Jacquelyn Andrews is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019 and has concurrently worked at Wrights Furniture Warehouse since 2004. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Peter Rhee is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 24 years of industry experience. He has worked at Cetera and its affiliated firms since 2015. Outside of advising, he operates a retail sales business and offers consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Guergana Karaalanova is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Gauen is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wayne Hummer Investments L.L.C. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven investment approaches.

Mayra Escalante is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. 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, delivering its program on a non-discretionary basis.

Sydney Rainey Gay is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to this, she worked in healthcare and retail sectors, including roles at Siloam Home & Wound Care Physicians Inc and Nordstrom. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin Allingham is a financial advisor at Merrill in La Grange, IL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Ameriprise and several other firms across various industries. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Patricia Austgen is a financial advisor at Ameriprise with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advisory services within a large institutional framework.

Dawn Carrico is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendell Woods is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2004. Outside of his advisory role, he is involved in educational ventures focused on tutoring and mentoring students in subjects such as Math, Economics, Accounting, and Finance through entities he owns and operates. 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 when recommending strategies.

Tracie Dubois is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2014. She has been with Fidelity for over 20 years, progressing through various roles including Assistant Branch Manager, Senior Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative II. Throughout her career at Fidelity, Tracie has gained extensive experience in financial planning and investment management. She is dedicated to serving clients and supporting the professional growth of her associates, which she identifies as key motivations in her leadership role. Tracie's long tenure at Fidelity reflects her commitment to the firm and its clients. Specific details regarding her education and personal interests were not provided.

Jacob Olinger is a financial advisor at Cetera with one year of industry experience and a Series 66 designation. Prior to joining Cetera, he held positions at Avantax and has been involved in office administrative roles supporting tax and financial planning services at Strategize Tax Service, LLC and Strategize Wealth Management Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options that include model portfolios, third-party managers, and customized strategies.

Alan Shenker is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley Investment Management and Fifth Third Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Michael Moran is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and is also associated with Morgan Stanley Private Bank, N.A. in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and customized financial planning backed by structured discovery and analytical tools.

Bryan Farrell is a financial advisor at Edward Jones in Chicago, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrea Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Soltis is a financial advisor with Wells Fargo Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he plays bass guitar as a hobby. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning areas and integrates advisory services with various financial products and referral channels.

Michael Webb is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at firms including Fiduciary Trust and Avantax, and has operated his own tax preparation and accounting business since 1980. Webb also has experience as an insurance agent selling Medicare supplement plans. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Jeffrey Neumann is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Alonzo Hinton is a Series 66-credentialed financial advisor with three years of industry experience, currently at Merrill in Orland Park, IL. His previous roles include positions at Bank of America, Edward Jones, and the Federal Reserve Bank of Chicago. Outside of his advisory work, he serves on the boards of the Chicagoland Christian Center Embassy and Union Street Gallery, and participates on a scholarship review committee for Chicago State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.