Jack Enright is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to provide financial planning and develop investment strategies. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative and Relationship Manager, gaining experience in client relationship management and financial advisory services. Jack's professional journey at Fidelity Investments has allowed him to build expertise in financial planning and investment strategy development. His progression from Financial Representative to his current role reflects his growing responsibilities and commitment to client service. Outside of his professional work, Jack has interests in baseball, comedy, fitness, football, museums, and outdoor adventures.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advising, he is involved in tax preparation and accounting as a CPA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Amy Lanenga is a financial advisor with Wells Fargo Advisors based in Naperville, IL. She holds Series 63 and Series 65 licenses and has 36 years of experience in the industry. Her career includes multiple roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Alexander Runge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Outside of finance, he has past experience running small businesses including Krema Coffee House and AC's Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Matt Byrne is a Financial Consultant currently working at Fidelity since 2021. Prior to this, he served as a Financial Advisor at Edward Jones from 2018 to 2021. In his role, Matt focuses on assisting individuals and families with their financial needs and goals by developing personalized plans based on a thorough understanding of their objectives. Matt holds an Arkansas Insurance License, which supports his work in the financial services field. Outside of his professional career, he has personal interests that include fitness, playing instruments, movies, music, running, and yoga.

Karen Foley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at J.P. Morgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jess Carr is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2019, alongside his role at Charles Schwab starting in 2017. Prior to this, he had a brief tenure at Northern Trust and was involved with Insomnia Cookies for three years. Outside of his advisory work, he is a capital contributor to CarrBros LLC, a real estate-related venture. 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jerry Dipert is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has 39 years of industry experience. His prior work includes roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he works as a licensed insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a goal-focused planning process without discretionary investment authority.

Benjamin O'dell is a Series 66-registered financial advisor with Cetera, bringing three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also involved with Delco Financial Group and related firms since 2012. Outside of advising, he engages in tax preparation and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Brian Serio is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual for nine years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Sara Brown is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs and serves multiple registered investment companies and advisory platforms.

Valerie Sitarz is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of finance, she has experience with tutoring and autism therapy services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management and fund advisory, and it employs systematic methodologies and oversight controls while also serving as an advisor to multiple registered investment companies.

Aaron Feinblatt is a financial advisor with Ameriprise in Batavia, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2001. Outside of his advisory role, Feinblatt manages several business entities related to the operations and management of his financial practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Bruce Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jasmine Flores is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. She has worked at several firms including Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Stefan Borso is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for nine years before joining LPL Financial and GreenState Credit Union. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Gerald Rienton is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and creating tailored financial plans. He has been with Fidelity Investments since 2019, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Gerald worked as a Personal Banker at JPMorgan Chase Bank and U.S. Bank. Throughout his career, Gerald has developed expertise in financial planning and client relationship management. He emphasizes building relationships based on trust, reliability, and curiosity, utilizing Fidelity's tools and resources to support clients and their families in achieving their financial objectives.

Vicky Campbell is a financial advisor with Raymond James & Associates in Naperville, IL, holding CFP® and Series 63 designations and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of advising, she owns and operates Resurrection Ranch, a facility that offers horse boarding and riding lessons. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser supporting a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on diverse portfolio management styles and affiliated research.

Joel Carlsen is a financial advisor with Morgan Stanley in Lisle, Illinois, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in trust services based in Dover, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.