Adrian Little is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2009 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Brian Brennan is a financial advisor at Primerica Advisors with Series 63 and Series 65 registrations. He has varied work experience including roles at Primerica Financial Services, Reyes Holdings, and Leapfrog Brands. Brennan also has involvement with Misfits Health and serves as part of Brennan Financial Group. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm operates nationally with thousands of advisors and utilizes model-driven investment strategies supported by third-party managers and custodians.

Kerri Duffy is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has been serving since 2017. She has extensive experience in wealth management and financial consulting, having held roles including Vice President Wealth Management Advisor and Vice President Financial Consultant at Fidelity Investments since 2004. Prior to that, she worked at Charles Schwab in various capacities from 1998 to 2004 and began her career as a Registered Representative at Olde in 1998. Kerri's professional focus is on understanding clients' unique perspectives and experiences to create a solid foundation for wealth planning strategies. She holds an Arkansas Insurance License and has developed expertise in private wealth management and financial consulting over her career. In her personal time, Kerri enjoys biking, family activities, playing musical instruments, caring for pets, and practicing yoga.

Jeremy Meinhardt is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in healthcare-related roles prior to his current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles for multiple registered investment companies.

Matt Vahl is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With over 30 years of experience in the financial services industry, he partners with clients to identify and understand their financial goals and develop personalized plans aimed at achieving financial freedom, flexibility, and peace of mind. Prior to joining Fidelity Investments, Matt worked as a Financial Services Professional at New York Life from 1996 to 2019. He began his career as a Financial Services Wholesaler at Talbot Financial Services from 1994 to 1996. He holds a California Insurance License.

Shawna Price is a financial advisor with J.P. Morgan Securities in Wilmette, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2006. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marvene Devoy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Laurence Frank is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He previously worked for Culter Group LLC for 15 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2025. He holds Series 63 and Series 66 licenses. 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 recommendations.

Karl Lorenz is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning that employs firm-approved tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Jesus Solorio is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at PFS Investments Inc. and has been involved with Republican Party organizations in Illinois and Rhode Island. Additionally, he operated Solorio Strategies LLC for two years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs a model-driven investment approach managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Pearlstein is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model outcomes.

Nicholas Boudreau is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Based in Chicago, IL, he is part of a large team of advisors at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors.

Nicole Calow is a financial advisor at OSAIC with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of her advisory role, she is also an insurance agent offering accident and health insurance, fixed and indexed annuities, long-term care insurance, property and casualty insurance, and traditional life insurance. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services alongside financial planning and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Nancy Venice is a financial advisor with Edward Jones in Itasca, IL, holding Series 65 and Series 63 licenses with 13 years of industry experience. She previously worked at Stifel Financial Corp. from 2018 to 2023 and Tug Career Services from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and various affiliated investment products while operating under a fiduciary standard.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Anasavanh worked at Merrill Lynch from 2022 to 2025 and held roles at JPMorgan Chase Bank, N.A. from 2021 to 2022 and again starting in 2025. Anasavanh also has six years of experience at Stellar Home Health Care Inc. 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.

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.