Edward Hungler is a Certified Financial Planner (CFP®) affiliated with Edelman Financial Engines, with 24 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. He serves as a trustee for the Robert S. Saalfield III Estate and Trust and is a volunteer board member and Long Term Planning Chair at North Shore Country Club. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner guidance and online tools. The firm manages diversified portfolios with a long-term focus and serves approximately 477,000 clients with a range of advisory solutions, including unique product exposures such as direct-indexing and alternative private funds.

Marshall Watanabe is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and offers custodial and trade execution support via Pershing and BNY Mellon Advisors.

Sarah Bolous is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and U.S. Bancorp Investments. She currently serves as a Senior Private Banker at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research tools and a broad platform of financial services.

Janice Kass is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Kass And Moses PC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Karina Munji is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. She has been with various Cetera entities since 2015 and previously worked at Vijay Thakkar and Associates Ltd. Outside of finance, she works as a freelance audio transcriber for multiple companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Tracy Miller is a financial advisor with LPL Financial and holds a Series 66 designation. Miller has 11 years of industry experience, with prior roles at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and technology tools.

Benjamin Miller is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2024. Prior to joining Raymond James, he was with UBS Financial Services Inc for 15 years. He is an officer involved in neighborhood management for The Preserve at Long Grove. 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 and pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by proprietary research and a range of portfolio management styles.

Patrick O'Connor is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has been with Wells Fargo Advisors since 2011. Outside of his work at Wells Fargo, he co-owns Armada Financial Partners Ltd with his spouse. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, with specialized services requiring specific advisor credentials.

Ellen Tippow is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Capital One and Synchrony Financial. Tippow is a co-owner of PaxCo LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Ernesto Aranda is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise in Crystal Lake, IL. His prior experience includes roles at The Huntington Investment Company and Bank of America. He has also been affiliated with DePaul University since 2016. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

Christopher Stanphill is a financial advisor at Equitable Advisors with 27 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Equitable Advisors since 1999, including during its affiliation with AXA Advisors. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver tailored investment solutions.

Nirdesh Patel is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Outside of his advisory role, he is involved as an agent with Dynasty Retirement and Financial Services, focusing on fixed annuities and non-variable insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization tools and offers a range of brokerage and advisory services through a multi-advisor platform.

Lesley Torres is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co Inc., Magnit, Paylocity, and Edgars Landscaping Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by strategic asset allocation and a formal alternative investment process.

Heather Pateros is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its advisory services.

Daniel Sano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following a 17-year tenure at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative screening with qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment management entities.

Robert Mclaughlin is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2016, currently based in Deerfield, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored client recommendations.

Peter Dubois is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various capacities since 2009, including the Private Bank since 2015. He serves on the Investment Committee of North Shore Congregation Israel, a nonprofit organization based in Glencoe, Illinois. 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, utilizing structured discovery processes and firm-approved planning tools.

Marvin Heiman is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and previously worked at Sussex Financial Group, Inc. for 38 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a variety of strategic and tactical investment options.

Richard Augustine Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked at SagePoint Financial, Lincoln Financial Advisors, and Austin Bancorp. Outside of his advisory role, he serves as president of R.J. Augustine & Associates, a firm providing tax, accounting, and strategic business services, and is treasurer of the Founders Club Homeowners Association. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment strategies and third-party manager programs.

Brian Mondi is a financial advisor with Ameriprise in Glenview, IL. He holds a Series 66 designation and has been in the industry since 2020, including six years at PremierFMS prior to joining Ameriprise in 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a detailed Recommendation Report and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a structured investment framework tied to Ameriprise-managed assets.