Ryan Roth is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, having worked at JPMorgan Chase Bank, N.A. since 2008. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cynthia Chase is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2015, respectively. Outside of her advisory work, she serves as a director and board member for Fogg System Company, Inc., which designs and manufactures medical test equipment. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries through its Select Portfolio Solutions program.

Amy Jason is a financial advisor at Merrill with 26 years of industry experience, having worked at the firm since 1998. She holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to various financial products and services.

Kurt Reif is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities and operates Kensington Insurance Agency, where he is involved in selling life, health, annuity, and property and casualty insurance. He is the owner and president of Kensington Financial Services, which provides a range of insurance products including fixed and indexed annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage and advisory services, financial planning, retirement consulting, and managed accounts. The firm utilizes asset allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, with access to third-party money managers and alternative investment platforms.

Peter Woods is a financial advisor at Edward Jones in Skokie, IL, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at several companies, including UrLife Media Inc., Postmates Inc., and Framework Studio, LLC. Outside of his advisory role, Woods is a partner in a retail business, Reelteezers LLC, and serves on the Finance Committee for Pennoyer School District 79. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of accounts and organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Bruce Biedar is a CFP® professional with 36 years of experience in the financial services industry. He has been with Edward Jones since 1992. Outside of his advisory role, he is involved in entrepreneurial ventures including a restaurant business and a robotic surgery products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, with a large nationwide network of advisors and branch offices.

Bevan Bradshaw is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2011. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mari Danner is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm utilizes a structured financial planning process with tools such as Monte Carlo simulations and serves clients through direct plans as well as corporate financial planning agreements.

Chris Mancera is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2010, also maintaining a role at JPMorgan Chase Bank since 2005. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jeffrey Schmidt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Black Rose Consulting Group. 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 IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Brown is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Edward Jones and previously worked at Beacon Pointe Advisors and Invesco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Kevin Honan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at PNC Investments and PNC Bank. He holds a Series 66 designation. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Henderson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Financial Life Insurance and involvement with professional soccer organizations such as Independence FC and Indy Eleven. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria in its investment recommendations.

Joseph Egan is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Lake Forest, IL. 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. The firm offers tailored financial planning supported by structured discovery processes and proprietary analytical tools, managing approximately $2.74 trillion in client assets.

Richard Knier is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and spanning 33 years in the industry. He has been with Merrill since 1992 and has concurrent tenure at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity in Deland, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America enables access to a wide range of products and services beyond typical wealth management offerings.

Mary Rosenquist is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Jim Juchcinski is a Series 66 licensed advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Ajax Trading, as well as teaching positions at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Petruzzi is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining J.P. Morgan, he worked at New York Life Insurance Company and has a background in the fitness industry. 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 an ESG eligibility framework in its investment approach.

Michael Boettcher is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the managing member of Tomeo LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning process.

Gary Riederman is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with the firm and its predecessors since 2010, including roles at Edelman Financial Services LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and a range of discretionary and non-discretionary investment solutions.