Mark Harms is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is an author. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management options, supported by research and technology tools.

W. Merkler is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Adnan Junaidi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance specializing in mission-based asset allocation strategies, particularly for institutions such as nonprofits and tribal nations. Adnan focuses on aligning investment policies with purpose-driven outcomes, balancing risk with measurable goals to support clients' long-term missions. He holds a Bachelor's Degree from Oxford Brookes University and has earned several professional designations, including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing strategic investment approaches for institutional clients. Adnan approaches his work with a foundational philosophy that effective risk management is key to compounding capital over time. He maintains current knowledge of market trends and regulatory changes through continuous reading and research to provide informed advice. Outside of his professional career, Adnan enjoys chess, cricket, poetry, and relaxing with a well-earned beverage.

Gregory Corey is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to his current role, he spent 13 years at Medline Industries, Inc. He serves on the boards of Next Gen and the Loyola Academy Business Network. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Victor Karas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Avantax Advisory Services and US Financial Services Limited. Outside of his advisory role, he serves on the board of directors for the Altgeld Commons Lofts Condominium Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Kevin Stevens is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting business ownership with PMM Partners, Inc. Ameriprise offers specialized retirement-income planning services tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Robert Amos is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Pruco Securities LLC, Efinancial, and H&R Block. Outside of financial services, Amos is also an author and publisher in the arts and entertainment sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach, offering access to third-party asset managers and a range of financial planning and consulting services.

Gladys Lomeli is a financial advisor with Primerica Advisors in Cicero, IL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with Primerica Advisors since 2005 and was previously involved with the Stars Project Engineering Academy from 2013 to 2019. In addition to her advisory role, she participates in the sale of home security and automation products through an affiliate of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and 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, with portfolio management and trading delegated to BNY Mellon Advisors.

Chad Agnew is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes positions at TD Ameritrade, Scottrade, and DWS Investment Management Americas. Outside of his advisory career, he is licensed to umpire youth and high school baseball games. 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 provides a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

Edgar Perez is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at HomeSafe, Thrivent Financial for Lutherans, Insight Enterprises, and the University of Arizona. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

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.

Michael Marino is a financial advisor with Primerica Advisors in St. Charles, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Bohannon Financial since 2020 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory roles, Marino is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited number of separately managed accounts. The firm emphasizes a tiered wrap-fee structure and employs third-party asset managers overseen by its internal due diligence process.

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.

Michael Blomstrand is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife and its affiliates from 1993 to 2017. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers diverse programs including estate settlement and employer-sponsored planning.

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.