Sylvia Juric is a CFP® professional with 42 years of industry experience. She joined LPL Financial in 2025 after spending 30 years with Ameriprise in various capacities. 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 a range of financial planning and investment management services through a large network of advisors and incorporates various portfolio strategies alongside technological tools for operational and research support.

Donald Sharko is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at LaSalle St. Investment Advisors, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, supporting a broad range of investment strategies through a large network of advisors.

Tara Labuda is a Financial Consultant at Fidelity Investments, where she has been serving since 2008 in various roles. Her career at Fidelity includes positions such as Regional Planning Consultant, Vice President Regional Planning Consultant, and Vice President, Financial Consultant, reflecting her extensive experience within the firm. Throughout her tenure, Tara has developed expertise in retirement planning and financial consulting, focusing on helping individuals create clear and confident paths to retirement. She emphasizes the personal nature of retirement planning and builds relationships beyond the numbers. Outside of her professional work, Tara enjoys cooking and baking, participating in family activities, hiking, horseback riding, outdoor adventures, and reading.

Rana Musa is a Planning Consultant with experience in retirement planning, income planning, and investment planning. She has taken an active role in educating clients about these matters to support their financial goals. Rana's professional background includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Service Representative at Fidelity Investments from 2023 to 2024. Prior to that, she worked as a Relationship Manager at Bank of America from 2017 to 2021.

Haley Reiher is a Series 66-licensed financial advisor at Morgan Stanley in Orland Park, IL, with five years of industry experience. Before joining Morgan Stanley in 2020, she worked at Menards Inc. and Talbots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and employer-sponsored financial planning agreements.

Brian Chandler is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

Louis Litwin is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2018, with prior experience at Axa Advisors and Blue Pearl Worldwide. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, retirement plan consulting, and asset management through a network of investment representatives and a range of third-party advisory programs.

Vicky Katwala is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christopher Reiser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Cetera and its affiliates since 2004 and is also a shareholder and director at a CPA firm since 1989. Additionally, Reiser serves on the board of Tricor Systems Inc. and is involved with a private foundation that distributes funds to educational charities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform where advisors can implement various portfolio management strategies through discretionary and non-discretionary services.

Ali Schmitt is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2024, Ali held roles at Sapient Capital LLC, Stifel, JP Morgan, and Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing firm-approved tools to model financial outcomes.

Anthony Fulco is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, he worked for eight years at Fox Valley Auto Group. Outside of his advisory work, he manages rental property in Downers Grove, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Faris Khan is a Financial Consultant at Fidelity Investments, where he has been providing guidance to clients since 2018. He specializes in retirement planning, investment strategy, consolidating assets, income protection, and wealth transfer. With 19 years of experience at Fidelity, he has held several roles including Investment Consultant, Private Client Specialist, Financial Representative, and currently serves as a Financial Consultant. Prior to joining Fidelity, Faris worked as an Investment Specialist at Deutsche Scudder Investments from 2002 to 2005. He has a total of 24 years of experience in the Financial Services industry. Faris holds a Bachelor's degree in Economics from the University of Minnesota. Outside of his professional career, Faris enjoys cars, family activities, reading, skiing, and traveling.

Michael Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation. He has professional experience spanning roles at Morgan Stanley and Morgan Stanley Private Bank since 2025, and previously worked for Internet Brands, Inc. from 2015 to 2025, where he also provides Salesforce administration support outside of business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, emphasizing structured financial planning and a variety of investment and planning tools.

Jeffrey Grigg is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services, OSAIC, and Ameriprise. In addition to his advisory work, he is involved with Grigg Financial Services, a non-variable insurance business. 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 a range of financial planning and portfolio management services, utilizing various investment strategies and technology tools, and supports over 22,800 advisors across diverse client platforms.

Theodore Glotzbach is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He also operates a sole proprietorship focused on insurance sales. OSAIC serves a broad range of clients, including individual and institutional investors, with integrated brokerage and advisory services. The firm utilizes proprietary asset-allocation tools and offers access to multiple advisory platforms, third-party money managers, and a variety of investment products.

Eric Garcia is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022. Prior to his current role, he held positions in the food service industry. Charles Schwab 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. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Nicolas Johnson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at SportsKids Inc. and Butterfield Country Club. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s services emphasize matching clients to appropriate program models or discretionary managers and include offerings such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Guerrero is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Alan Williams is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Prudential Insurance Company of America from 1982 to 2024 and has been with LPL Enterprise since 2024. Williams serves as a board member for Manteno Township, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and other entities through a large network of representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.