Zachary Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Fidelity prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory roles, he is involved with XGG Collectibles, an interest separate from finance. 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 investment strategies.

Himanshu Oza is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he held roles at CVS Health and Nielsen. Outside of advising, 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, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Batelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank, Foresters Financial, and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and investment management.

Elise Leszczynski is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bridget Houser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Platania Financial, HyperAMS, and Maestro Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Courtney Kaufmann is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICS Solutions and The Sugar Circle in various roles. Outside of her advisory work, Kaufmann creates content on YouTube. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Patrick Schiltz is a CFP® and ChFC® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, based in Arlington Heights, IL. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Wentland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with JPMorgan Chase Bank, NA since 2003 and joined J.P. Morgan Securities in 2022. 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 an ESG eligibility framework to inform its recommendations.

Jana Pretzer is a financial advisor with Robert W. Baird & Co. in Elgin, IL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct-indexing.

Meghan Martin is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for ten years. Outside of her advisory role, Martin manages a habit tracking application through her ownership of Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, which operates Airbnb rental properties. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Matthew Johnson is a financial advisor with LPL Financial in Barrington, IL. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he has experience at institutions including Wintrust Bank, Amazon Web Services, and American Family Insurance. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Robin Alvigi is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental townhome with her husband, which they manage personally. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kurt Reif III is a financial advisor with OSAIC, holding a Series 66 designation and over 22 years of industry experience. He has worked at Lincoln Financial Securities and currently owns REI Financial, LLC and Kensington Financial Services, where he is also involved in insurance sales. Additionally, he is a notary public providing document notarization services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services supported by multiple advisory platforms and firm-provided investment tools.

Jesus Garza is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America Advisors. He is also a licensed insurance agent providing long-term care, life insurance, and fixed annuity options. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Daniel Fiarito is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. 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, supported by a large network of financial advisors and branch offices nationwide.

Deborah Gabriel is a financial advisor at Edward Jones in Palatine, IL, holding the ChFC® and Series 66 designations with 11 years of industry experience, all at Edward Jones. She serves as the board vice president of the Palatine Area Chamber of Commerce. 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 supported by a nationwide network of more than 23,000 financial advisors.

Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. 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 broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ketcher Fenton is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous work includes roles outside finance, such as at Chapel Hill Golf Course and various retail positions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving through multi-manager and fund-of-fund structures.

Emma Robison is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held positions in education and retail, including roles at Northern Illinois University and Walmart. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.