Alexander Rodriguez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. Rodriguez has ownership experience in a private real estate management business focused on property acquisition, renovation, and rental. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing customized asset allocation advice and investment manager research supported by centralized due diligence and both quantitative and qualitative analysis.

Giuseppe Longo is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his role, he guides clients through complex financial situations, leveraging his experience to simplify challenges and provide clarity. Giuseppe collaborates with various partners across Fidelity to offer comprehensive wealth management solutions. Giuseppe has been with Fidelity Investments since 2021, serving in several roles including Relationship Manager, Senior Transition Service Representative, and Transition Services Representative. Prior to joining Fidelity, he worked as a Senior Customer Support Representative at Morningstar from 2018 to 2020. Outside of his professional work, Giuseppe has personal interests that include cars, fitness, horseback riding, music, photography, and singing.

Clifton Mc Whorter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and founding Clif McWhorter & Associates. He is also involved with CHM Financial Services, a non-variable insurance business. 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 model portfolios, third-party asset management, and institutional platforms.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Derek Brase is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, NA since 2004. 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 develop asset allocation advice and manager searches, while clients retain final decision-making authority.

Spencer Decker is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment 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 solutions including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms such as the Bank Wealth Program.

Jill Strampel is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. She has been with Cetera Financial Specialists LLC since 2005 and with Cetera since 2014. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is a nationally registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Joel Norman is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Michigan Financial Companies, and Great Lakes Financial. His background also includes roles outside finance, such as positions in residence life at the University of Pittsburgh and at Manchester Academy Charter School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers various programs including wrap and money-manager services and educational seminars.

Jayden Lekarczyk is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. Prior to joining Merrill in 2026, Jayden held positions at LPL Enterprise LLC, Paramount Lead Solutions, and Bank of America, N.A. He has also been involved with Park Ridge Country Club and Park Ridge Park District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jason Douglass is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and supported by affiliated implementation and portfolio services.

James Daniels is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2002. 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 strategies supported by a large nationwide network of advisors and branch offices.

Karol Szuster is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of finance, Szuster is an owner and partner of GeoOptics, a technology company focused on satellite weather data, though he has no active role in its operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Ruggiero is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is an adjunct professor at Purdue University and owns a consulting business, AMD&C, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendation reports delivered by a centralized consulting team.

Vickey Ippolito is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked with GoPay LLC and has a background that includes various roles in the hospitality industry. Outside of finance, she serves on the board of a nonprofit acting school and is active as an actress with the Milwaukee Talent Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory services.

Cristina Dogaru is a financial advisor with Ameriprise in Glenview, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved in caregiving through Best In-Home Service, Inc. and manages LAC Care Services as its president. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice, primarily delivering its services through a centralized consulting team in partnership with individual advisors.

Maria Garcia is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 32 years of industry experience. Her career includes 30 years at Pruco Securities, LLC and over three decades at Willis Corroon Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Denison Webster is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and investment committee insights.

Adam Schoenwald is a CFP® with 20 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 10 years at J.P. Morgan Securities. Outside of his advisory work, he performs as a musician in musical acts on weekends. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Joseph Ligaya is a Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been engaged in various roles within Fidelity, including Investment Consultant and Relationship Manager, both in 2014. Prior to joining Fidelity, Joseph worked as a Wealth Management Banker at Bank of America Merrill Lynch from 2008 to 2012. Joseph focuses on placing clients at the center of the wealth planning process to understand their priorities and important aspects of their lives. He partners with clients to utilize Fidelity's resources, aiming to empower them in making informed financial decisions for their families. He holds a California Insurance License.

Gerald Semko Jr. is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, LPL Financial, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.