Adam O Hare is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously was with Voya Financial Advisors and AGO Financial Consulting LLC. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers various portfolio management options including proprietary and third-party model strategies, with both discretionary and non-discretionary investment implementations.

Abdelkader El Metennani is a financial advisor with Edward Jones in Park Ridge, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Aniba Restaurants Inc for 18 years. He is also an owner and bookkeeping member of Aniba Properties LLC. 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 nationwide network of more than 23,700 financial advisors.

Zachary Baj is a financial advisor at Morgan Stanley in Glenview, IL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and The Orvis Company, along with time spent as a student and a period of extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Yulia Pavelko is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2008. 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 conversations and firm-approved tools to develop client plans.

Amy Kalas is a financial advisor with Morgan Stanley in Deerfield, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ryan May is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He serves on the boards of The Super Jake Foundation and a local organization in Chicago. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Connor Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide annual, non-discretionary recommendations delivered in partnership with client advisors.

Joann Ziegler is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Laura Di Vietro is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. before joining Thrivent Financial and Thrivent Investment Management in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering retirement, tax, estate, and other topics, with options to combine planning with managed accounts under a consolidated billing structure.

Brendan Byrne is a financial advisor with LPL Financial based in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Bankers Bank, Cetera Advisors, Citigroup Global Markets, and JPMorgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and proprietary research to support discretionary and non-discretionary management.

Matthew Marino is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently associated with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gerald Mccabe is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory role, he is the sole proprietor of a privately owned investment property. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analyses.

Jennifer Stapleton is a Series 66-licensed financial advisor with Cetera, where she has worked since 2008. She has 18 years of industry experience and also provides client services at Siegel Accounting & Financial Services and Marvin M. Siegel CPA, PC, both of which are firms focused on financial and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Kelly Switt is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. Prior to joining Cetera in 2025, Switt worked at Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as treasurer for parent associations at his sons’ middle and high schools in Illinois. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

Edward Vrablik is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, LPL Financial, and New York Life Insurance Company. Outside of his advisory role, he serves as president of a condo association in Wisconsin and participates in the NAIFA LUTCF Test Writing Committee. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party platforms.

Zachary Krantz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Mark Purcell is a financial advisor with Robert Baird & Co. in Hinsdale, IL, holding a Series 66 designation and nine years of industry experience. He has been with Robert Baird & Co. since 2015, initially joining Robert W. Baird & Co. before continuing with the firm under its current name. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Glen Hillger is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Derick Enos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent nearly two decades at Scottrade and TD Ameritrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its services through Wealth Advisors while clients retain final decision authority.