Joshua Farmer is a Financial Consultant currently working at Fidelity Investments since 2024. His role involves collaborating with clients to understand their financial goals and develop, implement, and monitor tailored financial plans. He has been with Fidelity Investments since 2020, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to this, Joshua worked as a Financial Advisor at Hawkeye Brokerage Center, Inc. and Midwest Financial Solutions, LLC from 2017 to 2020, and held roles as a Registered Representative and Investment Advisor Representative as well as an Agent at Ameritas Investment Corp. and Ameritas Life Insurance Corp. He also gained experience as an Investment Management Intern at Zolio Inc. in 2016. Outside of his professional career, Joshua enjoys activities such as camping, fitness, hiking, movies, snowboarding, and traveling.

Stephen Yates is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2010, including Morgan Stanley Private Bank, N.A., since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

John Eichelberger is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., as well as Merrill. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling and centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Tripp Turchik is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. His prior work includes positions at Merrill Edge/Merrill Lynch and Accurate Electric Service, as well as a four-year tenure at the University of Arizona. He serves as a volunteer commission member on the Special Events Commission for the Village of Arlington Heights. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

Amy Sloma is a financial advisor with Osaic Wealth, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 28 years before joining Osaic in 2025. Outside of her advisory role, she owns and operates a small retail business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, employing asset-allocation tools and multiple investment platforms to manage portfolios that include a wide range of securities and alternative investments.

Rosendo Garcia is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Jeffrey Larsen is a CFP® and ChFC® with 14 years of experience in the financial industry, all with Edward Jones since 2012. He is based in Park Ridge, IL. Outside of his advisory role, Larsen is involved in several non-investment ventures, including co-ownership of real estate properties and participation in private investment and acquisition entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party investment managers.

Sung Han is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Nick Brengman is a financial advisor with Charles Schwab, holding a Series 66 designation and 24 years of industry experience. His prior positions include roles at JPMorgan Chase Bank, J.P. Morgan Securities, Uber Technologies, Home Depot, and Wells Fargo Advisors Financial Network. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment onboarding process.

Kathy Krzeminski is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 13 years of industry experience. She has held roles at Principal Securities, Principal Life Insurance, and Axa Advisors before joining Equitable Advisors in 2019. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model and extensive use of LPL-sponsored and endorsed third-party platforms.

Lamberto Gatilao is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2009. Outside of his advisory role, he owns a BMW repair shop and works as a part-time Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Martin Gruner is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Rebecca Kieran is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2017. She assists clients in establishing plans for their financial goals by understanding their needs and comfort with risk. Prior to joining Fidelity Investments, Rebecca held positions as Senior Investment Consultant at Neuberger Berman from 2014 to 2017, Investment Consultant at Deutsche Asset Management - DWS from 2010 to 2013, and Private Client Group Banker at JPM Chase from 2007 to 2010. Outside of her professional career, Rebecca has interests that include cooking and baking, family activities, being a foodie, parenthood, traveling, and yoga.

Albina Jashari is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at the Law Office of Curtis Morrison and telecommunications companies in Albania. J.P. Morgan Securities LLC 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. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. His career includes positions at J.P. Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he performs as a musician in a cover band. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Brent Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kelsey Cagle is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Fidelity Investments and its affiliated entities from 2013 to 2025 before joining Cetera and its associated firms in 2025. Cagle is a partner at Shoreline Financial Partners, where she provides financial services. She is also licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Kathleen Collier is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Anthony Derose is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is involved in the insurance sector through DeRose FPG LLC, where he conducts sales and service of various insurance products including health, disability, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes, managed on both discretionary and non-discretionary bases.