Matthew Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience. Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.

Jeffrey Bonsol is a financial advisor with J.P. Morgan Securities in Carol Stream, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Avatar Securities. 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 through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and A.G. Edwards & Sons. He is also involved in other business activities as a financial advisor with Morton Private Wealth Strategies and Winkates Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using risk profiling and modeling tools and supports municipal and public finance work as well as SIMPLE IRA advisory programs.

Vince Marino is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Magdalena Marinescu is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. Her background includes roles at Verizon and AT&T prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Alvin Boyd is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Uber and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. 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 nationwide network of more than 23,000 financial advisors. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Kindred Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI technologies, and its registered role with the CFTC as a commodity pool operator.

James Czerniak is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley, LPL Financial, and LaSalle Financial Services. He also serves as Chief Investment Officer for Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Scott Zagurski is a financial advisor with Wells Fargo Advisors in Aurora, IL, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. His prior roles include seven years at Citigroup Global Markets and a combined ten years with Wells Fargo Clearing and Wells Fargo Advisors. He has ownership interests in two investment-related businesses based in Naperville, IL. 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 investment and financial planning services, integrating advisory offerings with other financial products and referral channels.

Jake White is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop financial plans and investment strategies. He aims to assist clients in pursuing their financial goals by leveraging his experiences to provide support for better financial outcomes. Jake has held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. Prior to his time at Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Jake has interests in comedy, fitness, football, reading, and soccer.

Giuseppe Anemone is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and JP Morgan. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michael Dorsey is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he assists clients in making informed decisions about their financial futures by understanding their individual goals, values, and priorities. Michael emphasizes building long-term relationships founded on trust and transparency. Michael's career in financial advising includes positions at Fidelity Investments, where he progressed through various roles from Investor Center Account Executive to Senior Account Executive before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Chase Investment Services and New England Financial. He resides in Naperville with his wife and two sons. Outside of his professional responsibilities, Michael enjoys entertaining friends and spending time on the Riverwalk with his family.

Ernest Santeralli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from internal and external sources.

Madelen Betbadal is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, while also maintaining a position with JPMorgan Chase Bank, N.A. since 1996. 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 through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Charles Mowery is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior roles include positions at SAI Financial Services and RMB Capital, as well as various non-financial employment. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with recommendations that may include ESG criteria.

Brian Shriner is a financial advisor with J.P. Morgan Securities in Batavia, Illinois, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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. Their approach integrates centralized due diligence with quantitative and qualitative research and includes capabilities in derivatives and commodities.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. 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 offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.