Brent Anderson is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. 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 non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and affiliated implementation services.

Amy Jason is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kurt Reif is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes 17 years at Lincoln Financial Securities and long-term involvement with Kensington Financial Services and Kensington Insurance Agency, where he serves as owner and president of businesses focused on the sale of life, health, disability, property and casualty insurance, as well as fixed and indexed annuities. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services that encompass financial planning, managed portfolios, and retirement consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.

Eric Beaderstadt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the advisory board of the Salvation Army Des Plaines Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without discretionary portfolio management or institutional mandates. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan” while keeping services separate.

Brian Pelling is a CFA® charterholder with 11 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. His prior experience includes roles at Geneos Wealth Management, JWC Inc, DV Trading, Morgan Stanley, and Citigroup Global Markets. 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 offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options and provides a range of financial products through bank and insurance affiliates.

Bruce Biedar is a CFP® professional with 36 years of experience in the financial services industry. He has been with Edward Jones since 1992. Outside of his advisory role, he is involved in entrepreneurial ventures including a restaurant business and a robotic surgery products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, with a large nationwide network of advisors and branch offices.

Stephanie Brown is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Edward Jones and previously worked at Beacon Pointe Advisors and Invesco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Louis Greifenstein is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities since 2007, including at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Jordan Rudick is a financial advisor at Cetera with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Avantax and The Pruitt Agency, Incorporated. Outside of advisory roles, he is involved in tax preparation, bookkeeping, payroll services, and business consulting through Pruitt Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to third-party money managers across various program structures.

Jim Juchcinski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm employs a centralized due diligence process combining quantitative and qualitative research, supporting recommendations with forward-looking capital market assumptions.

John Petruzzi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at New York Life Insurance Company for one year. Before his finance career, he held roles in the fitness industry. J.P. Morgan Securities provides institutional consulting services, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program emphasizes a combination of quantitative and qualitative research supported by centralized due diligence.

Robert Welsch Jr. is a financial advisor with OSAIC based in Dundee, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He also consults for the Robert Welsch Family Estate Support, assisting with estate-related matters. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Karen Chang is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A. starting in 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Bruce Corsaro is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Fifth Third Securities for seven years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he acts as an employer to his wife, who is a caregiver for their special needs son in order to receive government funding for care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs comprehensive planning tools and methodologies designed to model potential financial outcomes.

Larry Chambers is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1988. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to support its centralized retirement-income consulting team.

James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Outside of his advisory role, he is involved with Ironbridge Wealth Counsel, LLC as a financial planner and owns 26.2 Pacer LLC, which holds shares in Ironbridge Wealth Counsel. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Amy Trotter is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. She has 36 years of industry experience, including time at Wells Fargo Clearing. She also owns and operates Trotter Wealth Management Group, LLC. 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 menu of planning options and integrates advisory services with other financial products and referral channels.

Nancy Ambrose is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Barrington, IL. She has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gandy Pierre Louis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.