Meeta Vakil is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at J.P. Morgan Securities since 2014, with prior experience at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley & Co. LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Kevin Nagasawa is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years before joining Merrill in 2025. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Tutt is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Thrivent Financial, Thrivent Investment Management Inc, Bank of America, and PNC Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with a focus on systematic methodologies and oversight controls.

Helen Ku is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its advisory role to registered investment companies and use of systematic methodologies.

H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. 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, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kevin Marpaung is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and was previously with Equitable Advisors for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Adrian Byrd is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments, E*TRADE Capital Management, Scottrade, and JP Morgan Securities. Byrd is based in Northbrook, IL. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary SMA portfolios, offering integrated brokerage, custody, and advisory services.

Emmett Burnside is a financial advisor at UBS Financial Services with Series 66 credentials and approximately one year of industry experience. His background includes various roles in education and other fields prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets and proprietary research.

James Kendzior is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Neil Moscicki is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Wayne Hummer Investments LLC, BMO Harris Financial Advisors, Harrisdirect LLC, and Morgan Stanley Dw Inc. Neil also has involvement with Wintrust Investments Insurance Company in a non-variable insurance capacity. 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 financial planning and investment management services through a large network of advisors and employs various model portfolios and third-party subadvisors.

Martha Goodman is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with 11 years of industry experience. Her career includes prior roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, providing tailored financial planning through structured processes and firm-approved tools.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Alexander Horwitz is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2017. Prior to his advisory career, he attended Illinois Wesleyan University. 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 and investment solutions, supported by a large national network of advisors and branch offices.

Parker Hoelscher is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Prior to his finance career, he was involved with Monday's Bar and several other businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG criteria within its eligible strategies.

William Zurek is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes prior roles at Woodbury Financial Services, Securities America Advisors, Community State Bank, and UBS Financial Services, among others. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Krupali Patel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014, currently based in Barrington, IL. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Jennifer Burgman is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2001. She is also the owner of Tistle, Solesky & Burgman Financial Services, a support company based in Itasca, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Steven Simons is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Cetera and its affiliates since 1999. He is also the owner of Dennen & Simons, LLC, an accounting and tax practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

David Farrell is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities Inc., Banc One Securities Corporation, and J.P. Morgan Asset Management. Farrell has also served at Community Bank Whtn Glen Ellyn since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sylvia Jakubowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities since 2018 and has prior experience with One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate ESG criteria.