Rosemary Iadarola is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses with 40 years of experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services through various platforms and specialized groups.

Eli Mercado is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Mass Mutual Investors Services, West Point Financial Group, Bankers Life, and JPMorgan Chase Bank. Outside of his financial career, Mercado is involved in youth sports as an owner and partner of Illinois Bucs Travel Baseball and coaches teens through RYP Baseball. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Barnes is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Harris Battery Company, CertaPro Painters, Oak Leaf Community Mortgage, Clark Material Handling Company, and UniCarriers Americas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sean Warner is a financial advisor with MassMutual Investors Services in Lisle, Illinois. He holds the Series 63 and Series 65 designations and has 15 years of industry experience, including prior roles at MetLife Securities Inc. Warner also works as a sales agent focusing on property and casualty insurance through Comprehensive Financial Concepts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to develop tailored recommendations.

Paul Sikes is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held various roles within Wells Fargo-affiliated firms since 2012. In addition to his advisory work, he is involved with several nonprofits, serving on finance committees and as treasurer for organizations including PING!, Glessner House, and the Jazz Institute of Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on discrete planning engagements and optional implementation through its brokerage or advisory programs.

Anthony Even is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across multiple client segments.

Cheryl Snook is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. 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.

Deanna Laboy is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley, she worked at Amazon.com, Inc. and Insight Global. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 21 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2004 and previously spent six years with Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kristen Fox is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. She has previously worked at Commonwealth Financial Network and Daley Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and integrates technology and research tools in its offerings.

Ryan Vest is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Homeside Financial, Sentinus Securities, Eagle Strategies, and New York Life. Outside of his advisory work, he is a business owner of 5 Star Sports Training & Fitness, DBA D1 Training. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jill Merritt is a financial advisor at Morgan Stanley with two years of industry experience and holds the Series 66 designation. Prior to joining Morgan Stanley in 2024, she worked in education at Elmhurst School District 205 Jefferson Elementary and is involved with Shred415, a recreation-focused business, where she serves as an employee. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Joseph Vance is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior name Axa Advisors, LLC. Before entering the financial services industry, he worked in retail at Home Goods for two years. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through both proprietary and third-party advisory programs.

Ryan Dragstrem is a financial advisor with Ameriprise Financial Services LLC based in Hinsdale, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He worked at LPL Financial for 11 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured program that integrates algorithmic tools and oversight committees to support tailored retirement income plans.

Gene Becker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and related entities since 2009. Becker has ownership stakes in several investment-related businesses, including MANBECK PARTNERS, INNOVATIVE RETIREMENT ASSOCIATES LLC, and GB PARTNERS LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

Natalie Jump is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has previously worked at Securities America Advisors and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment strategies.