Katarzyna Wiselka is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. She is connected to a family-owned electrical services business through her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Vivek Thayalan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Fidelity Brokerage Services, Bank of America, Merrill, and Citibank. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Joshua Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, Superior Ambulance, and Inventory Returns & Solutions. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Anil Rathi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes eight years at A. G. Edwards & Sons, Inc., followed by ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with third-party analytics to support its investment approach.

Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. He has also worked outside the financial industry, including at Amazon and Olive Garden. 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 advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies across various account types.

Michael Coldwell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and 65 licenses and accumulating 25 years of industry experience. His prior roles include positions at Edward Jones and Cuna Mutual Group. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Terrence Moran is a CFP®-designated financial advisor with 44 years of industry experience, currently affiliated with LPL Financial since 2009. He also has a long tenure at Select Benefits Inc, where he has worked since 1995, focusing on non-variable insurance products. Moran holds a significant interest in fixed insurance business activities through entities connected to his advisory work. 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 provides a range of advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms with an emphasis on customizable investment strategies and operational support tools.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Robert Jensen Jr. is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns rental properties with his spouse, who manages the holdings as a real estate broker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm employs a structured planning process supported by analytical tools and serves a broad range of clients with comprehensive investment and wealth management solutions.

Alejandro Munoz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks in its recommendations.

Jack Petras is a CFP® with five years of industry experience currently advising at Wells Fargo Clearing. His prior work includes roles at Golden Trail Advisers LLC and Yeske Buie, Inc., as well as experience at the University of Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 advisors and utilizes research from Wells Fargo Investment Institute along with diversification and modern portfolio theory in its investment approach.

Alexander Lenz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at Fidelity, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework within its recommendations.

Michael Davern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera, and has been involved with Exemplar Tax & Accounting since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Terrence Maryniw is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. He is also the owner of Maryniw Financial and a partner in Monetary Solutions, LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jennifer Shulman is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at AXA Advisors, Baxter Credit Union, and First Merit Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Hornok is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2001. 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 investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Joseph La Vanne is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has held roles at James Hamlin Financial Services, LLC dba Traverse, and JHFS Management Corporation, where he is involved in the active management of financial services entities. La Vanne has a background that includes engineering experience prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Daniel Fernandez is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans and investment strategies that align with their individual goals and preferences. He emphasizes consistent communication and responsiveness in his approach to building trust and supporting clients' evolving financial needs. Daniel has held several roles in the financial services industry, including Investments Consultant at Fidelity Investments, Wealth Management Banker and Assistant Vice President at U.S. Bank Wealth Management, as well as Branch Manager positions at U.S. Bank and BMO. His experience spans wealth management, investment consulting, and branch leadership. Outside of his professional work, Daniel has interests in fitness, football, movies, and puzzles.

George Cook is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Jamie Lemkau is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Lemkau holds Series 63 and Series 65 credentials and is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.