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.

Mehmed Suta is a Financial Consultant at Fidelity Investments, where he has been working since 2016 in various roles including Investment Consultant and Relationship Manager. In his current position, he partners with clients and their families to develop comprehensive financial plans aimed at growing, managing, and preserving wealth. With a professional background spanning several years at Fidelity Investments, Mehmed focuses on building long-term relationships grounded in transparency, honesty, and trust. His approach involves collaborating with a dedicated team to help clients work toward their financial goals. Outside of his professional role, Mehmed has personal interests in biking, golf, and playing musical instruments.

John Eichelberger is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2021. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Tripp Turchik is a financial advisor with Equitable Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill Edge/Merrill Lynch and has experience outside finance with Accurate Electric Service. He serves as a Commission Member on the Special Events Commission for the Village of Arlington Heights, assisting in the planning and coordination of seasonal events. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives, utilizing a range of advisory programs and third-party asset managers to meet client needs.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.

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.

Anthony Catalano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their retirement goals and circumstances. He focuses on helping clients make informed decisions by carefully considering potential benefits and risks of various investment strategies. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2019. Prior to this, he worked as a Private Bank Relationship Manager at US Bank from 2017 to 2019, and as a Private Client Relationship Manager at J.P. Morgan Chase from 2007 to 2017. Outside of his professional role, Anthony has interests in baseball, family activities, fitness, food, and traveling.

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.

Mateusz Zajchowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and two years of industry experience. His previous roles include positions at Merrill Edge and New York Life Insurance Company. 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 searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screens and qualitative research, supported by a manager solutions team and an ESG eligibility framework.

Adam Gelbein is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at various firms including Avantax and currently serves as Fractional CFO for Dopple Labs, an AI-powered chatbot platform. Gelbein is also a partner at Jay Gelbein and Company, a certified public accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and investment options.

Alejandro Montero is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at BMO Harris, N.A., and Brightview Landscape Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated sub-advisers.

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. Her prior roles include positions at Axa Advisors LLC and Principal Securities Inc. She has been with Equitable Advisors since 2019. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models.

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 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

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 with J.P. Morgan Securities in Niles, IL, holding Series 66 and Series 63 designations and four years of industry experience. Prior to her current role, she worked at Telekom Albania and One Telecommunication. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities in Libertyville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley. Outside of finance, he performs as a musician in a cover band. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process integrates quantitative and qualitative research and may include ESG considerations.

Brent Anderson is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. 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 combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and affiliated implementation services.