Michael Ulanowski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. Prior to that, he was with Ameriprise for one year. J.P. Morgan Securities offers 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. Their advisory process is supported by centralized due diligence and incorporates forward-looking capital market assumptions, with an emphasis on Eligible Strategies and ESG considerations.

Patricia Austgen is a financial advisor at Ameriprise with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advisory services within a large institutional framework.

Dawn Carrico is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Shenker is a financial advisor at Fidelity with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley Investment Management and Fifth Third Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Elizabeth Bakker is a financial advisor at Edward Jones with five years of industry experience. She holds the CFP® certification and Series 66 license. Prior to joining Edward Jones in 2021, she worked at IEP Therapy and Franciscan Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Skye Bergeson is a Series 66 licensed financial advisor with Edward Jones in Frankfort, IL, and has 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Howard Holmes is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2019, alongside a longer tenure at Jpmorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he is a partial owner of J & J, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic due diligence and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Derrick Span is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. He has been affiliated with PFS Investments Inc. since 2024 and has worked with Primerica Financial Services at various times since 2016. In addition to his advisory work, he is a partner in Covenant Brothers, committing a few hours monthly. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of financial advisors using model-driven investment strategies alongside discretionary separately managed accounts.

Hunter Sherman is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Outside of his advisory role, Sherman is also employed as a dog groomer at PetSmart. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Thomas Mitchell is a financial advisor at Charles Schwab with eight years of industry experience. He has held positions at Jones and Company and TD Ameritrade before joining Schwab in 2020. Mitchell holds Series 63 and Series 66 securities licenses. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and affiliated discretionary separately managed accounts, supported by centralized custody, brokerage, and research resources.

Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Ronald Ramos is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services and Avantax Insurance Agency, along with significant experience managing accounting and payroll functions at American Security Services Inc, a business he has been involved with since 1998. Ramos also owns Personalized Tax, which provides personal and corporate tax preparation and small business accounting services. Cetera Investment Advisers LLC is an SEC-registered firm servicing individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, supporting advisors with model portfolios and access to third-party managers across multiple program structures and custodial relationships.

Anastacio Gamino Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Wayne Hummer Investments L.L.C., U.S. Bancorp Investments, Inc., and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.

Douglas Lewis is a financial advisor at Edward Jones with 26 years of industry experience, including 22 years at Edward Jones. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Outside of his advisory role, Lewis serves as president of the Highland Chamber of Commerce and holds leadership positions in local real estate businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets through a large network of advisors and branches, offering a range of advisory services including discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services.

Daniel Lagestee is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2017. He has eight years of industry experience, including prior roles at Northwestern Mutual and Walt's Food Centers. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and a combination of quantitative and qualitative strategies to build diversified portfolios, offering sub-advisory and retirement plan services along with specialized risk management techniques.

Ewa Karim is a financial advisor with J.P. Morgan Securities in Frankfort, IL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA, since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a quantitative and qualitative research approach.

Kenneth Youga is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory process.

Michael Edmonds is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at CGO Wealth Management and Edward Jones. Outside the industry, Edmonds is involved with MCE Capital, LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Gabriela Minotti is a Series 66-licensed financial advisor at OSAIC with eight years of industry experience. She previously worked at Woodbury Financial Services and has operated Minotti Financial Group since 2017. Outside of advisory work, Minotti serves as president of a corporation providing estate planning services and is a notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization across multiple program platforms.

Robert Pomorski is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verax Biomedical for six years and Fresenius-Kabi (Fenwal) for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.