Sophia Diforti is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked at Riverside School District 96 and the University of Mississippi Physics Department. She also has experience in recreational and hospitality roles. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include discretionary and non-discretionary portfolio management.

Bruce Mc Kee is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2010, including prior experience at Crossroads Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional entities. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment advice to client goals, supporting implementation through various advisory programs.

Brianne Wolf is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has worked with multiple firms including Avantax Advisory Services and 1st Global Capital, and serves as Vice-President and Accounting Manager at Bill Hickey & Associates, Inc. Outside of her financial advisory work, she operates a direct sales business selling women's and children's clothing. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Laura Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked previously at JP Morgan Chase Bank and J.P. Morgan Securities, where she spent a total of 15 years. Outside of her advisory role, she is involved in direct sales for Young Living Essential Oils and is a partner in Partnerland LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management programs, utilizing a range of model portfolios, third-party subadvisors, and customized strategies.

Michael Murphy is a financial advisor at LPL Financial with a Series 66 designation and 0 years of industry experience. His prior work includes roles in food and beverage and design industries. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christopher Smith is a financial advisor with LPL Financial in Mokena, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill, Bank of America, and Morgan Stanley. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

Luke Brady is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, he held positions at Ecolab and Viskase. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment models.

Jeffrey Lamb is a financial advisor at Ameriprise with 21 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and Thrivent Investment Management. He serves on the boards of the City of Valparaiso Utility Board and the Valparaiso 21st Century School Building Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Elizabeth Pedretti is a financial advisor at Edward Jones with Series 66 credentials. She joined Edward Jones in 2025 and has a prior ten-year career at Robert Half. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Barnard is a financial advisor with UBS Financial Services in Hinsdale, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Painewebber Inc. for 26 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Ashley Finney is a financial advisor at Charles Schwab with 10 years of industry experience. Her prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, and JP Morgan Chase Bank. Outside of advising, she is the owner and maker of The Red House Designs, creating and selling handmade designs at farmers markets and online. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervision and custodial services.

Ryan Carey is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on assessing clients' financial situations, collaborating with them to develop tailored financial plans, and implementing those plans while monitoring progress to ensure alignment with their goals. He has 19 years of experience in the financial services industry, having held various financial consultant and planning consultant positions. Prior to his current role, he worked at Fidelity Investments as a Planning Consultant from 2021 to 2022, at Merrill Edge as a Premier Life Services Relationship Consultant from 2018 to 2021, at LPL Financial as a Financial Consultant from 2016 to 2018, at World Equity Group as a Financial Consultant from 2014 to 2016, and at J.W. Cole Financial as a Financial Consultant from 2006 to 2014.

Danielle Burton is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at LPL Financial and Opus Wealth Partners, and she has operated her own business, Homes & Heritage LLC, for over a decade. She is also a partner in a cryptocurrency mining venture where she monitors software and maintains hardware. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary programs with access to affiliated and third-party money managers.

Adam Bukowski is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance since 2014. Outside of his advisory role, he serves as Treasurer for the DuPage Senior Citizens Council, a nonprofit organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Thomas Solis is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 registrations and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Outside the financial industry, he was involved with Allegrettis Ristorante for four years. 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 integrates centralized due diligence combining quantitative and qualitative research with an ESG eligibility framework.

Alec Gerlach is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has developed his career within the same company, holding various roles including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. In his current role, Alec partners with clients to build financial plans aimed at helping them achieve their life goals. He focuses on ensuring that clients not only understand and feel confident in their financial plans, but also feel secure about their future.

Daniel Novosel is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. He previously worked at Merrill Lynch and UBS Financial Services before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alec Leasure is a financial advisor at Osaic Wealth Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and NorthRock Partners. Outside of his advisory role, he has experience in real estate ownership unrelated to investing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by technology and a complex affiliate network.

Heather Ziron is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously spent five years with Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and uses a combination of in-house and third-party investment managers to implement portfolio strategies.

Peter Wilmot is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. His prior experience includes roles at Opus Wealth Partners, LLC, MSI Financial Services, Inc., and Waterstone Financial Group, Inc. Outside of his advisory role, he is involved with PWA Tax Services, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment approaches including proprietary and third-party model portfolios, and offers a broad suite of financial and non-advisory services.