Lauren Moore is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill Lynch for 11 years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client decision-making.

Mark Ramseth is a financial advisor at Morgan Stanley with 12 years of industry experience. His prior roles include positions at Charles Schwab, Fifth Third Securities, and Uber. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Raul Gallardo Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JPMorgan Chase bank. 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 through a non-discretionary advisory approach. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Isabelle O Brien is a financial advisor at Morgan Stanley in Chicago, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Blue Hippo ESOP Advisors Inc. and has held various roles connected to Lehigh University and World Cup Gymnastics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Christopher Rodriguez is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at BMO Harris Bank and the Small Business Development Center of MacLean County. 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 advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jennifer Yanz is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 66 certifications. Her prior roles include positions at InterOcean Capital and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Craig Yong is a financial advisor at Morgan Stanley in Chicago, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he was involved in entrepreneurial activities including ownership of Windy City Aquariums, a retail and online store. He also has experience in the restaurant industry and consulting. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Diane Mcgovern is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates for 20 years since 2006. Raymond James & Associates, Inc. is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services through various programs while emphasizing non-discretionary planning relationships.

Jessie Barrett is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, Barrett held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Outside of advising, Barrett is a board member of the Goodfellows Group Partnership, a local philanthropy organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Denis Conlon is a CFP® with 25 years of industry experience. He currently works at OSAIC and has held prior roles at Securities America Advisors, SSN Advisory, and Opus Wealth Partners. Outside of his advisory work, Conlon is an Enrolled Agent who prepares basic tax returns for select clients and family members. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

Michael Breslin is a financial advisor with Cetera in Hickory Hills, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2018 and previously spent over two decades at INVEST Financial Corp. Breslin is also affiliated with Marquette Bank. 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 offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Elizabeth Malysz is a financial advisor at Morgan Stanley in Chicago, IL, holding a Series 66 designation with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning supported by firm-approved tools and modeling techniques.

Bryce Blue is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Korhorn Financial Group and Keystone RV. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Michael Minnis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Minnis serves as a trustee and power of attorney for several family trusts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Lucas Brougham is a financial advisor at Morgan Stanley based in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he held roles at Indiana University and United Healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

Patricia Marsh is a Certified Financial Planner (CFP®) with 34 years of industry experience, currently serving at Morgan Stanley since 2009. She has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management and real estate through ownership and partnership positions in several entities based in Homer Glen, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and capital market assumptions.

Alexander Smith is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Nuveen Securities, LLC, Aon McLagan, and Mechanics Bank. Outside of finance, he has experience in education and worked at Hamilton College for two years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Mark Wanless is a financial advisor at Edward Jones in Hinsdale, IL, holding the CFP® designation and Series 66 license, with eight years of industry experience. He worked at Cree from 2009 to 2017 before joining Edward Jones, where he has been since 2017. 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 advisory programs and associated services, supported by a nationwide network of financial advisors and branch offices.

James Eller is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is an owner of multiple rental real estate properties. Raymond James & Associates is a large dually registered broker‑dealer and SEC‑registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non‑discretionary investment consulting, drawing on various portfolio management styles and affiliated research.

Joshua Davis is a financial advisor with Morgan Stanley in Chicago, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2018, following prior roles at Alimentation Couche-Tard and Northwestern University. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.