Jennifer Pestikas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 21 years and has been involved with Abbott Laboratories Employees Credit Union since 2012. Outside of her advisory role, she is an author and podcast host for "Brave Women at Work" and owns Jennifer Pestikas Coaching LLC. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Haidi Zimmermann is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes roles at KFORCE, Search Pros Staffing, Experis (JPMorgan Chase), Robert Half Financial Services (The PrivateBank), and Pfs Investments Inc. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Blomstrand is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife and its affiliates from 1993 to 2017. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers diverse programs including estate settlement and employer-sponsored planning.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Suzanne Mui Good is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel, CTL Global, and a 14-year tenure at Experian. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and systematic methodologies in managing model portfolios.

Brian Simkin is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked with Cetera since 2008 and also serves as a treasury analyst at Crate and Barrel. In addition to his advisory role, he operates Simkin Financial Advisors, providing investment advisory services since 2015. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting solutions, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of her advisory role, she consults on skincare products for Rodan and Fields. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Dennison White is a financial advisor with Edward Jones in Algonquin, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luis Garcia is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at CVS Caremark and Iontuition. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Joshua Schafer is a financial advisor with Ameriprise Financial Services in Lake in the Hills, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, Equitable Advisors, LLC, and J.P. Morgan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement planning and ongoing advice focused on dependable income sources.

Heather Helmers is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. 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, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Paula Campian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, she worked at BMO Bank NA for seven years and Citibank for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio management options and technology tools to support client investment decisions.

Ann Morocco is a financial advisor with Osaic Wealth, Inc. She holds the Series 63 and Series 65 designations and has 16 years of industry experience. Her prior work includes roles at Securities America Advisors and Raymond James Financial Services. Outside of her advisory role, she is involved in insurance sales through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various investment tools and supports both discretionary and non-discretionary account management across multiple asset types.

Brian Crary is a financial advisor at Charles Schwab with 18 years of industry experience. He has held prior roles at Fidelity Investments and J.P. Morgan Securities, including J.P. Morgan Chase Bank. Crary holds Series 63 and Series 66 designations and is based in Lake Zurich, Illinois. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Adam Stone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by technology tools for operational and research purposes.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a 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 services that combine extensive product offerings with structured planning processes.

Heidi Merkle is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.