Raymond Ercoli is a Series 66-credentialed financial advisor at Edward Jones in Elgin, IL, with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Suzanne Mui Good is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Stifel, CTL Global, and a 14-year tenure at Experian. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and systematic methodologies in managing model portfolios.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of her advisory role, she consults on skincare products for Rodan and Fields. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Yvette Domingo is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase & Co. from 2022 to 2024. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a notable role as a commodity pool operator and advisor to multiple registered investment companies.

Dennison White is a financial advisor with Edward Jones in Algonquin, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Frantesl is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of his advisory role, he is involved in a family-run non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning, asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Luis Garcia is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at CVS Caremark and Iontuition. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Kyle Adams is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Selective Wealth Solutions GRO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice. The firm’s approach includes collaborative planning, with recommendations based on investment research, third-party data, and algorithmic tools, and applies enrollment criteria requiring a minimum level of investable assets.

Joshua Schafer is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, The Huntington Investment Company, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

Heather Helmers is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Olga Brown is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and is based in Schaumburg, Illinois. Outside of her advisory role, she works as an independent contractor for a travel agency, assisting clients with their travel needs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies and its use of advanced methodologies, including AI, in portfolio development.

Brett Schulz is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he spent 20 years with Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Mike Chukhman is a Financial Consultant at Fidelity Investments, where he partners with clients to help them make prudent financial decisions for themselves and their families. He utilizes his industry experience and Fidelity's resources to provide personalized, comprehensive financial planning for clients of all ages and backgrounds. Mike is committed to understanding his clients on a personal level and aims to be their trusted advisor over the long term. His professional experience includes roles at Fidelity Investments as an Investment Consultant and Relationship Manager, as well as positions at JPMorgan Chase Bank as a Private Client Banker and Relationship Banker. This background has provided him with a broad understanding of financial services and client relationship management. Outside of his professional work, Mike has interests in comedy, fitness, food, social events with friends, music, and reading.

Matthew Simpson is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Jeffrey Ziemnik is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2010, including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Laura Flores is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

Ryan Bagarella is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith for seven years. His background also includes time at Pappy's Sweet Shop and Purdue University. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Paula Campian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, she worked at BMO Bank NA for seven years and Citibank for three years. 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 through a large network of investment adviser representatives, utilizing various portfolio management options and technology tools to support client investment decisions.