Harvey Saint Jean is a financial advisor at Merrill with Series 65 and Series 63 credentials and two years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, and Robinhood Markets. Outside of finance, he owns and operates DJ Major, a sole proprietorship providing DJ services and digital content creation. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Arnold is a financial advisor at Edward Jones in Winfield, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Seth Pietrini is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He previously worked at Invesco Advisers, Inc. and Powershares Capital Management. Pietrini is also the owner and operations manager of Legacy Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored non-discretionary planning and consulting through analytical tools and various advisory programs.

Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eva Hahn is a financial advisor with Raymond James & Associates in Schaumburg, IL, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles with the Islamic Society of Northwest Suburbs and various nonprofit organizations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicholas Styczen is a financial advisor with LPL Financial in Lisle, IL, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Spc and Sigma Financial Corporation from 2011 to 2023. He also owns StyCzen Financial Inc., an entity used for tax and investment purposes. 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, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Gabriel Siracusano is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and is based in Naperville, Illinois. He has been with Wells Fargo Advisors since 2023 and has a background as a student spanning 20 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations using Wells Fargo research and planning tools.

Cheryl Duncan is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where she has worked since 2012, accumulating 13 years of industry experience. She is also associated with Nature's Sunshine Products, a nutritional supplements business. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Miguel Jimenez is a financial advisor with J.P. Morgan Securities, holding the ChFC® and Series 66 credentials and bringing 27 years of industry experience. He previously worked at TIAA and TIAA-CREF for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alan Delcorse is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2013 and previously at Highpoint Advisor Group for eight years. Delcorse occasionally sells fixed insurance products, including term, whole life, universal life, and long-term care insurance, through outside agencies. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Troy Wallace is a financial advisor with Stifel in Naperville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2001. Outside of his advisory role, he serves as a board member for Earthen Vessels Outreach, an inner-city after-school mentoring program in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Yiqing Dong is a financial advisor at Ameriprise with six years of industry experience. Before joining Ameriprise, Dong worked at the National Immigration Forum and World Relief Corp. Dong serves on the boards of A Rocha USA and World Relief, contributing to nonprofit governance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, non-discretionary recommendations with an emphasis on tax efficiency and asset management within Ameriprise accounts.

Darrell Malano is a financial advisor at Osaic with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sagepoint Financial, Inc. for 18 years. Outside of his advisory role, he serves as president of a local nonprofit branch of Western Catholic Union and owns a financial services sole proprietorship focused on agency supervision. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Michael Mcgriff is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fidelity Investments and its affiliates since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Michael Seagren is a Certified Financial Planner® affiliated with Wells Fargo Advisors in Naperville, IL, with 19 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory work, he is involved in musical entertainment through Bradley Hides Music LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning options. The firm offers tailored recommendations supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Hugh Coonrod Jr. is a CFP® credentialed financial advisor with 42 years of industry experience, currently associated with LPL Financial. He has worked at Linsco/Private Ledger Corp since 2010 and is the sole owner of Coonrod Financial Services, through which he provides securities and insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Thomas Hennessy is a financial advisor with LPL Financial in Naperville, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Cetera Advisor Networks LLC and John Matsock & Associates. He is also involved with Matsock Financial Inc., a business related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Deanna Schoewe is a financial advisor at LPL Financial with nine years at the firm and a total of four years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior work includes roles at BMO Investment Services and BMO Harris Bank. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

James Filson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. His career includes long tenures at Waddell & Reed and various insurance carriers, followed by a brief period at EMRJ, LLC before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.