Roy Mason is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Mason has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Philip Cantore is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Edward Jones and previously worked at Healthpro Heritage, Select Rehabilitation, and Therapy Masters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Loredana Rickard is a financial advisor at Ameriprise in Elgin, IL, holding a Series 66 designation with one year of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Kevin Osborn is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at tastytrade, Inc., Brookstone Capital Management, Fifth Third Bank, Cetera, and MB Financial Bank. Outside of finance, he is involved in the music business as the sole proprietor of Kevin R. Osborn Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools for its structured financial planning process.

Craig Christell is a financial advisor with Edward Jones in Arlington Heights, Illinois, holding Series 63 and Series 66 registrations and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is involved in real estate partnerships including hotel room rentals and other rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services and operates under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Stephen Mc Lean is a CFP®-credentialed financial advisor with 13 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, following roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.

Matthew Purmal is a Financial Consultant at Fidelity Investments, where he collaborates with clients to design personalized retirement and financial strategies aligned with their goals. He focuses on individual risk tolerance and long-term objectives to develop approaches aimed at achieving financial confidence. Utilizing advanced technology and the support of a dedicated team, Matthew provides current and comprehensive insights to assist clients in making informed decisions. Matthew's professional experience includes roles at Fidelity Investments since 2023, initially as a Planning Consultant before becoming a Financial Consultant in 2025. Prior to that, he worked at Edward Jones from 2018 to 2023 in various capacities, including Financial Advisor, Client Transition Specialist, and Financial Advisor Career Development. Outside of his professional work, Matthew enjoys boating, fishing, fitness, hiking, outdoor adventures, and skiing.

Andrew Coleman is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Osaic since 2025. He previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, Coleman is involved with The Next Level Planning Group, where he provides financial advice and sells fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a wide range of brokerage and advisory services through a multi-advisor platform.

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.

Morton A Hart is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Evan Parry is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, following prior roles at Charles Schwab and Morgan Stanley. 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 with client-directed decision-making.

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.

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.

Katarzyna Cudzich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2021 and previously spent seven years at Jane's Hallmark. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donna Mijatovic is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at UBS Financial Services since 2024 and previously spent 24 years with Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

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.

Kevin Mott is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 advisors.