Bevan Bradshaw is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2011. 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 brokerage, distribution, and investment management capabilities.

Mari Danner is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm utilizes a structured financial planning process with tools such as Monte Carlo simulations and serves clients through direct plans as well as corporate financial planning agreements.

Chris Mancera is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2010, also maintaining a role at JPMorgan Chase Bank since 2005. J.P. Morgan Securities provides institutional consulting services to clients such as 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 services on a non-discretionary basis.

Jeffrey Schmidt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Black Rose Consulting Group. 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 IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Brown is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Edward Jones and previously worked at Beacon Pointe Advisors and Invesco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Kevin Honan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at PNC Investments and PNC Bank. He holds a Series 66 designation. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Henderson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Financial Life Insurance and involvement with professional soccer organizations such as Independence FC and Indy Eleven. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria in its investment recommendations.

Joseph Egan is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Lake Forest, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and proprietary analytical tools, managing approximately $2.74 trillion in client assets.

Richard Knier is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and spanning 33 years in the industry. He has been with Merrill since 1992 and has concurrent tenure at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity in Deland, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America enables access to a wide range of products and services beyond typical wealth management offerings.

Mary Rosenquist is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Jim Juchcinski is a Series 66 licensed advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Ajax Trading, as well as teaching positions at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Petruzzi is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining J.P. Morgan, he worked at New York Life Insurance Company and has a background in the fitness industry. 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 an ESG eligibility framework in its investment approach.

Michael Boettcher is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the managing member of Tomeo LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning process.

Gary Riederman is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with the firm and its predecessors since 2010, including roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and a range of discretionary and non-discretionary investment solutions.

Nathan J. Cluxton is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and has also been associated with Harris Investor Services, Inc since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Valerie Foley is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Her work history includes roles at Fidelity Investments, J.P. Morgan Securities, TD Ameritrade, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Nikolaos Balis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory with affiliated brokerage and investment management capabilities.

Samuel Siegel is a financial advisor with Merrill in Northbrook, IL, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Bank of America, UL Solutions, and involvement with the University of Iowa College of Engineering. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, pension, charitable, and corporate clients. The firm integrates its services within Bank of America’s broader platform, providing access to a diverse set of investment products.

Jason Lorenzo is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2019 and previously at Bank of America, N.A. Since 2017, he has also been involved in the restaurant industry as a server at RockSugar Southeast Asian Kitchen. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s platform, providing access to a wide range of investment products and services.

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 20 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.