Steven Czech is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC. He is based in Northbrook, IL. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Thomas Morton is a Series 66 licensed financial advisor with Morgan Stanley, based in Deerfield, IL, and has two years of industry experience. Prior to joining Morgan Stanley, he was self-employed for 13 years. Outside of his advisory role, he teaches paddle tennis lessons through the Wilmette Park District. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and strategies to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides tailored financial plans through its Financial Advisors and Estate Planning Strategies Group.

Trevor Wurtzebach is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank and J.P. Morgan Securities for the past 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of wealth advisors.

James Wahout is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup Global Markets for 15 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Natalia Peterson is a financial advisor at Charles Schwab with 3 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2023. Her prior work experience includes roles at Actalent Services, KinderCare Learning Centers, and Walmart. Charles Schwab serves a large client base, primarily 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 separately managed accounts and a centralized operational structure.

Anna Bouthillette is a financial advisor with Charles Schwab in Northbrook, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Charles Schwab since 2021 and previously held positions at Fidelity Brokerage Services, Raymond James Financial Services, and PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and a centralized operational structure.

Heather Chron Bernard is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Engage2Learn for one year and spent 21 years with Chicago Public Schools. She serves as a community member on the Edison Park Local School Council, where she participates in principal evaluations and school budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of thousands of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

Mark Luperini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he spent time at PNC and Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s investment process integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis with clients retaining final decision authority.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

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. Outside of his advisory role, he is involved with Lighthouse of Alexandria LLC, a private investment entity focused on managing a personal real estate portfolio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 who holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, Clif Mcworter & Associates, CHM Financial Services, and Aetna Life Insurance Co. He is also involved with CHM Financial Services in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios and research from LPL Research and third-party subadvisors.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has a part-time involvement as a landlord in Chicago. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Derek Brase is a financial advisor at J.P. Morgan Securities with 21 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, NA dating back to 2004. 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. The firm delivers advisory services alongside brokerage and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Spencer Decker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, employing discretionary and non-discretionary management supported by research from LPL and third-party sources.

Jill Strampel is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 66 designation and has been with Cetera and its affiliated entities since 2005. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

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.

Turbold Zul is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020. Prior to that, he held roles at JPMorgan Chase Bank, Northeastern Illinois University, Kind Care Services Inc, Banana Republic, and operated his own business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management services, delivering recommendations on a non-discretionary basis.