Benjamin Grey is a financial advisor with Edward Jones in Itasca, IL, holding the CFP® and Series 66 designations. He has seven years of industry experience, all with Edward Jones since 2019, following six years at Wheaton College. Outside of his advisory role, Grey serves as the Director of High School Ministry at Holy Cross Lutheran Church in Wheaton, IL, where he leads weekly youth activities and organizes seasonal retreats and mission trips. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices, as well as its integrated capabilities including trust services and securities-based lending.

James Mcghee is a CFP® professional with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Ehlert Financial Group, Inc. in 2009. Outside of his advisory role, he serves as a trustee of a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sheila Gugliuzza is a CFP® and ChFC® with 29 years of experience in the financial services industry. She is currently with Charles Schwab in Schaumburg, IL, and has previously worked at TD Ameritrade, Financial Engines Advisors, and TIAA. Outside of her advisory role, she owns a rental services business in Maui. Charles Schwab serves 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 models supported by centralized custody and order-routing, with a focus on multi-asset portfolios and alternative investments.

Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Adam Marfurt is the Vice President and Branch Leader responsible for leading a team of financial professionals to deliver an exceptional client experience and foster long-term relationships. He has held leadership roles as a Branch Leader at Charles Schwab from 2021 to 2022 and at TD Ameritrade from 2017 to 2021. Prior to his leadership positions, Adam worked as a Senior Financial Consultant at TD Ameritrade from 2014 to 2017 and as an Active Trader Account Executive at TradeStation Securities from 2010 to 2014. Adam's professional experience spans client relationship management, team leadership, and financial consulting across multiple firms in the financial services industry. Outside of his professional career, Adam is interested in running, soccer, and tennis.

Rafal Mosior is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Merrill since 2016 and also has experience with Bank of America, N.A. outside of Merrill. In addition to his advisory role, Mosior is involved part-time with T.A.R. Restoration Inc., a roofing company where he conducts client meetings and roof inspections. Merrill, together 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 offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sayre is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 licenses. He has 42 years of industry experience, including 13 years at Prudential Equity Group, LLC, before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee for multiple family trusts. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Leland Galan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously spent two years at Edward Jones. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Kevin Fanning Sr. is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Raymond James Financial since 2009. He is also the owner of Fanning Investment Partners, Inc., a support company, which he has operated since 2007. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique advisory affiliations.

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.

Ryan Rymarzak is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and build customized plans to meet their unique needs. He places a strong emphasis on forming and maintaining relationships based on trust, reliability, and competency. Ryan has accumulated extensive experience in the financial services industry, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2022. His leadership roles include serving as Branch Leader at TD Ameritrade from 2018 to 2020 and Producing Branch Leader at Scottrade between 2014 and 2018. Earlier in his career, he worked as a Senior Stockbroker at Scottrade from 2010 to 2014.

Ian Williams is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as a Financial Advisor at Morgan Stanley from 2020 to 2022, and began his career as a Trainee at Thrivent in 2020. His professional experience encompasses various aspects of financial advising and consulting. Ian focuses on understanding the unique financial situations of his clients to co-create personalized plans aligned with their goals. He emphasizes the importance of client engagement and collaboration in maximizing the benefits available through Fidelity Investments. Additional details regarding Ian's education, credentials, personal interests, or community involvement were not provided.

John Rosencrans is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies designed to help clients pursue their long-term financial goals, whether related to retirement planning, legacy planning, managing new wealth, or socially responsible investing. He works with individuals, families, executives with equity compensation, small business owners, and those seeking tax minimization and portfolio management services. John earned his bachelor's degree from the Kelley School of Business at Indiana University in 2011. Before transitioning to financial advising in 2015, he spent four years trading SPX options in Chicago. He holds several professional certifications, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John is part of The Rosencrans Group, a team established in 1985 that serves clients through customized, goal-based wealth planning and institutional-quality asset management. Residing in Barrington, Illinois with his wife and two children, John participates in community service through organizations such as Feed My Starving Children. Outside of work, he enjoys boating, football, golfing, tennis, paddle tennis, and spending summers in Lake Geneva, Wisconsin.

Scott Grady is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2013, including both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients with assets managed within Ameriprise.

Alison Cardozo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2018. Outside of her advisory role, she serves as an administrator and general partner at Jambtech Services Inc., a private company where she manages administrative functions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to offer written asset allocation advice, manager and fund searches, and customized performance reporting, while clients retain final decision-making authority.

Katarzyna Wiselka is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. She is connected to a family-owned electrical services business through her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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.

Joshua Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, Superior Ambulance, and Inventory Returns & Solutions. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Anil Rathi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes eight years at A. G. Edwards & Sons, Inc., followed by ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with third-party analytics to support its investment approach.

Joni Mallory is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company for 33 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.