Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Adam Marfurt is the Vice President and Branch Leader responsible for leading a team of financial professionals to deliver an exceptional client experience and foster long-term relationships. He has held leadership roles as a Branch Leader at Charles Schwab from 2021 to 2022 and at TD Ameritrade from 2017 to 2021. Prior to his leadership positions, Adam worked as a Senior Financial Consultant at TD Ameritrade from 2014 to 2017 and as an Active Trader Account Executive at TradeStation Securities from 2010 to 2014. Adam's professional experience spans client relationship management, team leadership, and financial consulting across multiple firms in the financial services industry. Outside of his professional career, Adam is interested in running, soccer, and tennis.

Rafal Mosior is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Merrill since 2016 and also has experience with Bank of America, N.A. outside of Merrill. In addition to his advisory role, Mosior is involved part-time with T.A.R. Restoration Inc., a roofing company where he conducts client meetings and roof inspections. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sayre is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 licenses. He has 42 years of industry experience, including 13 years at Prudential Equity Group, LLC, before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

David Page is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1998. Outside of his advisory role, Page is an independent insurance agent specializing in fixed products and has served as an Illinois state senator, dedicating part of his time to public service. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Leland Galan is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at Edward Jones from 2015 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Kevin Fanning Sr. is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Raymond James Financial since 2009. He is also the owner of Fanning Investment Partners, Inc., a support company, which he has operated since 2007. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique advisory affiliations.

Patrick Mc Ewen is a Series 66-licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Ryan Rymarzak is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and build customized plans to meet their unique needs. He places a strong emphasis on forming and maintaining relationships based on trust, reliability, and competency. Ryan has accumulated extensive experience in the financial services industry, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2022. His leadership roles include serving as Branch Leader at TD Ameritrade from 2018 to 2020 and Producing Branch Leader at Scottrade between 2014 and 2018. Earlier in his career, he worked as a Senior Stockbroker at Scottrade from 2010 to 2014.

Ian Williams is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as a Financial Advisor at Morgan Stanley from 2020 to 2022, and began his career as a Trainee at Thrivent in 2020. His professional experience encompasses various aspects of financial advising and consulting. Ian focuses on understanding the unique financial situations of his clients to co-create personalized plans aligned with their goals. He emphasizes the importance of client engagement and collaboration in maximizing the benefits available through Fidelity Investments. Additional details regarding Ian's education, credentials, personal interests, or community involvement were not provided.

Scott Grady is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2013, including both Ameriprise Financial Services, Inc. and Ameriprise. 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 deliver these recommendations, primarily for clients with assets managed within Ameriprise.

Alison Cardozo is a financial advisor with J.P. Morgan Securities in Schaumburg, IL, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2018. Outside of her advisory role, she serves as an administrator and general partner at Jambtech Services Inc., a non-investment business where she manages administrative functions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and an ESG eligibility process.

Katarzyna Wiselka is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. She is connected to a family-owned electrical services business through her spouse. 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, institutions, and charitable organizations.

Vivek Thayalan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Fidelity Brokerage Services, Bank of America, Merrill, and Citibank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joshua Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, Superior Ambulance, and Inventory Returns & Solutions. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Anil Rathi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes eight years at A. G. Edwards & Sons, Inc., followed by ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with third-party analytics to support its investment approach.

Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. He has also worked outside the financial industry, including at Amazon and Olive Garden. 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 advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies across various account types.

Michael Coldwell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and 65 licenses and accumulating 25 years of industry experience. His prior roles include positions at Edward Jones and Cuna Mutual Group. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Terrence Moran is a CFP®-designated financial advisor with 44 years of industry experience, currently affiliated with LPL Financial since 2009. He also has a long tenure at Select Benefits Inc, where he has worked since 1995, focusing on non-variable insurance products. Moran holds a significant interest in fixed insurance business activities through entities connected to his advisory work. 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, offering financial planning, model portfolios, third-party asset management, and institutional platforms with an emphasis on customizable investment strategies and operational support tools.

Alexander Deleon is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and joined Edward Jones in 2023. Prior to his career in financial advising, he worked in healthcare, including roles as a registered nurse at Advocate Condell Medical Center and Advocate Lutheran General Hospital. He continues to serve as a registered nurse on an as-needed basis. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.