Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

James Larson is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones and Harris Investor Services, Inc. He is also involved in a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and utilizes a broad platform that includes model portfolios, third-party subadvisors, and customized strategies along with technology tools for operational support.

Jared Tryon is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Arbor Research & Trading, Inc., and Cetera Wealth Services, LLC. He is involved with Exemplar Accounting & Tax, providing tax preparation referrals. 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 other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Paul Peterson is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory roles to multiple registered investment companies.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Brian Luedke is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including over two decades at Thrivent Financial for Lutherans and Commonwealth Financial Network, before joining LPL Financial. He serves as a Planning Commissioner for the Village of Richmond, IL. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Suzanne Mui Good is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel, CTL Global, and a 14-year tenure at Experian. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and systematic methodologies in managing model portfolios.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she consults for a skincare products company, Rodan and Fields. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Dennison White is a financial advisor at Edward Jones in Algonquin, IL, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2015. 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 with approximately $1.01 trillion in assets under management. The firm is notable for its large retail advisor and branch network, fiduciary advisory services, and affiliated capabilities including mutual funds and a trust company.

Luis Garcia is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at CVS Caremark and Iontuition. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Joshua Schafer is a financial advisor with Ameriprise Financial Services in Lake in the Hills, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, Equitable Advisors, LLC, and J.P. Morgan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement planning and ongoing advice focused on dependable income sources.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Ryan Bagarella is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith for seven years. His background also includes time at Pappy's Sweet Shop and Purdue University. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Ann Morocco is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Raymond James Financial Services. In addition to her advisory role, she is involved in insurance sales through a sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services employing model-based asset allocation, portfolio optimization, and various managed account strategies.

Brian Crary is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational capabilities.

Daniel Sigman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. His prior experience includes roles at Sigman Wealth Planning, Prudential Insurance Company of America, and NRECA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services that combine extensive product offerings with structured planning processes.

Brad Anders is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles since 2015. Outside of his advisory work, Anders is involved in technology ventures through XGrowth Solutions LLC and has a passive investment interest in Newsmax Media Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies that may incorporate ESG criteria.