Eddie Favela is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at ICU Medical and Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Scott Verne is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Highland Park, IL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.

Kerri Duffy is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has been serving since 2017. She has extensive experience in wealth management and financial consulting, having held roles including Vice President Wealth Management Advisor and Vice President Financial Consultant at Fidelity Investments since 2004. Prior to that, she worked at Charles Schwab in various capacities from 1998 to 2004 and began her career as a Registered Representative at Olde in 1998. Kerri's professional focus is on understanding clients' unique perspectives and experiences to create a solid foundation for wealth planning strategies. She holds an Arkansas Insurance License and has developed expertise in private wealth management and financial consulting over her career. In her personal time, Kerri enjoys biking, family activities, playing musical instruments, caring for pets, and practicing yoga.

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.

Nicholas Boudreau is a financial advisor with Edward Jones in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.