Paul Peterson is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity and its affiliates since 2001. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and offers management through affiliated or unaffiliated sub-advisers.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Alix Krupa is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Adam Fleishman is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Jennifer Pestikas is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. Pestikas has a background that includes long-term roles at Abbott Laboratories Employees Credit Union and Cuna Brokerage Services, Inc. Outside of her advisory role, she is an author and podcast host focusing on women's resilience and also operates a personal coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a large network of over 22,800 advisors.

Darin Daniels is a financial advisor at Merrill based in Northbrook, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America, Nations Lending, Wells Fargo Home Mortgage, and Cherry Creek Mortgage. Outside finance, he was involved with Fitness Factory Inc. for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Duresa is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, following prior roles at Merrill, Zekelman Industries, and Lake Forest College. Outside of her advisory role, she is involved in sales and marketing for online retail businesses including Amazon and Beacons. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including corporate financial planning agreements.

Marci Brodsky is a financial advisor with Ameriprise in Vernon Hills, IL, holding a Series 63 designation and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2023. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Blomstrand is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife and its affiliates from 1993 to 2017. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers diverse programs including estate settlement and employer-sponsored planning.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Julie Shechtman is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. She is based in Glenview, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs.

Todd Schlesinger is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, where he has worked for 24 years since 2002. Prior to the firm’s rebranding, he was with AXA Advisors, LLC from 2002 to 2020. Outside of his advisory role, he is a partner in an outside insurance brokerage and serves on the board of the Mike Poznanasky Foundation, a charitable fundraising organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Andrew Nelson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with JPMorgan in various roles since 2018. Prior to his current position, he worked at Uline and Loyola University. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of her advisory role, she consults on skincare products for Rodan and Fields. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Steven Wilhusen is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 14 years at Woodbury Financial Services and roles at Cetera beginning in 2024. He is also a partner at Mappa Wealth Management, a firm providing financial services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Krishna Kumar is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Wilmette, IL. 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 under management through a broad network of advisors and branches, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hazem Dababneh is a Financial Advisor at Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He works closely with clients to understand their priorities and develop strategies aimed at meeting their short-, mid-, and long-term financial goals. Hazem offers guidance on topics ranging from general investing and retirement planning to preparing for unexpected financial challenges. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Hazem holds a Bachelor's Degree from the University of Jordan, an Accredited Certificate Program from DePaul University, and a Master of Business Administration (MBA) from Elmhurst College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes uncovering what matters to clients and their families to help create tailored financial strategies.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anastasios Liosatos is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining Raymond James in 2021. He is also the managing member of Silver Liberatore Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.