Stefanie Synal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and with 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 provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Trifilio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Camargo Group and JPMorgan Chase Bank, N.A. Since 2015, he has also owned and operated a lifestyle blog, FrugalReality.com. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Kevin Krause is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2016. The firm provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence approach to support non-discretionary decision-making.

Jane Martin is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Investments from 2015 to 2024. Outside of her advisory role, she is a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management decisions.

Andrew Sessa Jr. is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Norina Farms, The Saloon, Exactus Advisors, and the University of Iowa. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, algorithm-assisted retirement planning recommendations.

Martin Lefty is a financial advisor with Ameriprise in Glen Ellyn, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, delivered by a centralized consulting team in partnership with client advisors.

Keith Mendell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Melissa Ingrande is a Series 66-credentialed advisor at Edward Jones with 12 years at the firm and 8 years of industry experience. Prior to joining Edward Jones, she worked at Best Buy for 9 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Paul Skowronski is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he specializes in areas such as college education planning, legacy planning, personal retirement planning, and portfolio management services. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul earned both his Bachelor's degree and Master of Business Administration (MBA) in Finance from DePaul University. He is involved with professional organizations such as the Bull Valley Golf Club and the Union League Club. Additionally, he contributes to the community as a mentor in the Alumni Sharing Knowledge (ASK) program at DePaul University. Outside of his professional work, Paul enjoys playing baseball, gardening, golfing, listening to music, reading, and spending time with his family.

Sumita Mishra is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed by School District U-46 for four years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jose Solis currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of financial professionals focused on delivering a customer experience centered around financial planning. Prior to becoming Branch Leader, Jose worked as a Planning Consultant at Fidelity Investments from 2022 to 2025. His career in financial services also includes roles as a Financial Solutions Advisor at Merrill Edge from 2017 to 2022, a Financial Consultant at E*TRADE Financial from 2015 to 2017, and a Branch Service Representative at E*TRADE Financial from 2014 to 2015. He began his financial services career as a Relationship Banker at JPMorgan Chase Bank NA from 2011 to 2014.

Isabella Rahman is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior work history at Equitable Financial Life Insurance and Equitable Advisors LLC. Outside of finance, she has held roles at Elmhurst University and Whole Foods Market. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Joseph O’Hare is a financial advisor with Ameriprise in Mount Prospect, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team and algorithmic tools.

Altynai Sulaimanova is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has experience with firms including PFS Investments Inc. and Primerica Financial Services, and also has involvement in tax-related businesses. Sulaimanova's background includes roles in accounting and logistics. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies primarily managed by unaffiliated asset managers and operates with approximately 3,935 advisors and about $15.5 billion in assets under management.

Dorothy Murdock is a financial advisor at Cetera with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services and New York Life Insurance Co. Outside of her advisory role, she is an owner of Selah Ridge Wealth and is active as an insurance agent selling fixed insurance and health insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jack Hull is a financial advisor with Osaic Wealth, Inc. based in St. Charles, Illinois. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, he serves as Vice President of Corporate Benefit Advisors, a firm providing employee benefits primarily focused on group medical insurance for small groups. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs sophisticated portfolio construction tools, supporting both discretionary and non-discretionary account management.

Luke Widmer is a financial advisor at Edward Jones in Wheaton, IL, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists for seven years. He serves as a board member for two private family foundations, Oakstone Foundation, Inc. and Steele Foundation, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Charles Menges is a financial advisor at Ameriprise in Barrington, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Korpack, Merkle Korff Industries (a Nidec Company), Golfcritique.com, D&W Fine Pack, and Menges Roller Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Ronald Kapraun is a financial advisor with Cetera in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Raymond James & Associates and Martingale Investment Group. Outside of advisory work, he is a partner in Kapraun Family Farm, LLC, and serves as a teacher aid providing religious education at Resurrection Catholic Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build custom strategies.