Aruna Sriram is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. She holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Sofiya Semanyshyn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vermillion Financial Advisors and Le Colonial, as well as academic experience at the University of Illinois Urbana-Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gary Phelps is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is a Notary Public, notarizing documents for clients. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jason Brim is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at National Life Group and Lakeshore Financial Group. Outside of advising, he owns farmland in Central Illinois that he rents out for agricultural use. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Kent Atkinson is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and having 41 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he manages a rental property in Crystal Lake, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm employs a structured planning process and serves clients through both direct and corporate financial planning agreements.

Nathan Arroyave is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at BMO Bank NA and Rogers & Holland's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jaime Davison is a Series 66 credentialed financial advisor with Thrivent Investment Management, bringing eight years of industry experience. Prior to joining Thrivent in 2017, Jaime worked for 13 years at Leo Burnett. Outside of financial advising, Jaime serves as Merchandise Coordinator for Bulldog Youth Sports Football, a nonprofit focused on youth character development, and holds leadership roles in several Wauconda community organizations, including serving as PTO President for Wauconda School District 118 and Secretary for the Wauconda High School Fine Arts Boosters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, delivering comprehensive, goal-based planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Kriti Gogia is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. She has been associated with various entities within the Cetera network since 2021 and previously worked at Genpact. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with a variety of program options and affiliations.

Benjamin Asper is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner of Popnson, LLC, a rental property business, and a partner in Third West LLC, a real estate investment entity. 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 a select group of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ram Louis Del Mundo is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Fidelity Investments and TD Ameritrade, as well as experience outside finance at Nurses and Caregivers, Inc., Meijer Stores, and Northern Illinois University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services incorporating broad retail and institutional investment options.

Timothy Sayre is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2019. Prior to that, he worked at Astronics Connectivity Systems & Certification from 2016 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He has been with Wells Fargo and its affiliates since 2009, including roles at Wells Fargo Clearing. He holds the Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes proprietary research and tools to develop tailored recommendations.

Daniel Feiertag is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Motorola Solutions. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment programs.

Jonathan Graham is a Certified Financial Planner® with 16 years of industry experience. He has been with Edward Jones since 2012 and is based in Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and tax-efficient services under a fiduciary standard.

John Treptow is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Emily Coughlin is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Federated Global Investment Management Corp and related Federated entities. Outside of advisory work, she has experience with organizations such as True Lacrosse and Pitt Sports Camps. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Anne Butcher is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Hill is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory work, he is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Stephanie Johnston is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Stephanie has been working in the financial services industry since 2008, with progressive experience including positions at Baird, Exemplar Financial Network, Ameriprise Financial, Raymond James at Blackhawk Bank, and Baird again. Her expertise includes benefits and financial planning, having held multiple consultant and specialist roles throughout her career. Stephanie is committed to partnering with clients to understand their goals and develop personalized financial plans. Outside of her professional work, Stephanie enjoys camping, gardening, military service, reading, running, and volunteering.

Thomas Barnicle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has held leadership roles at Barnicle & Associates, Ltd., a tax and accounting firm he founded, and serves as president of Wealth Cornerstones, Inc., a financial services company. Barnicle also owns Barnicle Financial Group, a financial services and accounting business. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm offers access to both affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.