Natalia Peterson is a financial advisor at Charles Schwab with 3 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2023. Her prior work experience includes roles at Actalent Services, KinderCare Learning Centers, and Walmart. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a centralized operational structure.

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.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

Alexander Rodriguez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. Outside of his advisory role, he is involved with Lighthouse of Alexandria LLC, a private investment entity focused on managing a personal real estate portfolio. 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 applying an ESG eligibility framework in its recommendations.

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.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has a part-time involvement as a landlord in Chicago. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

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.

Jill Strampel is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 66 designation and has been with Cetera and its affiliated entities since 2005. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Joel Norman is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding the Series 66 designation and four years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Michigan Financial Companies, and Great Lakes Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-supported planning processes and provides various specialty planning programs, including divorce and employer-sponsored planning.

Jason Douglass is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2003. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

James Daniels is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large nationwide network of advisors and branch offices.

Karol Szuster is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Edward Jones from 2019 to 2022. Outside of his advisory role, he is an owner and partner of GeoOptics, a technology company that collects weather pattern data, though he holds no active role in the business. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Michael Ruggiero is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is an adjunct professor at Purdue University and owns a consulting business, AMD&C, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendation reports delivered by a centralized consulting team.

Vickey Ippolito is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked with GoPay LLC and has a background that includes various roles in the hospitality industry. Outside of finance, she serves on the board of a nonprofit acting school and is active as an actress with the Milwaukee Talent Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory services.

Cristina Dogaru is a financial advisor with Ameriprise in Glenview, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved in caregiving through Best In-Home Service, Inc. and manages LAC Care Services as its president. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, primarily delivering its services through a centralized consulting team in partnership with individual advisors.