Scott Zagurski is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wells Fargo entities since 2009. Zagurski is also involved in investment-related activities through ownership in Great Lakes Asset Management LLC and Scott Zagurski LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored client recommendations.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Madelen Betbadal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 1996 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Charles Mowery is a financial advisor at Osaic Wealth, Inc. with a Series 66 credential and no prior industry experience. His work history includes roles at SAI Financial Services and RMB Capital, among others. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brian Shriner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

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.

John Coffey is a financial advisor at Cetera with 35 years of industry experience. He holds the PFS™ designation, as well as Series 63 and Series 65 licenses. He has worked with Cetera since 1995 and also operates Coffey & Associates PC, a public accounting and business consulting firm offering investment services and tax preparation. Additionally, he is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chris Ambrose is a financial advisor with Wells Fargo Advisors holding Series 65 and Series 66 licenses and 23 years of industry experience. His career includes roles at Merrill Lynch, JP Morgan Chase, Bankers Life, and multiple Wells Fargo entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients through a network of financial advisors.

James Bann is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Great Lakes Advisors, LLC. 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 roughly $671 billion in assets through more than 14,000 advisors and employs research-driven investment strategies that incorporate diversification and modern portfolio theory.

Brad Freitag is a CFP® professional with 17 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Edward Jones, and various insurance carriers. Outside of his advisory work, he is involved with Chicago Portable Power Co. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Davion Pelmore Shelton is a financial advisor with Charles Schwab who holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has also worked in various positions outside the financial services industry, including at Buffalo Wild Wings and Taco Bell. 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Silvia Corral is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Weber is a financial advisor with Edward Jones in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at ED&F Man Services Inc. and spent a decade at SG Americas Securities, LLC and Newedge USA LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Matthew White is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan in various capacities since 2009. Outside of finance, he owns and operates The Coop and Scoop, LLC, a mobile coffee and ice cream food trailer. 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 in its recommendations.

Mark Albian is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes extended tenures at Waddell & Reed and various insurance carriers, as well as a brief period leading EMRJ, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational and research tools.