Tommy Pirvu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill, Bank of America, and SS&C Tech Inc. He is based in Lake Forest, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative and qualitative research to support its recommendations.

Jennifer Donohoe is a CFP® professional with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Stephanie Barnett is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. since 2015. Barnett is based in Libertyville, IL. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to support goal analysis and recommendations.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Teresa Chadha is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. She has been with J.P. Morgan Chase Bank, N.A. since 2007. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to develop model asset allocations, offering a program that emphasizes client decision-making and includes broader derivatives and commodities capabilities.

Kelly Ipjian is a financial advisor with LPL Financial based in Lake Forest, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His previous roles include positions at OSAIC, Triad Advisors, Alera Investment Advisors, GCG Financial Services, and Securian Financial Services. 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 range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Christine Kusher is a Series 66-licensed financial advisor with LPL Financial, based in Gurnee, IL, and has 23 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, where she has worked for over a decade. Outside of her advisory work, she is also a self-employed musician. 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 a wide range of financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Sara Putz is a financial advisor with LPL Financial based in Salem, WI, holding Series 63 and Series 66 designations and having 15 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Community State Bank. Putz also manages a farmland homestead as a side activity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

Stephen Yates is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2010, including Morgan Stanley Private Bank, N.A., since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities in Libertyville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley. Outside of finance, he performs as a musician in a cover band. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process integrates quantitative and qualitative research and may include ESG considerations.

Brent Anderson is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and affiliated implementation services.

Joseph Egan is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Merrill from 1995 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools, while serving clients through both individual and corporate arrangements.

Nikolaos Balis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities since 2014. 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 within a non-discretionary advisory framework.

Michael Ranieri is a financial advisor with Thrivent Investment Management in Gurnee, Illinois, holding a Series 66 designation and having 23 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering various topics and offers the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Wayne Hummer Investments for 20 years before joining LPL Financial in 2025. His credentials include Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Colleen Kehoe is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. Her career includes roles at MassMutual Life Insurance Company, Ameriprise, American United Life, Wela Financial, and Thrivent Financial. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and offering specialized services such as divorce and estate-settlement planning.

Mark Kohnke is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2000 in various roles, including Primerica Advisors since 2006. Outside of his financial services career, he operates a delivery service business and works as an Uber driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies supported by third-party asset managers and custodial services. The firm serves a large network of advisors and emphasizes model-driven portfolio recommendations rather than institutional or pension plan management.

Carolyn Rowland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and also has roles with affiliated firms dating back to 2014. Outside of her advisory work, she supports an environmental services training business as an administrative assistant. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.