Carlos Castello is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in the research and health science sectors, including positions at the University of North Texas Health Science Center and the Van Andel Research Institute. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver advice through various proprietary and third-party models and programs.

Erik Johnson is a financial advisor at Edelman Financial Engines in Mokena, IL, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., The Mutual Fund Store, Chase Investment Services Corp., Natcity Investments, and Ameriprise. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a range of accounts and investment strategies.

Adam Clemens is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Advisors Asset Management, RBC Capital Markets, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a broad range of investment capabilities.

Anthony Salomon is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Ameriprise, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles outside finance, such as positions at Dunkin and Ashford House. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings incorporate proprietary research and collaborate closely with clients and advisors to deliver non-discretionary, comprehensive retirement income solutions.

Nikolas Jurgovan is a Series 66-credentialed financial advisor at Morgan Stanley in Oak Brook, IL, with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Louisiana State University and held roles at Glen Ellyn Park District, Glenbard West High School, and Hadley Junior High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 both direct and corporate financial planning services.

David Pokorny is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Cetera and its related entities since 2019 and previously worked at Foresters Financial and Northern Illinois University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and custodial relationships.

Terrence Hill is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior roles include positions at Commonfund Securities, Merrill, Hirtle & Co., and Banc One Securities Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Samantha Stanciu is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior positions include roles at JPMorgan Chase Bank and J.P. Morgan Securities, where she worked for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a variety of advisory programs and specialized services, such as municipal and public-finance work and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Langworthy is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Michelle Piper is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Cetera and Foresters Financial Services throughout her career. Piper is the owner of Piper Wealth Management, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party money managers.

William Cartwright II is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. He has held roles with LPL since 2019 and previously worked with Waddell & Reed and various insurance carriers. Cartwright also operates WECII, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Jean Paul Matiuk is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes specialized capabilities in derivatives and commodities.

Chad Henry is a CFP® with 24 years of industry experience, currently serving at Morgan Stanley in Oak Brook, IL. His prior experience includes roles at UBS Financial Services and Forthright Financial Planning. Outside of his advisory work, he serves as a board member and coach for Aurora Christian Schools. Morgan Stanley Wealth Management provides financial planning and advisory services to individual and institutional clients, utilizing structured planning tools and models developed by its Global Investment Committee.

Wei Yang is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining MassMutual in 2019, Yang worked at New York Life Insurance Company and its affiliate NyLife Securities LLC for 18 years. Outside of advising, Yang serves as chairwoman of the board for a nonprofit community organization (ANCA) and volunteers on the external advisory board for Northeastern Illinois University alumni. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of programs including asset management, money-manager solutions, and educational seminars.

Christopher Goebel is a financial advisor with Ameriprise in Lombard, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Stephen Erutti is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells, Roselieb & Raia Wealth Management, The Boeing Company, Resource One Advisors LPL, and Olivet Nazarene University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Michelle Grist is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Perry Mirocha is a financial advisor with Ameriprise in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory role, he works as a driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

Robert Armstrong is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Equitable Advisors since 2006 and previously advised at Ameriprise Advisor Services from 2003 to 2006. Outside of advising, Armstrong is involved in agricultural activities through ownership and management of the Armstrong Family Farm, which breeds and raises cattle, and he serves on the finance committee of a local church. Equitable Advisors serves a broad client base 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. The firm relies on a range of third-party asset management programs and does not sponsor its own wrap fee program, offering diversified investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.