Michael Bishop II is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. He also owns Brunnup Weldon Financial Group, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Klatt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Naperville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathen Pastorik is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GIS Benefits, Inc., Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Princor Financial, and Principal Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gretchen Nowag is a financial advisor with Primerica Advisors in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation managed in conjunction with BNY Mellon Advisors.

Jack Carter is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including AuguStar Distributors Inc., Calamos Financial Services LLC, Dearborn Partners, L.L.C., and Fidelity Brokerage Services LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tracy Couch is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Michael Lacey is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Signature Resources Capital Management, Guardian Life Insurance Company, and Park Avenue Securities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and structured annual planning engagements.

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and Nuvista Financial Services for a combined 24 years. He serves as a board member of the nonprofit The Learning Vine and is also involved in local politics as a precinct committeeman and poll watcher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs and services, including retirement plan consulting and model portfolio management, supported by in-house research and third-party subadvisors.

Jamshed Kavina is a financial advisor with Primerica Advisors in Naperville, IL, holding the Series 63 and Series 65 designations and bringing 20 years of industry experience. His background includes roles at Ameriprise Financial Services and long-term involvement with Primerica Financial Services and H&R Block, where he works as a Master Tax Advisor providing tax preparation and advice. Outside of advisory services, he is involved in sales related to mortgage products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

Jessica Wanek is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and previously worked for FSC Securities Corporation for 14 years. Outside of advising, she serves as president of W Financial Services, an insurance agency offering property and casualty insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios across a range of investment types.

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. Lukowski is also a 50% owner of Advisor Services Group, LLC, a consulting and compliance services firm. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple asset classes.

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

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.

Daniette Williams Cerda is a financial advisor with Edward Jones in Yorkville, IL, holding Series 63 and Series 66 designations and 13 years of industry experience. Prior to joining Edward Jones in 2021, she worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., as well as CitiGroup. Outside of her advisory role, she is involved in online activewear sales through Zyia Active. 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 nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Ryan Lloyd is a financial advisor at Edward Jones with CFP® and Series 66 designations. He has over 10 years of industry experience, having previously worked at Northern Trust from 2015 to 2025 before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving 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 programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jonathan Fennell is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sylvia Juric is a CFP® professional with 41 years of industry experience, currently practicing at LPL Financial since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 1995 to 2025. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Curtis Andrews is a financial advisor with J.P. Morgan Securities in Oswego, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2011. Outside of finance, he owns Curtis Andrews Photography, LLC, focusing primarily on personal and family portraits. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

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.