Justin Yackey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Vivid Seats, International Sports Management, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Pickren is a Series 66-licensed advisor with J.P. Morgan Securities, based in Wheaton, IL, and has 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative research to deliver non-discretionary, customized asset allocation advice and investment manager searches.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

Jelord Henderson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2015. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Karen Feinblatt is a CFP® with 21 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities. Her prior roles include positions at PNC Wealth Management, Natcity Investments, Inc., and Ameriprise. Feinblatt co-owns farmland that she rents out, dedicating limited time to managing this activity. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with a range of services supported by affiliated investment-management entities.

Bill Heart is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Woodbury Financial Services for 17 years, followed by tenures at OSAIC and 1717 Capital Management Company. Outside of his advisory role, he operates an eBay sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes a decade at Stifel before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions that incorporate research from Wells Fargo Investment Institute and third-party sources.

Andrew Didier is Vice President and Wealth Planner at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Consultant and Vice President, Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked at Charles Schwab & Co. Inc., serving as Associate Financial Consultant and Senior Specialist-High Net Worth Representative from 2008 to 2015. With over 18 years of experience working with clients in various financial situations, Andrew focuses on financial planning tailored to individual goals. His professional background encompasses advisory roles aimed at helping clients navigate their financial strategies and objectives. Outside of his professional career, Andrew enjoys activities such as attending concerts, going to the beach, hiking, listening to music, football, and parenthood.

Debra Ferguson is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley in 2019, she worked at Barrington 220 from 2018 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and does not provide individual security recommendations in its standalone planning services.

Vishal Bhuta is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over 10 years of experience in the financial services industry, having worked as a Financial Advisor at Morgan Stanley from 2013 to 2023 and as a Wealth Relationship Manager at Citi Personal Wealth Management from 2023 to 2025. Vishal specializes in providing financial planning services tailored to clients' individual goals and priorities. He emphasizes listening and understanding clients' needs to build trust and lasting relationships, aiming to bring confidence and peace of mind to their financial journeys. Outside of his professional work, Vishal has personal interests that include cars, comedy, food, movies, and parenthood.

John Messerschmidt is a Series 66-licensed financial advisor with Thrivent Investment Management in Barrington, IL, where he has worked since 2008. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans throughout his career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics without portfolio management. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Acceptance Now (Rent a Center LLC) and held various roles in education and retail. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as an advisor to multiple registered investment companies, and its management of model portfolios for Fidelity Institutional Wealth Adviser.

Joshua Van Namen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in the financial services sector since 2006, including 16 years at Country Insurance & Financial Services before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Jennifer Freymark is a CFP® with 12 years of industry experience and has been with Edward Jones in Glen Ellyn, IL since 2013. She is also a certified Body Pump and Spinning instructor and serves as Treasurer for the Hadley Junior High PTA, managing budgets and bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Jones is a financial advisor at OSAIC with 44 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years and has been associated with Lincoln National Life since 1980. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Evelyn Berthold is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at JP Morgan Chase for five years and Fifth Third Bank (formerly MB Financial Bank) for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income, using proprietary research, third-party data, and algorithmic tools.

Benjamin Frick is a Series 66 credentialed financial advisor with J.P. Morgan Securities, based in Glen Ellyn, IL, with three years of industry experience. His prior roles include positions at Equitable Advisors, Ascensus, and LaSalle St Securities. 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 through a non-discretionary program supported by centralized due diligence and a manager solutions team.