Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nada Sinan is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, Premerica, and a 34-year career at Shell E&P. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and adviser to multiple registered investment companies.

Margaret Mahoney is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julia Schulz is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Schulz also holds a CPA license and is involved in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Garrett Oakey is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Marcus & Millichap and the Chicago Highlands Club. 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, and institutional investors.

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Eric Brezina is the Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with wealthy and affluent families to develop values-aligned investment strategies. Eric focuses on clarifying complex financial matters and educating clients to help them make informed decisions that reflect their multigenerational objectives. With 25 years of investing experience, Eric's career includes positions such as Vice President, Wealth Planner, and Relationship Manager at Fidelity Investments, as well as leadership roles in the financial sector with UBS, Barclays Capital, and Lehman Brothers. His expertise encompasses portfolio design and planning frameworks aimed at preserving optionality and advancing clients' key priorities. Outside of his professional work, Eric has interests in board games, cooking and baking, food, football, gardening, and traveling.

Howell Granger III is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to align them with appropriate advisory models, utilizing both proprietary and third-party investment solutions.

Colin Kowalczyk is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior work includes roles in education and community service, along with managing a catering business. Merrill, along 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 a variety of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Tiger Stidnick is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he was employed at GoDaddy.com, LLC for two years. 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 provides investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Andrew Bennett is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Midwest Professional Planners, Ltd. from 2005 to 2010. Bennett serves as Stewardship Chairman and Trustee at First Presbyterian Church of Arlington Heights and is a board member of the Western Golf Association. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party advisory programs to deliver customized investment solutions.

Mark Lucaccioni is a CFP® professional affiliated with LPL Financial in Oak Brook, IL, bringing 30 years of industry experience. His career includes roles at CUNA Brokerage Services, Inc., and he has operated Prairie Rock Financial Group and Prairie Sky Financial Group alongside his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, and institutions. The firm supports its network of over 22,800 advisors with technology and a broad platform that includes advisory and brokerage services.

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Mark Nawrocki is a ChFC® designated advisor with 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, following previous roles at Brooklight Place Securities, LPL Financial, and Waterstone Financial Group. Nawrocki is also the owner of separate fixed insurance sales and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms and custodians.

George Eleftheropoulos is a financial advisor with J.P. Morgan Securities in Burr Ridge, IL, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been with JPMorgan Securities LLC since 2013 and previously worked at Chase Investment Services Corp. in 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes ESG considerations.

Brandon Pogue is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. In addition to his financial career, he has been involved with Gourmet Coffee Tea & Beyond I, Inc. since 2008. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, utilizing model-delivery investment strategies managed by third-party asset managers.

Christopher Wills is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Dovenmuehle Mortgage, Inc., American Honda Finance Company, Northern Illinois University, and McHenry County College. Merrill, along 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 plans, corporations, and charitable organizations.

Christopher Buol is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at City National Bank since 2019 and has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services that are tailored to clients' risk profiles and utilize both in-house and third-party investment managers.

Lynn Snedden is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Lynn worked with Eric Degnan and held roles at Waddell & Reed Inc and various insurance carriers associated with W&R Insurance Agencies. Lynn is also involved in tax preparation and accounting activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Hughes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Hughes holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.