Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Natalie Kott is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Alexis Benson is a Series 66-licensed financial advisor with Edward Jones in Geneva, Illinois, bringing six years of industry experience. She has been with Edward Jones since 2019 and previously worked in education and the food service industry. Outside of her advisory role, Alexis operates a digital Etsy shop offering downloadable content. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mark Baleskie is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sheila Baker is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, SagePoint Financial, Neaco Advisory, FSC Securities Corporation, Neader Insurance, and Third Street Advisors. Outside of her advisory work, she serves as a substitute teacher in her local district. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes a year at TRC Advisory and several periods outside the industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

John Rossini is a Series 66-registered financial advisor with Edward Jones in Bartlett, IL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kimberly Cipra is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Robert W. Baird and a decade at Coyle-Kiley Insurance Agency, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Vietzen is a financial advisor with LPL Enterprise holding a Series 66 license and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Advisory Services, among others. He is also involved in the sale of Medicare-related insurance products as an agent for American Republic. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

James Leyden is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His career includes a long tenure at Waddell & Reed, Inc. from 1995 to 2021, as well as co-founding Joint Impact LLC, an independent business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, distinguished by its scale and integration of advisory and non-advisory financial activities.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.

Troy De Filippis is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and is also the owner of an e-commerce business specializing in discount auto parts and accessories. Additionally, he co-owns a real estate limited partnership and provides tax preparation services through his financial group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management programs and access to multiple third-party and affiliated money managers within a multi-manager platform.

Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. 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 supported by a large national network of financial advisors and branch offices.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Marko Govedarica is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and affiliated services under a fiduciary standard.

Carrie Denham is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Morgan Stanley and previously worked at Mesirow and Bank of America/Merrill Lynch. Outside of her advisory role, she is the sole proprietor of Triple Dog Properties LLC, a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services based on structured discovery conversations and firm-approved tools.

Matthew Deboer is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles at Wells Fargo Clearing Services, LLC, and Calamos Financial Services LLC. Deboer serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Christopher Castaneda is a financial advisor with Charles Schwab, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Morgan Stanley and Edward Jones. He serves as treasurer for the Mill Creek Elementary Parent Teacher Organization. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Andres Chavez is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in various roles within the financial industry, including serving as a Platinum Relationship Manager at Etrade by Morgan Stanley from 2022 to 2023, a Financial Consultant at E-trade from 2019 to 2022, and a Private Bank Fraud Services Specialist at J.P. Morgan Chase Private Bank between 2017 and 2019. His practice focuses on assisting clients through evolving economic cycles with an emphasis on planning tailored to individual needs. Andres provides guidance centered on the longevity of financial plans amid changing market conditions, maintaining transparency throughout the process to outline potential outcomes and gaps. He prioritizes meeting clients where they are today to help plan for retirement aligned with their goals. Outside of his professional work, Andres has personal interests in running and traveling.