John Cahill is a financial advisor with Edward Jones in West Chicago, IL, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been with Edward Jones since 1993. 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 programs, and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Richard Miller III is a Series 66 designated financial advisor with Wells Fargo Advisors in Arlington Heights, IL, bringing 11 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he serves as a board member for the Pac Lofts Homeowners Association in Chicago, where he attends meetings to discuss building operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu addressing areas such as retirement, education, risk management, and specialized services like business-owner transition and special-needs planning, tailoring recommendations through Wells Fargo research and tools.

William Seibold is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Seibold is also a co-owner of Seibold Wealth Management Inc., a separate investment-related practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and offers a variety of specialized planning services to clients meeting certain net-worth criteria.

Dana Irvin is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shaun Floresca is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Alliant Credit Union, CUNA Brokerage Services, Chase Investment Services Corp., and Merrill. Floresca is also involved in non-variable insurance activities related to fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with research and operational tools, while overseeing a large network of advisors and significant discretionary assets under management.

Joshua Morris is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and no prior industry experience. His background includes roles in education and construction, including positions at Calumet College of St. Joseph and MBP Construction. Equitable Advisors serves a range of clients from individuals to institutional entities, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Joseph Joyce is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Work Market, PFS Investments Inc., Field Solutions, and Field Nation, all ongoing since 2010 or earlier. Outside of advisory work, he receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a model-based approach rather than institutional plan management.

Michelle Derkowski is a financial advisor at Morgan Stanley with 31 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets and UBS Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Cesar Gonzalez is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Cetera in 2024, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2008 to 2024. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Camden Krautsack is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Northwestern Mutual and EMC Capital Advisors LLC. Outside of finance, he was involved with Little Joey's Pizza & Pasta for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' individual risk profiles.

Jennifer Neighbors is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Daniel Schipitsch is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2001. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Arthur Siegel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2011 and has operated Arthur E. Siegel Financial Services Ltd since 2000, focusing on health insurance and annuity products alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with varied portfolio management services, offering both discretionary and non-discretionary strategies supported by a large network of advisors.

Audrey Pickering is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Stephen Mactavish is a financial advisor at LPL Financial with 27 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and CAFG Wealth Management. He is involved with Mactavish Financial, an entity supporting his LPL business, and engages in non-variable insurance activities. 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 provides financial planning and advisory services through a large network of representatives using various investment strategies and technology tools.

Robert Watson is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Bank for 18 years before joining Morgan Stanley in 2020. 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.

Kelly Mc Kay is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm and no prior industry experience before that. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets across a broad network of financial advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Joseph Keller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in September 2014, he has focused on assisting business owners, individuals, and their families in managing and preserving wealth through personalized attention and customized, disciplined financial strategies. He works closely with clients to develop tailored plans that align with their long-term goals. His areas of expertise include legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Joseph holds a Bachelor's Degree from Northern Illinois University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph and his family reside in West Chicago, Illinois. Outside of his professional role, he is involved in community organizations such as the Fox Valley Beekeepers Association, Fox Valley Food For Health, and St. Peter Catholic Church in Geneva, Illinois. His personal interests include football, gardening, golfing, pottery, spending time with his family, and traveling.

Michael Puleo is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and utilizing methodologies such as Monte Carlo simulations to model outcomes.

Eric Renouf is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. He previously worked at Wells Fargo NA from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.