Kyle Davis is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, following prior roles at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a co-owner of a real estate investment business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Alfredo Lopez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill and Bank of America since 2025 and previously spent ten years at Autozone. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Minetti is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2020 to 2022, and as a Licensed Personal Banker and Mortgage Loan Originator at Republic Bank of Chicago from 2017 to 2020. In his role as a Financial Consultant, Tyler focuses on simplifying financial plans and helping clients pursue their financial goals. He emphasizes building relationships based on trust and transparency and collaborates with clients to develop holistic financial plans.

Emma Bledsoe is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019 and was previously employed by Edward Jones from 2017 to 2019. Outside of her advisor role, she serves as an investment executive at Megent Financial, assisting advisors with client needs. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Jacob Mudde is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing and Prudential Equity Group. Li is also involved with RL Wealth Management Group, Ltd. 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 portfolio programs, third-party asset management, and institutional platforms.

Dimitris Perivoliotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial career, he was involved with Eggs Inc Cafe for ten years. 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.

Steven Galminas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2009 and previously was with PRUCO Securities, LLC. Outside of his advisory role, he serves as president of SG Financial, focusing on fixed insurance and annuity sales, and acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Robert Hartwell is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he owns Hartwell Financial & Insurance Services, a sole proprietorship engaged in life insurance and related products. OSAIC serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring portfolio optimization, risk assessment tools, and access to third-party managers and alternative investments.

Nicholas Corcoran is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and currently serves as a registered assistant at Megent Financial, assisting advisors with client accounts. Corcoran has been affiliated with Cetera and its related entities since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shane Kreifel is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Edward Jones and Banc One Securities Corporation prior to joining J.P. Morgan. Kreifel has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Joseph Purpura Jr. is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Financial Services since 1991 and with PFS Investments Inc. since 1983. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kevin Merling is a CFP® with 19 years of industry experience, currently advising through LPL Financial in Naperville, IL. He has previously worked at Fidelity and Highpoint Advisor Group and has been with LPL Financial since 2016. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. 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 Gibbons is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. He has worked at RBC Capital Markets since 2020 following his studies at Northern Illinois University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated financial services.

Drew Patterson is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2007 to 2010. Outside of his advisory role, he serves as a notary, dedicating a portion of his time to that activity. 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 financial planning and investment management services, including advisory and brokerage solutions supported by model portfolios, third-party managers, and technology tools.

Paul Campbell is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial, joining in 2023, and previously spent ten years at Ameriprise Financial Services and twelve years at Equitable Advisors. He also operates a related business entity, P.B. Campbell & Associates, and works as a non-variable insurance agent. 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 financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mateusz Kosiek is a financial advisor with J.P. Morgan Securities in Woodridge, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Cetera Investment Services LLC, Foresters Advisory Services LLC, and Taylor Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program framework.

Pamela Hollinger is a financial advisor at Cetera with 41 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes roles at Marquette Bank since 2010, Invest Financial Corp. from 2010 to 2018, and Citizens Securities, Inc. from 2006 to 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Debra Baker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.