Turner Carvin is a Financial Consultant at Fidelity Investments. In this role, he specializes in helping clients articulate their financial goals and develop personalized strategies to pursue them. He focuses on delivering tailored guidance that aligns with each client's unique circumstances, values, and aspirations. Turner has been with Fidelity Investments since 2019, progressing through roles including Customer Relationship Advocate, Workplace Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2024. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional work, Turner engages in family activities and enjoys football, parenthood, and tennis.

Farrahlyn Vo is a financial advisor at Morgan Stanley in Deerfield, IL, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at RBC Capital Markets and Oppenheimer. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Sarah Osborn is a Series 66-licensed financial advisor with Equitable Advisors, based in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, she worked for four years at Legacy Solar. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through both proprietary and third-party solutions.

Abby Stancik is a CFP® professional at Raymond James & Associates with 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group. She is based in Deerfield, IL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable focus on municipal advisory services and employer retirement plan consulting.

Mark Harms is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is an author. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management options, supported by research and technology tools.

Dorothea Isaacson is a financial advisor at Morgan Stanley in Deerfield, IL, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, Wells Fargo Clearing, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory process, offering a broad range of investment and financial planning solutions.

James Morrissey is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of advising, he serves as a game day uniform inspector for the National Football League and is involved in public speaking related to football. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm delivers its services through a broad network of Investment Adviser Representatives, offering a mix of proprietary and third-party investment programs without sponsoring its own wrap fee program.

Robert Siuty is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2008 to 2022 and Charles Schwab since 2022, including Charles Schwab Bank beginning in 2023. Based in Northbrook, IL, he works within a firm that 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Gregory Corey is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to his current role, he spent 13 years at Medline Industries, Inc. He serves on the boards of Next Gen and the Loyola Academy Business Network. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Eulalia Turkowski is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked for Wayne Hummer Investments LLC for a decade before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mihaela Pruski is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as a position at CorePower Yoga. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by affiliated investment management entities.

Paul Peterson is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory roles to multiple registered investment companies.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Alix Krupa is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Adam Fleishman is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Jennifer Pestikas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 21 years and has been involved with Abbott Laboratories Employees Credit Union since 2012. Outside of her advisory role, she is an author and podcast host for "Brave Women at Work" and owns Jennifer Pestikas Coaching LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Darin Daniels is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Nations Lending, Wells Fargo Home Mortgage, and Cherry Creek Mortgage. Outside of finance, he was involved with Fitness Factory Inc. for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides model-based and discretionary managed account services to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a range of investment strategies developed by internal and third-party managers.

Ashley Duresa is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill, Zekelman Industries, and Lake Forest College. Outside of her advisory role, she is involved in sales and marketing for online retail businesses including Amazon and Beacons. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including corporate financial planning agreements.

Marci Brodsky is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing for seven years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach includes a distinctive enrollment process and recommendations developed with proprietary research and third-party data within an affiliated product ecosystem.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.