Yvette Domingo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at JPMorgan Chase & Co. from 2022 to 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.

Dennison White is a financial advisor with Edward Jones in Algonquin, IL, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard, supported by a nationwide network of roughly 23,701 advisors.

Luis Garcia is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at CVS Caremark and Iontuition. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Kyle Adams is a financial advisor with Ameriprise in Chicago, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Selective Wealth Solutions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heather Helmers is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, with a focus on assets held in Ameriprise Managed Accounts.

Olga Brown is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and is based in Schaumburg, Illinois. Outside of her advisory role, she works as an independent contractor for a travel agency, assisting clients with their travel needs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies and its use of advanced methodologies, including AI, in portfolio development.

Brett Schulz is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he spent 20 years with Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Mike Chukhman is a Financial Consultant at Fidelity Investments, where he partners with clients to help them make prudent financial decisions for themselves and their families. He utilizes his industry experience and Fidelity's resources to provide personalized, comprehensive financial planning for clients of all ages and backgrounds. Mike is committed to understanding his clients on a personal level and aims to be their trusted advisor over the long term. His professional experience includes roles at Fidelity Investments as an Investment Consultant and Relationship Manager, as well as positions at JPMorgan Chase Bank as a Private Client Banker and Relationship Banker. This background has provided him with a broad understanding of financial services and client relationship management. Outside of his professional work, Mike has interests in comedy, fitness, food, social events with friends, music, and reading.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Laura Flores is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

Paula Campian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, she worked at BMO Bank NA for seven years and Citibank for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio management options and technology tools to support client investment decisions.

Ann Morocco is a financial advisor with Osaic Wealth, Inc. She holds the Series 63 and Series 65 designations and has 16 years of industry experience. Her prior work includes roles at Securities America Advisors and Raymond James Financial Services. Outside of her advisory role, she is involved in insurance sales through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various investment tools and supports both discretionary and non-discretionary account management across multiple asset types.

Brian Crary is a financial advisor at Charles Schwab with 18 years of industry experience. He has held prior roles at Fidelity Investments and J.P. Morgan Securities, including J.P. Morgan Chase Bank. Crary holds Series 63 and Series 66 designations and is based in Lake Zurich, Illinois. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Alyssa Sanderson is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Embolden Wealth Management. She is also a commissioned notary in Itasca, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive technology tools and a broad network of over 22,800 advisors.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model potential outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Donald Karpick is a CFP®-designated financial advisor with Ameriprise, based in Schaumburg, IL, and has 21 years of industry experience. He has been with Ameriprise and its predecessor since 2011. Outside of advising, he serves as president on the board of the Fountain Terrace Homeowners Association. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Heidi Merkle is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Marzinke is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 11 years. Marzinke serves as President of ProMark Investments, Inc. and is the presiding officer of the Palatine Chamber of Commerce Board of Directors. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Melissa Gomez Castrejon is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, JPM Chase, and Lou Malnatis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.