Jamshed Kavina is a financial advisor at Primerica Advisors with 20 years of industry experience. He has held roles at Ameriprise Financial Services and Primerica Financial Services and has worked at H&R Block as a Master Tax Advisor since 1998, preparing tax returns and providing tax advice seasonally. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Melby is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Financial Services, Wells Fargo Clearing, Oppenheimer, and CIBC World Markets. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Darshil Patel is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation. He has one year of industry experience and a varied background that includes roles at Groupon, UPS, and Proteintech Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendations and ongoing advice, leveraging proprietary research and third-party data.

Julianne Ness is a financial advisor at Fisher Investments with 17 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche AM Distributors, Inc. and LPL Financial. Outside of her advisory role, she serves as secretary for the Woods of Fox Glen HOA. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management with a centralized investment process that utilizes quantitative and qualitative research to construct diversified portfolios.

Joseph Lukowski is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with OSAIC since 2013. Outside of his advisory role, he is a 50% owner of Advisor Services Group, LLC, a consulting and compliance services firm. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Joshua Mc Broom is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameriprise in 2023. Mc Broom serves as an elected member of the Naperville City Council, participating in local government decisions on development, budgeting, and taxation. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rachel Schuck is a CFP® with 10 years of industry experience currently serving as a financial advisor at Edward Jones since 2015. Prior to Edward Jones, she worked at Pub 222 from 2011 to 2017. She also consults on investment decisions for her husband's company, Chicago Private Air, an airplane management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Jahkelle Jones is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His work history includes roles at BMO Bank, Wells Fargo Clearing Services, and JPMorgan Securities. Jones is currently based in Schaumburg, Illinois. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Jonathan Fennell is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. He has been with Merrill since 2015 in the Lisle, IL office. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Rossi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at the University of Notre Dame and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Patrick Mc Ewen is a Series 66-licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Lisa Booe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for a combined total of 13 years. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Massi Fazel is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized client service and custom portfolio design. With a focus on investment management, retirement planning, tax optimization, and wealth preservation, Massi works closely with clients to understand their unique financial goals and develop strategies aimed at achieving long-term financial security. Massi holds a Master’s degree from Texas A&M University and a Master’s degree from Missouri State University. She is a Personal Investment Advisor (PIA) and values lifelong learning in the field of finance. Massi’s professional experience is informed by her commitment to tailoring financial plans that reflect the individual dreams and priorities of each client. Outside of her professional role, Massi enjoys spending time with her family, traveling, and exploring diverse foods. She is fluent in English and Persian.

John Fuerstenberg is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016, including at Morgan Stanley Private Bank, N.A. Prior to this, he was with Commonwealth Financial Network and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both individual and corporate financial planning solutions.

Laura Keilman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for seven years before joining Morgan Stanley in 2023. In addition to her advisory role, she serves as a co-trustee for a family trust. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive asset management.

Scott Green is a Certified Financial Planner (CFP®) with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at The Langham in Chicago and founded an online baking resource called Devil's Food Kitchen, where he creates free baking recipes for amateur and professional pastry enthusiasts. 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 large network of financial advisors and branch offices nationwide.

Dominic Levato is a Financial Consultant at Fidelity Investments, where he provides financial planning services to help clients make effective financial decisions. He focuses on guiding clients through various aspects of financial planning, including risk, income, and tax planning considerations. Prior to his current role, Dominic worked as a Wealth Advisor at Citigroup Global Markets from 2017 to 2024. His experience spans multiple facets of wealth management and financial consulting. Outside of his professional career, Dominic has personal interests in baseball, cooking and baking, family activities, and football.

Dustin Remmler is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America, Merrill, and Citigroup/Citibank. Outside of his advisory role, he is a freelance classical musician who occasionally performs with orchestral and wind groups in the Chicago area. 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 with client decision-making retained. Their advisory process combines quantitative and qualitative research, offering a range of eligible strategies supported by affiliates for implementation and portfolio services.

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.

Samantha Beavers is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at Goldstone Financial Group and Crown Equipment Company. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients. The firm’s financial planning services use structured discovery conversations and firm-approved tools to develop tailored plans, managing approximately $2.74 trillion in client assets.