in personal interests such as baseball, family activities, fitness, golf, and tennis.

Tiffany Francis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase and its subsidiaries since 2016. Outside of her advisory role, she owns and operates a home décor business called The Home Embellisher. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides guidance to clients in areas such as personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael takes a 360-degree view of clients' financial lives, evaluating both assets and liabilities to help identify areas for improvement and assist clients in prioritizing and achieving their financial goals. Michael holds a bachelor's degree in finance from Eastern Illinois University and a Master of Business Administration from Northern Illinois University. He has been in the financial services industry since 2004, with experience in retail banking and life and long-term care insurance sales. He joined Merrill Lynch in 2012 and has served in various roles, including assisting other advisors, managing branch operations, before becoming a financial advisor. He holds professional designations including CERTIFIED FINANCIAL PLANNER4 (CFP), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Michael lives in Algonquin, Illinois, with his wife, Michelle, and their six daughters. He is actively involved in his local community and church, serving on several committees and as a volleyball coach at his children's school. He is a member of the Knights of Columbus and volunteers with organizations such as the 4-H program of Kane County, Feed My Starving Children, and Northern Illinois Food Bank.

Mark Byars is a CFP®-designated financial advisor with Raymond James & Associates, based in Naperville, IL. He has 16 years of industry experience and has been with Raymond James & Associates for 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and a range of portfolio management strategies.

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. MassMutual 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 financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad investment strategy recommendations.

Lukas Rekasius is a financial advisor at Morgan Stanley in Oak Brook, IL, holding the Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at W7S Brokerage Services, Western Southern Life, Globe Life, and Arthur J. Gallagher. Before entering the financial industry, he spent nine years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial planning.

Shaunta Hunter Weeks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of her advisory role, she is a member of Second City Management Group LLC, a residential real estate management and renovation company she owns with her husband. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Michael Forte is a financial advisor with Charles Schwab in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002, including over two decades at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory options supported by multi-asset model portfolios and centralized operational structures.

Walter Cosmo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and the Metropolitan Life Insurance Company from 1994 to 2017, followed by positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related business activities through multiple agencies in Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Alexander Senyshyn is a CFP® with nine years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Private Advisor Group, Fidelity Investments, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Slowik is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993. His current tenure at Fidelity Investments began in 2025, following seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios constructed using systematic methodologies from a broad investable universe.

Daniel Faretta Jr. is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Capital Commodity Investments from 2011 to 2017. Outside of advising, he serves as an assistant paddle tennis instructor at Medina Country Club and is a member of the Darien Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies including managed solutions and separately managed accounts, and maintains a large national network of financial advisors and branch offices.

Sunita Malhotra is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Robert Bauer is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2021. His prior experience includes roles at EMRJ, LLC, Regal Holdings, Palatine Chamber of Commerce, and Waddell & Reed, Inc. 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, third-party asset management, and institutional platforms.

Kevin Troke is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding a Series 66 designation and 27 years of industry experience. He has worked at Sykora & Company, LLC, PFS Investments Inc, and Primerica Financial Services since the early 2000s. In addition to his advisory role, he is a Certified Public Accountant involved in attestation services and tax accounting, and he also participates in the sale of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 financial advisors and $15.5 billion in assets under management.

William Schultz is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 27 years. He is also the owner of a financial planning business operating as an LLC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party managers to tailor portfolios across various asset classes.

Sean Bradshaw is a CFP®-designated financial advisor at Edward Jones in Naperville, IL, with 25 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

John Mullarkey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2012 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Mullarkey serves as a board member for The Reading League Illinois, a nonprofit organization. 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, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.