Dezzarae Gedy is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, Gedy worked for Valparaiso Community Schools and Crown Point Community School Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Daniel Wilkinson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include working at Etiquette Financial Partners and service at LaGrange Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management options, supported by a large network of investment adviser representatives.

Jason Souder is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Scottrade and TD Ameritrade prior to joining J.P. Morgan in 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering customized asset allocation advice, investment manager searches, and performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Iliana Levy is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 17 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Drew Cleereman is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley since 2020, as well as positions at Private Client Services, Nicolet National Bank, and Lake Forest College. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Nancy Young is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 49 years of industry experience. She has been with various Morgan Stanley entities since 1998, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Nancy serves as a member of the leader council for Mercey Home for Boys and Girls. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market models.

Sean Lannan is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 13 years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Edward Stanislawek is a financial advisor at Fidelity with a Series 66 license and no prior industry experience. His work history includes roles at Scott Harris and Scobie Martin, as well as several positions held during his education at the University of Illinois Urbana-Champaign and Oak Lawn High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including funds-of-funds and model portfolios.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Nathaniel Viberg is a financial advisor at Charles Schwab in Chicago, IL, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Fidelity Investments, and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management backed by multi-asset model portfolios and a centralized operational structure.

Darek Chlipala is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following a 17-year tenure at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party money managers.

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual and its affiliates since 2013, following a one-year tenure at Northwestern Mutual Investment Management. Jasper is also licensed as a life and health insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning engagements.

David Purkey is a financial advisor with Morgan Stanley in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a small eBay business selling personal items. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and guided by the Global Investment Committee’s research. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Alexander Choi is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with two years of industry experience. His background includes roles at Morgan Stanley, GoPuff, PGA Tour Superstore, and Amazon, as well as work related to Ohio State University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory services supported by structured discovery processes and firm-approved planning tools. The firm manages a broad range of client assets and offers various investment programs without providing individual security recommendations as part of standalone financial plans.

Christopher Lam is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Progressive Insurance, and T-Mobile. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Humberto Raya Vazquez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in bespoke wealth strategies, multidisciplinary financial planning, and customized investment solutions for individuals and families. He combines a foundational background in retail banking with an international perspective to assist clients in navigating complex financial landscapes. Humberto began his career in financial services as a bank teller and progressed through various operational and client-facing roles before transitioning to financial advising. This experience has provided him with a comprehensive understanding of banking, lending, and advisory processes. With over eight years in the financial services industry, Humberto holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He approaches wealth management by understanding each client's unique goals, values, and life priorities, creating tailored strategies aligned with their specific risk tolerance and long-term objectives. Humberto emphasizes discipline, patience, and a long-term perspective to help clients achieve financial freedom and lasting success. Humberto's personal interests include football, hunting, soccer, spending time with his family, swimming, and traveling. He is bilingual in English and Spanish and holds a High School Diploma from Parkway High School.

Todd Raclaw is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Raymond James and its affiliates since 2011. Outside of his advisory role, he is president of Todd Raclaw Investments, LLC, a support company established for payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to assist clients with goal-based investment decisions.

William Fitzgerald IV is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, Northwestern Mutual Investment Services, and held various positions at educational and recreational institutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver its services.

Joseph Mardirosian is a financial advisor at Morgan Stanley with a Series 66 designation and experience dating back to 2015. His career includes roles at U.S. Bank Global Fund Services, RSM US LLP, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Devin Price is a financial advisor at Edward Jones in Lombard, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served five years in the United States Army and worked at McMaster-Carr. He is currently applying to join the Military Academy Liaison Officer program, where he would volunteer to assist students with West Point and ROTC applications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.