Joseph Mazzocchi is a financial advisor with Edward Jones in Schaumburg, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Community Trust Credit Union and Gold Coast Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Sattley is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2010. Outside of his advisory role, he is a science fiction author and the sole proprietor of High Dive Games, a recreation and art-related business in Arlington Heights, Illinois. He is also employed by Harper Community College in Palatine, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

James Mcnamara is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kristen Graham is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Aon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine planning with managed-account programs, while keeping these services separate.

Steven Garrels is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 17 years of industry experience. He previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, 1st Global Advisors, and Borhart Spellmeyer & Company. Outside of advising, he serves as Board Chairman of Harvard Savings Bank, a publicly traded financial institution currently in liquidation. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Andrew Garcia is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Investment Distributors, Inc., Concourse Financial Group Securities Inc., and Protective Life Insurance Company. 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 strategies, affiliated mutual funds, and operates under a fiduciary standard.

Steven Bergmann is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Equitable Advisors from 1999 to 2003. Bergmann also provides notary services and sells non-variable insurance products to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a focus on combining scale and diverse financial offerings alongside its advisory platform.

Samuel Roller is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 65 licenses and with two years of industry experience. His prior work includes roles at DHI Mortgage Company and Moody Bible Institute. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of planning topics without including implementation of those recommendations.

Noah Bischoff is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of experience in the industry. Prior to joining Fidelity, he held positions at firms including RNL ScaleFunder and has a diverse background with roles in various sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio construction using proprietary fundamental research combined with quantitative and algorithmic methods.

Ashleen Davey is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, following two years at BMO Harris Bank. She serves as a successor trustee for a family trust outside of her advisory role. Merrill, together 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Strotman is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he sells sports trading cards and memorabilia from his personal collection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nathan Elby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored strategies including retirement income planning, portfolio management, tax minimization, and family wealth management planning. His expertise encompasses financial planning, retirement income planning, tax-efficient portfolios, cash flow analysis, and estate planning services. Nathan grew up during the Great Financial Crisis, which inspired him to help individuals and families prepare for financial uncertainties. He earned a Bachelor's Degree in Finance from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. He focuses on offering financial plans characterized by honesty, transparency, and service. Beyond his professional work, Nathan is involved in community activities such as serving as a Track & Field Coach and participating in the Villas of Boulder Ridge Homeowner's Association. He also contributes to financial literacy through Junior Achievement.

Jack Algrim is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at LogiClean, Athene, and multiple educational institutions. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and data-driven modeling.

Nilesh Patel is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mass Mutual Investors Services since 2014. He is also involved in ownership and sales activities at RDR Financial Group, LLC, focusing on individual life, health, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning supported by software tools and educational seminars.

Michael Wiess is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Pacenti is a financial advisor with J.P. Morgan Securities in Winfield, IL, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank, N.A., and a brief tenure at BMO Harris Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Brad Herman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at BMO Bank NA, Mutual Securities, Inc., and Investacorp Inc. He also serves as a director at BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Andrews is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Andrews serves on the Board of Directors for the Schaumburg Township Elementary School Foundation. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Jonathan Ziegler is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His previous roles include positions at Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and offers a range of financial planning and consulting services.

Nadine Haufe is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses as part of its advisory process.