Jeff Slattery is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he operated DreamLander Eco-Adventure Tours for five years. 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 within a non-discretionary program. Their advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Sara Brown is a financial advisor with Fidelity in Naperville, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked at Fidelity Investments and its affiliates since 2015, with prior roles at TD Ameritrade and Harrisdirect. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including commodity pool operator registration and advisory roles for multiple registered investment companies.

Aira Lodygowski is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with BMO Harris since 2011, including roles at BMO HARRIS BANK from 2011 to 2018, and joined LPL Financial in 2018. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

Valerie Sitarz is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of finance, she has experience with tutoring and autism therapy services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management and fund advisory, and it employs systematic methodologies and oversight controls while also serving as an advisor to multiple registered investment companies.

Michael Ulaszek is a financial advisor with Edward Jones in Geneva, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aaron Feinblatt is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing several business entities related to the operations of his financial advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income stability and tax-efficient withdrawal strategies.

Bruce Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Adisa Hadzic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and also has experience at JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Joseph Miceli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he is involved in health and life insurance renewals as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options, including automated allocations and direct indexing.

Jasmine Flores is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. She has worked at several firms including Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Stefan Borso is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab for nine years. Borso is also involved with GreenState Wealth Management. 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 range of financial planning and portfolio management solutions, using a variety of investment strategies supported by research and technology.

Gerald Rienton is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and creating tailored financial plans. He has been with Fidelity Investments since 2019, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Gerald worked as a Personal Banker at JPMorgan Chase Bank and U.S. Bank. Throughout his career, Gerald has developed expertise in financial planning and client relationship management. He emphasizes building relationships based on trust, reliability, and curiosity, utilizing Fidelity's tools and resources to support clients and their families in achieving their financial objectives.

Vicky Campbell is a financial advisor with Raymond James & Associates in Naperville, IL, holding CFP® and Series 63 designations and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of advising, she owns and operates Resurrection Ranch, a facility that offers horse boarding and riding lessons. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser supporting a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on diverse portfolio management styles and affiliated research.

Martin Friel II is a financial advisor with Ameriprise in Geneva, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves as president of the Tri-Cities Soccer Association and has been a youth soccer referee for multiple local leagues. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Stephen Potts Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at LPL Financial since 2015, with previous roles at Opus Wealth Management Group and MSI Financial Services, Inc. Potts is involved in tax preparation and accounting through ownership of HighPoint Tax Services, LLC. 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, supported by advanced research and operational tools.

Jennifer Kaehu Hervai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, with prior experience at Bank of America and Patrick BMW. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Gregory Farber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within JPMorgan entities since 2004, along with prior positions at Calamos Wealth Management, Lasalle Street Capital Management, Oppenheimer, and CIBC World Markets. He is also employed by JPMorgan Bank, enabling him to offer bank deposit and credit products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Joel Carlsen is a financial advisor with Morgan Stanley in Lisle, Illinois, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in trust services based in Dover, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Machaj is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and the Catholic Order of Foresters, as well as positions outside the financial sector at Hamilton's Pub and Lewis University. Charles Schwab & Co., Inc. serves 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 affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

George Torres Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018, and previously spent ten years at FirstCash Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research, with capabilities in derivatives and commodities through affiliated entities.