Jared Tryon is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Arbor Research & Trading, Inc., and Cetera Wealth Services, LLC. He is involved with Exemplar Accounting & Tax, providing tax preparation referrals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Pete Colon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Paylocity and NCSA – Next College Student Athlete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its involvement in commodity pool operations, fund advisory, and the use of AI and algorithmic methods in portfolio management.

Michelle Hernandez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and a variety of non-financial positions in education and hospitality. She also receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Marybeth Moran is a financial advisor at LPL Financial with 30 years of industry experience. She has been with LPL Financial since 1999 and holds the Series 63 and Series 65 licenses. Outside of her advisory role, Moran serves as a for-profit board member of McHenry Community Bank and is involved in a CPA firm, Kirkby, Phelan & Associates CPA, LLC. 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 financial planning and investment management services through a large network of advisors utilizing a variety of strategies and technology tools.

Evaughn Branham Ferrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. He is also involved with Leaders Partners, Incapitas in a non-variable insurance capacity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Joseph Pedrigi is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Scottrade, TD Ameritrade, and Itasca Bank & Trust Co., where he currently has a licensed branch employee role. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary strategies supported by technology tools.

Laith Al Tikriti is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial, Invest Financial Corporation, and Fifth Third Securities. Outside of his financial advisory role, he is a partner and president of Sanaa Bin Hussain LLC, a women’s dress retail business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Stevens is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting business ownership with PMM Partners, Inc. Ameriprise offers specialized retirement-income planning services tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Chad Agnew is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes positions at TD Ameritrade, Scottrade, and DWS Investment Management Americas. Outside of his advisory career, he is licensed to umpire youth and high school baseball games. Charles Schwab & Co., Inc. 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 provides a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

James Benages is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., and multiple advisory firms affiliated with LPL Financial. Benages has held roles in financial planning and investment management across several organizations. Edward Jones is a full-service wealth management firm serving more than 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 large network of advisors and branch offices nationwide.

Edgar Perez is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at HomeSafe, Thrivent Financial for Lutherans, Insight Enterprises, and the University of Arizona. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Paul Peterson is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory roles to multiple registered investment companies.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Raymond Ercoli is a Series 66-credentialed financial advisor at Edward Jones in Elgin, IL, with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Suzanne Mui Good is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel, CTL Global, and a 14-year tenure at Experian. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and systematic methodologies in managing model portfolios.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she consults for a skincare products company, Rodan and Fields. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Yvette Domingo is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase & Co. from 2022 to 2024. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a notable role as a commodity pool operator and advisor to multiple registered investment companies.

Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Dennison White is a financial advisor at Edward Jones in Algonquin, IL, holding Series 63 and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its large retail advisor and branch network, fiduciary advisory services, and affiliated capabilities including mutual funds and a trust company.