Thomas Zarndt is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Paul Peterson is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and offers management through affiliated or unaffiliated sub-advisers.

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.

Qamil Dervishi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Haidi Zimmermann is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes roles at KFORCE, Search Pros Staffing, Experis (JPMorgan Chase), Robert Half Financial Services (The PrivateBank), and Pfs Investments Inc. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Brian Simkin is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked with Cetera since 2008 and also serves as a treasury analyst at Crate and Barrel. In addition to his advisory role, he operates Simkin Financial Advisors, providing investment advisory services since 2015. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting solutions, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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 a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at JPMorgan Chase & Co. from 2022 to 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dennison White is a financial advisor with Edward Jones in Algonquin, IL, holding Series 63 and Series 66 designations 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, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a nationwide network of roughly 23,701 advisors.

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 Chicago, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Selective Wealth Solutions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.