Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ashley Zarate is a financial advisor with Merrill, holding a Series 66 designation and 2 years of industry experience. She has worked at Merrill since 2015. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ernest Cozzi is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® and Series 63 designations, and has worked with several Cetera-affiliated firms since 2015. He is also involved with Personalized Financial Resources, LLC, where he provides financial consulting and insurance-related services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients with portfolio management, financial planning, retirement services, and access to third-party money managers. The firm supports a range of program structures and investment strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Zachary Perez is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His career includes roles at Merrill Lynch and Fidelity prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Perez is also involved with XGG Collectibles, an entrepreneurial venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Carrie Groszek is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank for eight years. Groszek has been involved with Grand Master Learning, a program aimed at developing critical and strategic thinking behaviors in U.S. schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Mateusz Strojek is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeff Crum is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 1994. He has been in the financial services industry for 35 years, beginning his career as a Financial Advisor at Prudential Bache Securities from 1990 to 1994. Jeff focuses on the process of financial planning at the beginning of client relationships, emphasizing the unique nature of each client's situation. He partners with clients to address what is important to them and their families, developing tailored game plans. Outside of his professional work, Jeff enjoys boating, family activities, fitness, golf, and spending time at the lake. He is also involved in volunteering.

Kelsey Lahue is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining LPL Financial, Lahue worked at Oracle, Brand Certain, Ellkay, Olive, and Cerner Corporation. 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 offers a range of services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of advisors and advanced operational tools.

Himanshu Oza is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he held roles at CVS Health and Nielsen. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Justin Pisellini is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2018. Piscesini also works part-time as a licensed administrative assistant for another financial advisor in his office. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Greg Lewandowski is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Amcore Investment Services, Inc. Lewandowski is based in St. Charles, IL. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by advanced operational and research tools.

Anne Marie Metro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS Financial Services for 18 years prior to joining RBC in 2015. Outside of her advisory role, she maintains a personal membership with Amway. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

Kevin Gilbert is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work experience at Edward Jones and JPMorgan Chase Bank, N.A. In addition to his financial roles, Gilbert has held positions in web development and design-related companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

David Lutsch is a CFP® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Financial and has held prior roles at Cambridge Investment Research Advisors, FSC Securities Corporation, and has maintained a long-term association with Re-Direct Financial Services Inc and Lutsch Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions utilizing proprietary research, third-party subadvisors, and technology tools.

Joseph Batelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank, Foresters Financial, and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and investment management.

Bridget Houser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Platania Financial, HyperAMS, and Maestro Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Brian Richter is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2024 and previously held roles at Equity Services Inc and National Life Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Courtney Kaufmann is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICS Solutions and The Sugar Circle in various roles. Outside of her advisory work, Kaufmann creates content on YouTube. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Hannah Ocampo is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in the hair and beauty industry for over a decade. Morgan Stanley Wealth Management 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 uses structured planning tools to model financial outcomes.

Jennifer Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with 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 and modeling techniques in its advisory process.