David Servatius Jr. is a financial advisor with Ameriprise in Sugar Grove, IL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Crosstown Financial Advisors LLC and Health Care Service Corporation, and he also has experience in insurance brokering and tax preparation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advisory work, Brauer is involved in tax preparation and accounting services as a CPA. 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 model portfolio programs, supported by a large network of investment adviser representatives.

George Torres Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, he spent ten years at FirstCash Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Vanessa Carrillo is a financial advisor at J.P. Morgan Securities with one year of advisory experience and a Series 66 designation. She has been with JPMorgan Chase Bank, N.A. since 2001. 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, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Daniette Williams Cerda is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Chase Bank, J.P. Morgan Securities, and CitiGroup. Outside of her advisory role, she is involved in online activewear sales through Zyia Active. 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 and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Curtis Andrews is a financial advisor with J.P. Morgan Securities in Oswego, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, he owns Curtis Andrews Photography, LLC, focusing primarily on personal and family portraits. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mark Larson is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 36 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Scottrade, TD Ameritrade, Optimum Investment Advisors, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Forrest White II is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses and has 26 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Lauren Zick is a financial advisor with Merrill and holds a Series 66 designation. She has seven years of industry experience and has worked at Bank of America, N.A. since 2019. Prior to that, she held roles at Circulation, Inc. and Smart Vision Labs, Inc. Lauren also has experience related to St. John's University and Tanglewood Kennels, LLC. 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, offering model-based and discretionary investment strategies for a range of individual and institutional investors.

Michael New is a CFP® professional with 28 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held positions at BMO Harris Financial Advisors, U.S. Bancorp Investments, Fifth Third Securities, and Banc of America Investment Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lori Galbraith is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Fifth Third Securities, First Midwest Bank, Waddell & Reed, and Infinex Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Bucciferro is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Service for 23 years prior to joining Osaic in 2024. Bucciferro is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions.

Connor Longust is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, LLC, Leelyn Smith, LLC, and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.