Ashton Rudd-Washington is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager from 2021 to 2023. Prior to joining Fidelity, Ashton worked at JP Morgan Chase Bank from 2017 to 2020, where he served as Lead Teller Operation Specialist, Relationship Banker, and Private Client Banker. In his role as a Financial Consultant, Ashton focuses on helping clients accumulate wealth through tax-efficient investing while minimizing risk. He collaborates with clients to co-create financial plans that address important goals such as retirement and legacy planning, including generating income strategies for retirement. Outside of his professional work, Ashton has personal interests in cooking and baking, fitness, hiking, visiting museums, and traveling.

Mario Palacios is a financial advisor with Edward Jones in Arlington Heights, IL, holding the CFP® designation and Series 66 license. He has eight years of industry experience, including five years at Capital One prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million clients with a range of investment programs and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

David Olson is a financial advisor at Osaic with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Distribution Services and Northwestern Mutual. His background also includes time in full-time education and a role at Seven Bridges Golf. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies.

Gregory Powell is a Series 63 licensed financial advisor with 42 years of industry experience. He is currently affiliated with Cetera and has held various roles within Cetera and its associated entities since 2012. He also serves as a compliance officer at Horizon Financial Group and Horizon Financial Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

Karen White is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 66 registrations and possessing 16 years of industry experience. Her prior work includes roles at First Allied Securities LLC and LPL Financial, LLC. She is also a partner in a family business distributing health products through Shaklee.Com/Teamknopp LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Artiz Stroud is a financial advisor at Cetera with 14 years of industry experience and holds Series 63 and Series 66 registrations. His background includes a long tenure at Fidelity Investments and roles at multiple Cetera entities. Outside of his advisory work, Stroud is engaged as a professional life coach and co-owns Shepherd Effect, an organization focused on fatherhood and family education. He also operates businesses providing estate planning preparation coaching, budget coaching, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sharon Schwager is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She has held prior roles at Creekview Wealth Management and previously worked at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Curtis Whitehouse is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a 12-year tenure at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Eric De Novo is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has worked at Bank of America and Merrill Edge, alongside roles in various other sectors including retail and community services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christine Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and its investment management division since 2010. Messerschmidt serves as a board member of the We Raise Foundation, which supports Christian nonprofit organizations addressing poverty, violence, and inequality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses that cover a wide range of financial topics, delivered as either one-time or ongoing engagements separate from portfolio management.

Paul Maurin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2015. In addition to his advisory role, he is involved in general tax and accounting activities through his ownership of Accountants & Financial Planning Associates and serves as CFO of DLS Computer Services, Inc. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various custodial and legacy program arrangements.

Denise Bondiman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2014. 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 screening, qualitative research, and ESG considerations, supported by centralized due diligence and affiliated implementation services.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Heather Torseth is a financial advisor with LPL Financial in Cary, IL, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at BMO Harris Financial Advisors and Citigroup. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio management strategies.

Keith Pinsoneault is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Edward Jones in Barrington, IL, having joined the firm in 2026. His prior experience includes roles at Janus Henderson and REINHART PARTNERS, Inc. 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, supported by a large nationwide network of financial advisors and branch offices.

Laura Repel is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2009, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1989. 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 asset allocation advice, investment manager selection, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG frameworks and offering capabilities in derivatives and commodities.

Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Aaron Haack is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stevenson High School. 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.

Juan Gaytan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Edward Jones and JPMorgan Chase Bank, N.A. Gaytan is also a co-owner of Gaytan Enterprise LLC, an entity created with his wife intended for operating a beauty salon, though it is currently inactive. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.