Stephen Morris is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company, Bank of America, Merrill, and First American Bank. Outside of his advisory role, he has also worked as a rideshare driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Glen Mikolajczak is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Eagle Strategies, and Morgan Stanley DW Inc. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

Jorge Herrera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Morgan Stanley and TD Ameritrade. Outside of his advisory role, he has been involved in a business called Creative Analytical Idealist X LLC. 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. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Brendan Yarwood is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. His prior work includes positions at Jared the Galleria of Jewelry, DePaul University, Menards Inc, and the University of St. Thomas. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides a variety of platform options, proprietary model strategies, and access to third-party advisers.

Douglas Ponczek is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, with a prior two-year tenure at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Davis is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He is also involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance, as well as proprietary and non-proprietary life insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and Gama Partners, LLC, as well as involvement with Home Fix, LLC. He is based in Glenview, Illinois. 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. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Tristan Peterson is a financial advisor with Charles Schwab in Northbrook, IL, holding a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2024, and previously held roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Lisa Froelich is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 2013, PFS Investments Inc. since 2020, and K.D. Brennan since 2021. Outside of her financial advisory work, she has been involved with The Edge Volleyball Club since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Cade Best is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including E*Trade Capital Management, JPMorgan Securities, Merrill, and Leeward Business Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Alanna Loukas is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with JPMorgan Securities and JPMorgan Chase Bank since 2017. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Stacey Swarbrick is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is involved in a trust-related business activity based in Chicago. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of retail and institutional investment options.

Benjamin Shirley is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has extensive experience in the financial services industry, having worked as a Financial Advisor at Stifel from 2018 to 2022, an Advisor Consultant at Neuberger Berman from 2015 to 2017, in Municipal Bond Sales at Oppenheimer & Co. from 2010 to 2014, and in Municipal Bond Trading and Portfolio Management at Nuveen from 2004 to 2009. Benjamin focuses on wealth planning and financial strategy, leveraging his experience managing market changes and utilizing the resources available at Fidelity to develop comprehensive financial plans for his clients. His career reflects a consistent dedication to client-centered service and financial planning. Outside of his professional work, Benjamin enjoys family activities, golf, tennis, traveling, and volunteering.

Michael Costantini is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities, LLC and WH Trading. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and is noted for its advisory role to multiple registered investment companies and use of algorithmic and AI-driven research techniques.

Rafal Prokop is a financial advisor at Edward Jones in Arlington Heights, IL, holding Series 66 and Series 63 licenses with over 19 years of experience in the industry. His prior roles include positions at JP Morgan Securities LLC and BMO Bank NA / LPL Financial LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a wide range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jennifer Tomasino is a financial advisor at UBS Financial Services with nine years of industry experience. She has previously worked at State Street Global Advisors Trust Company and its affiliated entities. Tomasino holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial plans through its network of advisors.

Julie Grace is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with clients having flexibility in implementing recommendations through various firm programs.

Elizabeth Baldwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has 21 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and previously held positions at Landaas & Company and Russell Investments. 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 and fund searches, and customized performance reporting within a non-discretionary program. Their advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility criteria.

Steven Cueto is a Financial Consultant at Fidelity Investments, where he currently works to build long-term relationships with clients by partnering with them to achieve their financial goals. He emphasizes planning, dependability, and collaboration to create customized planning and investment strategies tailored to each client's desired lifestyle and legacy. Steven's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments in 2023, as well as serving as a Wealth Advisor at IDEX Financial Group from 2018 to 2023. This background provides him with a foundation in investment consulting and wealth advisory services. Outside of his professional work, Steven has personal interests that include cars, concerts, football, golf, parenthood, and pets.