Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Elena Ighodaro is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services for over two decades. Her background also includes operating her own advisory practice and roles outside finance with Ashley Furniture and Leaf Home Water Solutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Inakshi Sukhani is a financial advisor at Edward Jones in Oswego, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at US Bancorp Investments, US Bank, JP Morgan Securities, JP Morgan Chase, and MB Financial Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nathan Middel is a Financial Consultant at Fidelity Investments. In this role, he works with clients to identify their financial goals and build plans to achieve them, providing ongoing support through communication and customer service. Nathan has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This experience has given him insight into various aspects of financial planning and client relationship management. Outside of his professional work, Nathan enjoys biking, family activities, golf, reading, and traveling.

John Heim is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Aurora, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Toby Alattar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and was previously with PNC from 2014 to 2016. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Elder is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and operates his own firms providing financial and tax services. In addition to his advisory work, he serves as a board member for a nonprofit bakery and maintains a CPA practice focusing on tax preparation and review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Viktor Kuru is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of finance, he teaches music and occasionally performs as a violinist. 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 a centralized operational structure.

Jeffrey Prentice is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 33 years of industry experience. His career includes roles at Securian Financial Services, Financial Design Group, and positions managing his own firm, Prentice Financial Services, Inc. He is also involved in life settlements through approved vendors associated with Cetera. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Yifan Bian is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via its integrated platform.

Nicholas Beis is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Wilson & Wilson Estate Planning & Elder Law LLC and Bellock & Coogan Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios and fund-of-funds, and is noted for its use of systematic methodologies and formal governance procedures.

Bharati Thakkar is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked with Cetera Investment Advisors LLC since 2020 and Cetera Financial Specialists since 2013. Outside of her advisory role, she is involved as an assistant in accounting, tax, and financial services at Vijay Thakkar and Associates Ltd. Cetera Investment Advisors LLC is an SEC-registered firm that serves a diverse 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 options, financial planning services, and access to third-party money managers.

Stephen Williams is a CFP® professional at Thrivent Investment Management with 28 years of industry experience. His career includes positions at Harris Investor Services, Inc and Huntington Bank prior to joining Thrivent. He is based in Naperville, IL. 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 across various financial topics, offering these services either on a one-time or ongoing basis.

Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities from 2007 to 2024 before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Arthur Remiasz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at JPMorgan Chase Bank, N.A. from 2012 to 2018. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.