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, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab for nine years. Borso is also involved with GreenState Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, using a variety of investment strategies supported by research and technology.

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.

Stephen Potts Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at LPL Financial since 2015, with previous roles at Opus Wealth Management Group and MSI Financial Services, Inc. Potts is involved in tax preparation and accounting through ownership of HighPoint Tax Services, 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, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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.

Richard Machaj is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and the Catholic Order of Foresters, as well as positions outside the financial sector at Hamilton's Pub and Lewis University. 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 affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

George Torres Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018, and previously spent ten years at FirstCash Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research, with capabilities in derivatives and commodities through affiliated entities.

Kevin King is a financial advisor with LPL Financial, holding the Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a wide network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, combining technology tools with a broad spectrum of investment options and institutional platforms.

Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Alyssa O'Brien is an Investment Consultant with experience in financial planning and client services. She has worked as a Planning Consultant at Fidelity Investments from 2023 to 2025, and previously held roles as an Associate Advisor at Allworth Financial from 2021 to 2023, and as a Client Associate at Ceres Wealth from 2020 to 2021. In her approach to financial planning, Alyssa focuses on assisting clients in achieving success in their financial journeys by providing excellent client service and leveraging her resources and team to create tailored financial plans. She emphasizes educating clients on their plans to help them understand financial concepts and better prepare for retirement. Outside of her professional work, Alyssa enjoys board games, fitness activities, social events with friends, puzzles, and traveling.

John Schimanski is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Eric Swanson is a financial advisor with MassMutual Investors Services in Lisle, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining MassMutual Investors Services and MassMutual Life Insurance Company in 2025, he worked at USLI and Allstate. From 2012 to 2017, he was employed at White Deer Run Golf Club. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools and offers additional services including educational seminars and recently introduced divorce planning.

Vanessa Carrillo is a Series 66-registered advisor with J.P. Morgan Securities, where she has worked since 2025. She has over 25 years of experience at JPMorgan Chase Bank, N.A. in Montgomery, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregg Vann is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at James T. Borello & Co. and Morgan Stanley. In addition to his advisory role, he operates Admiral Advisory Group, a tax preparation and accounting business. 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 offers a range of financial planning and investment management services through a large network of advisors, incorporating model portfolios, third-party subadvisors, and advanced research tools.

Kristin Nendza is a financial advisor at Ameriprise with three years of industry experience. She previously worked at First Women's Bank of Chicago and Busey Bank, bringing a decade of banking experience to her role. Outside of her advisory duties, she serves as Secretary on the Athletic Board for St. Alphonsus/St. Patrick School and is involved in direct sales promoting cosmetics and activewear products via social media. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Johnsen is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Johnsen is involved in managing staff and operations within his financial planning practice through his role at Prestidge Johnsen Operations, LLC. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved in raising and managing a small herd of show cattle as an independent contractor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Thomas Puccinelli is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individual, corporate, and institutional investors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.