Rose Gomez is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating both as a broker-dealer and investment adviser.

Christopher Phalon is a CFP® and Series 66-registered financial advisor with Edward Jones in Naperville, IL. He has four years of industry experience, including five years at Fairway Independent Mortgage Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related 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 investment guidance using multi-asset model portfolios and alternative investments.

Michael Marin is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and no prior advisory industry experience. Before joining Cambridge in 2026, he worked for Siemens Healthineers from 2009 to 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals using various discretionary and non-discretionary strategies.

Elena Ighodaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and operated her own advisory practice. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis.

Peter Daley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Batavia, Illinois, bringing 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. In addition to his advisory role, he serves as an adjunct instructor of economics at McHenry County College. 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.

Jeffrey Hartzell is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, as well as two years at Menards, Inc. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erin Anderson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and previously spent two years at KPMG. 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 leverages Bank of America’s corporate platform to provide access to a broad array of products and services.

Lisa Rodriguez is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SDC CPAs LLC and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Inakshi Sukhani is a financial advisor at Edward Jones in Oswego, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at US Bancorp Investments, US Bank, JP Morgan Securities, JP Morgan Chase, and MB Financial Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nathan Middel is a Financial Consultant at Fidelity Investments. In this role, he works with clients to identify their financial goals and build plans to achieve them, providing ongoing support through communication and customer service. Nathan has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This experience has given him insight into various aspects of financial planning and client relationship management. Outside of his professional work, Nathan enjoys biking, family activities, golf, reading, and traveling.

James Brown is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Nathaniel Galliart is a financial advisor at Edward Jones in Geneva, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at COUNTRY FINANCIAL for 10 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Heim is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Aurora, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Rebecca Falco is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked previously at William Blair and The Leaders Group Inc, among other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with implementation responsibility resting with the client.

Peggy Wallace is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2000. Wallace has also been self-employed since 1999. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and third-party managers.

Toby Alattar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and was previously with PNC from 2014 to 2016. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Knopf is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed Inc and various insurance carriers, focusing on insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, retirement consulting, and brokerage services.

Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.