Sayre Chick is currently a Planning Consultant at Fidelity Investments, a role they have held since 2026. In this position, Sayre collaborates with clients to develop financial plans aimed at achieving their financial goals, emphasizing trust and reliability in client relationships. Sayre's experience in the financial services industry includes previous roles at Fidelity Investments, such as Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). Prior to joining Fidelity, Sayre worked as a College Financial Services Representative at Northwestern Mutual from 2023 to 2024. Outside of their professional work, Sayre's personal interests include fishing, fitness, golf, snowboarding, and traveling.

Rebecca Falco is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked previously at William Blair and The Leaders Group Inc, among other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with implementation responsibility resting with the client.

Peggy Wallace is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with PFS Investments Inc and Primerica Financial Services throughout her career. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and employs a range of model-delivery strategies managed by third-party asset managers.

Toby Alattar is a financial advisor with J.P. Morgan Securities based in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research to build model allocations and incorporates ESG criteria within its recommendations.

Brandon Knopf is a CFP®-certified financial advisor with 16 years of industry experience, currently serving with LPL Financial since 2021. His background includes over a decade of experience with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies, where he has also maintained ongoing insurance sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad range of investment strategies and advisor tools.

John Puthenveetil is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Equity Group, LLC for five years. His other business activities include serving as a trustee for a close family friend and holding power of attorney for his spouse in investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to provide a range of brokerage and advisory solutions.

Nicholas Garvey is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked for Mercedes Benz of Orland Park for ten years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Daniel Wilkinson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include working at Etiquette Financial Partners and service at LaGrange Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management options, supported by a large network of investment adviser representatives.

Jason Souder is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Scottrade and TD Ameritrade prior to joining J.P. Morgan in 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering customized asset allocation advice, investment manager searches, and performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Edward Stanislawek is a financial advisor at Fidelity with a Series 66 license and no prior industry experience. His work history includes roles at Scott Harris and Scobie Martin, as well as several positions held during his education at the University of Illinois Urbana-Champaign and Oak Lawn High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including funds-of-funds and model portfolios.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Darek Chlipala is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following a 17-year tenure at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party money managers.

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual and its affiliates since 2013, following a one-year tenure at Northwestern Mutual Investment Management. Jasper is also licensed as a life and health insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning engagements.

Christopher Lam is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Progressive Insurance, and T-Mobile. 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. Schwab offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Todd Raclaw is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Raymond James and its affiliates since 2011. Outside of his advisory role, he is president of Todd Raclaw Investments, LLC, a support company established for payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to assist clients with goal-based investment decisions.

William Fitzgerald IV is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, Northwestern Mutual Investment Services, and held various positions at educational and recreational institutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver its services.

Joseph Mardirosian is a financial advisor at Morgan Stanley with a Series 66 designation and experience dating back to 2015. His career includes roles at U.S. Bank Global Fund Services, RSM US LLP, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Karen Montemayor is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In her role, she focuses on understanding her clients' personal, professional, and financial goals to develop comprehensive financial plans tailored to their needs. She works closely with clients throughout the implementation and ongoing adjustment of these plans. Prior to her current role, Karen worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Her experience encompasses providing financial advisory services aimed at supporting clients in achieving their financial objectives. Karen emphasizes building strong relationships with her clients to adopt a holistic approach in financial planning. Further details regarding her education, credentials, personal interests, or community involvement have not been provided.

Mark Giovanazzi is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm utilizes structured financial planning tools and proprietary modeling techniques, managing approximately $2.74 trillion in client assets.

John Ciullo is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience working in various roles outside the financial industry, including positions at Indiana University and several food service businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach integrates proprietary investment research and third-party data within a structured advisory framework.