Clifford Cadle Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Equitable Advisors and Advisors' Pride Inc. Outside of his advisory work, he is involved with Aspiration LLC, a construction business. 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, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Bonsol is a financial advisor with J.P. Morgan Securities in Carol Stream, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Avatar Securities. 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 searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and A.G. Edwards & Sons. He is also involved in other business activities as a financial advisor with Morton Private Wealth Strategies and Winkates Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, institutional, and nonprofit clients. The firm provides non-discretionary planning tailored to client goals using risk profiling and modeling tools and supports municipal and public finance work as well as SIMPLE IRA advisory programs.

Christopher Petrungaro is a financial advisor with Edward Jones in Elmhurst, IL, holding Series 63, Series 65, and Series 66 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 2018 and previously worked at New York Life for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Adrian Little is a financial advisor with LPL Financial in Deerfield, IL, holding Series 66 and Series 63 registrations and bringing 16 years of industry experience. His prior roles include 14 years at J.P. Morgan Securities and concurrent experience at JPMorgan Chase Bank, N.A. for 17 years. 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, model portfolio programs, and institutional platforms, leveraging technology and a large network of advisors.

Steven Whiting II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at WFGIA/Transamerica Financial Advisors and several major airlines, such as American Airlines Group, National Airlines, FedEx, and United Airlines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm combines a large retail advisor and branch presence with affiliated capabilities, including a trust company and proprietary funds, operating under a fiduciary standard.

Brian Brennan is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Brennan Financial Group, PFS Investments Inc., Misfits Health, Leapfrog Brands, James Hardie Building Products, and Reyes Holdings. He has been affiliated with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Kindred Healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI technologies, and its registered role with the CFTC as a commodity pool operator.

Matt Vahl is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With over 30 years of experience in the financial services industry, he partners with clients to identify and understand their financial goals and develop personalized plans aimed at achieving financial freedom, flexibility, and peace of mind. Prior to joining Fidelity Investments, Matt worked as a Financial Services Professional at New York Life from 1996 to 2019. He began his career as a Financial Services Wholesaler at Talbot Financial Services from 1994 to 1996. He holds a California Insurance License.

Marvene Devoy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Prior to joining Wells Fargo in 2016, she worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

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. His background includes work with PFS Investments Inc. and involvement with the Republican Party in Illinois and Rhode Island. He has also operated Solorio Strategies LLC, a private business venture. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,698 advisors and manages about $15.5 billion in assets, delivering model-based investment strategies primarily for individual investors.

David Pearlstein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a decade at Merrill prior to that. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

David Figarelli is a financial advisor with Primerica Advisors in Schiller Park, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has served the Village of Schiller Park since 2018. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing oversight and disclosure in its investment approach.

Nicole Calow is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with OSAIC and previously worked at Lincoln Financial Securities Corporation for 12 years. Calow also operates as an insurance agent offering accident and health insurance, fixed and indexed annuities, long-term care, property and casualty, and traditional life insurance through Kensington Financial Services. OSAIC serves a broad range of retail and institutional clients, providing both brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and program arrangements.

Nancy Venice is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Edward Jones in 2023, Nancy worked at Stifel Financial Corp. for five years, Tug Career Services for six years, and Bufka & Rodgers LLC for nine years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch and JPMORGAN Chase Bank, N.A. Prior to her career in finance, she was involved in the healthcare industry through Stellar Home Health Care Inc. 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 searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, utilizing forward-looking capital market assumptions to develop model asset allocations.

Steven Czech is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Mutual Fund Store and Natcity Investments. Czech has been with Financial Engines Advisors L.L.C. and its predecessor entities since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

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.

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.