Matthew Marcotte is a CFP® and holds a Series 66 license, with eight years of experience in financial advising at Edward Jones. He has worked at Edward Jones since 2017 and also served as an adjunct professor at North Central College, teaching college students the fundamentals of personal finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

Steven Schwer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Perry Mason's Tax Service since 1993. Outside of his financial work, Schwer is a sports referee and serves on the board of a recreational soccer nonprofit. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

John Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes 15 years at both New England Schooner, Inc. and Royal Alliance Associates. He is also associated with BULLBUFF LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

Julia Mueller is a Financial Consultant who brings a client-centered approach to her work. She emphasizes transparency and thoughtful communication, beginning with a conversation to understand clients' priorities and assessing mutual fit before proceeding. She continues to work closely with clients as their goals develop, ensuring alignment and clear communication throughout the process. Julia has experience working in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to that, she completed an internship in Financial Planning & Asset Management at Renaissance Wealth Management BN LLC from 2020 to 2021. Outside of her professional work, Julia's personal interests include gardening, puzzles, and traveling.

James Morton is a financial advisor with Raymond James Financial Services Advisors Inc. in Geneva, IL, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with Raymond James since 2012 and also serves as President of Morton Private Wealth Strategies, Inc. Outside of his advisory roles, Morton is an insurance agent involved in Medicare Supplement applications. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities, with a range of tailored investment solutions and specialized programs for small businesses.

Debleena Chaudhuri is a Series 66-credentialed financial advisor with Merrill, based in Streamwood, IL, and has five years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at US Bank from 2018 to 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of financial products and services.

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 at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2019. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Winkates is a financial advisor with Raymond James Financial in Geneva, IL, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior firms include Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also involved with two business ventures, Morton Private Wealth Strategies and Winkates Wealth Management, where he serves as a financial advisor and president, respectively. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, pension, charitable, and governmental clients. The firm offers tailored, typically non-discretionary advisory services and is noted for its affiliation with municipal and public finance activities.

Vince Marino is a CFP® professional with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. Vince is based in Wheaton, IL, and holds Series 63 and Series 65 licenses. 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 performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering these services alongside affiliated brokerage and investment management capabilities.

Magdalena Marinescu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Verizon and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it incorporates advanced methodologies such as AI in its investment process.

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.

Katherine Mangiardi is a financial advisor at Fisher Investments with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services, Transamerica Financial Advisors, and Wfg. Outside of her advisory role, she is the CEO and owner of Fierce Females LLC, a personal podcasting venture focused on interviewing women entrepreneurs. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides a range of services, including sub-advisory and retirement plan management.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in healthcare-related roles prior to his current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles for multiple registered investment companies.

James Czerniak is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023, and at LPL Financial from 2007 to 2017. He is also the Chief Investment Officer of Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers. The firm employs asset‑allocation tools, risk‑tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on both discretionary and non‑discretionary bases.

Joseph Nelson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2015 and has been affiliated with Eastern Michigan University since 2010. J.P. Morgan Securities LLC 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.

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.

Thomas Trost is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to that, he was employed at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Dennis Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is the owner of Castillo Real Estate LLC, which manages a residential rental property. 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, distribution, and investment management capabilities.

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.