Nikole Galanes is a financial advisor with Primerica Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been associated with PFS Investments Inc. since 2008 and Primerica Financial Services since 2003. Outside of advisory work, she is involved in business activities related to sales of loan products and home services referrals through Primerica affiliates. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure for its services.

John Passananti is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Equitable Advisors since 2002, including its prior iteration as Axa Advisors. Passananti serves on the board of JDRF Illinois, supporting the organization’s mission and research agenda. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and uses both proprietary and third-party asset management solutions tailored to client risk profiles.

Samuel Varzino is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience at Saint Andrews Capital. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models, providing a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elijah Muhammad is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at PFS Investments, Inc., and multiple healthcare institutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm emphasizes a wrap-fee structure and utilizes third-party asset managers with oversight from Primerica.

Joseph Schoenhardt is a financial professional at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent over 20 years at Securities America Advisors, Inc. and Securities America, Inc. Schoenhardt is also involved in the insurance business as an agent, focusing on property, casualty, and medical insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple platforms to construct portfolios that include a variety of asset types and management options.

Scott Bowman is a financial advisor with Edward Jones in Hinsdale, Illinois, holding Series 63 and Series 66 credentials and with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory work, he is a member of Wild Card Racing, LLC, an entity established to facilitate use of a garage at the Autobahn Country Club. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Kost is a financial advisor at Edward Jones in Elmhurst, IL, holding CFP® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Townsend is a CERTIFIED FINANCIAL PLANNER™ professional with 33 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent two years at Waddell & Reed, Inc., as well as two years with various insurance carriers for W&R insurance agencies. 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 wide range of clients, including individuals, high-net-worth clients, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Giulio Liotine is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He brings extensive experience in financial services, having begun his career in 2002 and joined Merrill in 2009. Giulio specializes in managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Giulio served honorably in the U.S. Army and earned a Bachelor’s Degree from Eastern Illinois University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Italian. Giulio’s approach centers on understanding his clients’ needs through close collaboration to craft customized financial strategies aimed at helping them pursue their goals. Outside of his professional commitments, Giulio spends time with his wife and children and enjoys activities such as biking, chess, golfing, hiking, reading, and running.

Cynthia Cooper is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Edward Jones since 2015. Cooper is also associated with Sanders Morris Harris, Inc. since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Justin Rosenblume is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he held positions at the Federal University of Parana, The University of Iowa, Chicago Bridge & Iron/APTIM, and Terracon Consultants, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Michael Young is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor for an estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Alexandra Sanchez is a financial advisor at Morgan Stanley in Oak Brook, IL. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2025. Prior to her advisory role, she gained experience working in the restaurant industry and held several educational roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Clint Verhagen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, Verhagen serves as a member of the Lions Club, vice president of a local preschool board, and treasurer of a service organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Alan Moravec is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on financial planning topics without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Alfred Macaluso is a Series 66 licensed financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates PVI Capital Advisors, where he serves as trustee for linked 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu using Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Carson Walker is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, with prior experience at Bank of America and Merrill. Outside of his advisory work, he is a part-time rideshare driver for Uber and is involved in golf course maintenance at Ruffled Feathers Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and fiduciary services.

Ronald Manso is a CFP® with 40 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. He serves as president of RM Financial, Ltd., a personal corporation, and owns Porte Brown Wealth Management, LLC, which provides financial services. He is also a director of the John H & Ann G Rhodes Foundation, a scholarship foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of investment management and consulting services across multiple program platforms and manager options.

Elliot Hann is a financial advisor with Equitable Advisors located in Oak Brook, IL. He holds Series 63 and Series 66 credentials and began his advisory career in 2025. Prior to joining Equitable Advisors, he completed an internship at Morgan Stanley and has experience working outside the financial industry. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Adam Dziubinski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services. Outside of advising, he owns and operates Ledaddy Lights, a business that makes and sells 3D printed items. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial advisory services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with multiple program structures and access to third-party money managers.