Julianne Ness is a financial advisor at Fisher Investments with 17 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche AM Distributors, Inc. and LPL Financial. Outside of her advisory role, she serves as secretary for the Woods of Fox Glen HOA. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management with a centralized investment process that utilizes quantitative and qualitative research to construct diversified portfolios.

Rachel Schuck is a CFP® with 10 years of industry experience currently serving as a financial advisor at Edward Jones since 2015. Prior to Edward Jones, she worked at Pub 222 from 2011 to 2017. She also consults on investment decisions for her husband's company, Chicago Private Air, an airplane management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jahkelle Jones is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His work history includes roles at BMO Bank, Wells Fargo Clearing Services, and JPMorgan Securities. Jones is currently based in Schaumburg, Illinois. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

James Mcghee is a CFP® professional with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Ehlert Financial Group, Inc. in 2009. Outside of his advisory role, he serves as a trustee of a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. 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 solutions supported by a large network of advisors and branch offices nationwide.

Kyle Merkling is a CFP® and holds the Series 66 designation, with 10 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Patrick Mc Ewen is a Series 66-licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million 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 advisory strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Scott Green is a Certified Financial Planner (CFP®) with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at The Langham in Chicago and founded an online baking resource called Devil's Food Kitchen, where he creates free baking recipes for amateur and professional pastry enthusiasts. 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 supported by a large network of financial advisors and branch offices nationwide.

Dustin Remmler is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America, Merrill, and Citigroup/Citibank. Outside of his advisory role, he is a freelance classical musician who occasionally performs with orchestral and wind groups in the Chicago area. 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 with client decision-making retained. Their advisory process combines quantitative and qualitative research, offering a range of eligible strategies supported by affiliates for implementation and portfolio services.

Vivek Thayalan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Fidelity Brokerage Services, Bank of America, Merrill, and Citibank. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Joshua Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, Superior Ambulance, and Inventory Returns & Solutions. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Anil Rathi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes eight years at A. G. Edwards & Sons, Inc., followed by ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with third-party analytics to support its investment approach.

Joni Mallory is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company for 33 years. 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.

Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. He has also worked outside the financial industry, including at Amazon and Olive Garden. 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, utilizing model portfolios, third-party asset managers, and customized strategies across various account types.

Michael Coldwell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and 65 licenses and accumulating 25 years of industry experience. His prior roles include positions at Edward Jones and Cuna Mutual Group. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Linda Davis is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James in various capacities since 1993. Outside of her advisory work, she is involved as a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary planning approach tailored to client goals and supports its offerings with advanced analytical tools and technology.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Robert Jensen Jr. is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns rental properties with his spouse, who manages the holdings as a real estate broker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm employs a structured planning process supported by analytical tools and serves a broad range of clients with comprehensive investment and wealth management solutions.

Jack Petras is a CFP® with five years of industry experience currently advising at Wells Fargo Clearing. His prior work includes roles at Golden Trail Advisers LLC and Yeske Buie, Inc., as well as experience at the University of Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 advisors and utilizes research from Wells Fargo Investment Institute along with diversification and modern portfolio theory in its investment approach.

Alexander Lenz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at Fidelity, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. 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 tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework within its recommendations.