Clifford Cadle Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Equitable Advisors and Advisors' Pride Inc. Outside of his advisory work, he is involved with Aspiration LLC, a construction business. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. 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. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

Brian Brennan is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Brennan Financial Group, PFS Investments Inc., Misfits Health, Leapfrog Brands, James Hardie Building Products, and Reyes Holdings. He has been affiliated with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Kindred Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI technologies, and its registered role with the CFTC as a commodity pool operator.

Matt Vahl is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With over 30 years of experience in the financial services industry, he partners with clients to identify and understand their financial goals and develop personalized plans aimed at achieving financial freedom, flexibility, and peace of mind. Prior to joining Fidelity Investments, Matt worked as a Financial Services Professional at New York Life from 1996 to 2019. He began his career as a Financial Services Wholesaler at Talbot Financial Services from 1994 to 1996. He holds a California Insurance License.

Marvene Devoy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Prior to joining Wells Fargo in 2016, she worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Jesus Solorio is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His background includes work with PFS Investments Inc. and involvement with the Republican Party in Illinois and Rhode Island. He has also operated Solorio Strategies LLC, a private business venture. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,698 advisors and manages about $15.5 billion in assets, delivering model-based investment strategies primarily for individual investors.

David Figarelli is a financial advisor with Primerica Advisors in Schiller Park, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has served the Village of Schiller Park since 2018. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing oversight and disclosure in its investment approach.

Nicole Calow is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with OSAIC and previously worked at Lincoln Financial Securities Corporation for 12 years. Calow also operates as an insurance agent offering accident and health insurance, fixed and indexed annuities, long-term care, property and casualty, and traditional life insurance through Kensington Financial Services. OSAIC serves a broad range of retail and institutional clients, providing both brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and program arrangements.

Nancy Venice is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Edward Jones in 2023, Nancy worked at Stifel Financial Corp. for five years, Tug Career Services for six years, and Bufka & Rodgers LLC for nine years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch and JPMORGAN Chase Bank, N.A. Prior to her career in finance, she was involved in the healthcare industry through Stellar Home Health Care Inc. 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 searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, utilizing forward-looking capital market assumptions to develop model asset allocations.

Natalia Peterson is a financial advisor at Charles Schwab with 3 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2023. Her prior work experience includes roles at Actalent Services, KinderCare Learning Centers, and Walmart. Charles Schwab serves a large client base, 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 a centralized operational structure.

Heather Chron Bernard is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Engage2Learn for one year and spent 21 years with Chicago Public Schools. She serves as a community member on the Edison Park Local School Council, where she participates in principal evaluations and school budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of thousands of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria Wojcik Llamas is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Financial Advisors and specialized tools.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with recommendations that may include ESG criteria.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

Clifton Mc Whorter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and founding Clif McWhorter & Associates. He is also involved with CHM Financial Services, a non-variable insurance business. 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 and brokerage services, including model portfolios, third-party asset management, and institutional platforms.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Wells Fargo since 2016. 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 manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Derek Brase is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to develop asset allocation advice and manager searches, while clients retain final decision-making authority.

Jill Strampel is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been with Cetera Financial Specialists LLC since 2005 and with Cetera since 2014. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is a nationally registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.