Laurence Frank is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He previously worked for Culter Group LLC for 15 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities 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 in its recommendations.

Karl Lorenz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning that employs firm-approved tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Jesus Solorio is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at PFS Investments Inc. and has been involved with Republican Party organizations in Illinois and Rhode Island. Additionally, he operated Solorio Strategies LLC for two years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs a model-driven investment approach managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Pearlstein is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, 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 structured planning tools such as Monte Carlo simulations to model outcomes.

Nicholas Boudreau is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Based in Chicago, IL, he is part of a large team of advisors at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors.

Nicole Calow is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of her advisory role, she is also an insurance agent offering accident and health insurance, fixed and indexed annuities, long-term care insurance, property and casualty insurance, and traditional life insurance. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services alongside financial planning and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Nancy Venice is a financial advisor with Edward Jones in Itasca, IL, holding Series 65 and Series 63 licenses with 13 years of industry experience. She previously worked at Stifel Financial Corp. from 2018 to 2023 and Tug Career Services from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and various affiliated investment products while operating under a fiduciary standard.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Anasavanh worked at Merrill Lynch from 2022 to 2025 and held roles at JPMorgan Chase Bank, N.A. from 2021 to 2022 and again starting in 2025. Anasavanh also has six years of experience at Stellar Home Health Care Inc. J.P. Morgan Securities provides institutional consulting services to clients such as 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 services on a non-discretionary basis.

Steven Czech is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC. He is based in Northbrook, IL. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Thomas Morton is a Series 66 licensed financial advisor with Morgan Stanley, based in Deerfield, IL, and has two years of industry experience. Prior to joining Morgan Stanley, he was self-employed for 13 years. Outside of his advisory role, he teaches paddle tennis lessons through the Wilmette Park District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and strategies to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans through its Financial Advisors and Estate Planning Strategies Group.

Trevor Wurtzebach is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank and J.P. Morgan Securities for the past 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of wealth advisors.

James Wahout is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup Global Markets for 15 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anna Bouthillette is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Charles Schwab since 2021 and previously held positions at Fidelity Brokerage Services, Raymond James Financial Services, and PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and a centralized operational structure.

Heather Chron Bernard is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Engage2Learn and spent over two decades with Chicago Public Schools. She serves as a community member on the Edison Park Local School Council, participating in principal evaluations and school budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

Mark Luperini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he spent time at PNC and Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s investment process integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis with clients retaining final decision authority.

Giuseppe Longo is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he guides clients through complex financial situations, leveraging his experience to simplify challenges and provide clarity. Giuseppe collaborates with various partners across Fidelity to offer comprehensive wealth management solutions. Giuseppe has been with Fidelity Investments since 2021, serving in several roles including Relationship Manager, Senior Transition Service Representative, and Transition Services Representative. Prior to joining Fidelity, he worked as a Senior Customer Support Representative at Morningstar from 2018 to 2020. Outside of his professional work, Giuseppe has personal interests that include cars, fitness, horseback riding, music, photography, and singing.

Clifton Mc Whorter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Aetna Life Insurance Co., among others. He is also involved with CHM Financial Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and leveraging research from multiple sources to support diversified investment approaches.

Derek Brase is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, NA dating back to 2004. 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 delivers advisory services alongside brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Spencer Decker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, employing discretionary and non-discretionary management supported by research from LPL and third-party sources.