Laura Repel is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2009, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1989. 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 selection, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG frameworks and offering capabilities in derivatives and commodities.

Mitch Kamm is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain comprehensive financial plans tailored to their unique goals. He began his career at Fidelity in a client support role, which provided him with a foundational understanding of the organization's resources and strategies. Prior to his current position, Mitch held several roles at Fidelity Investments, including Relationship Manager and Financial Representative. His experience also includes internships and positions in the financial sector, such as Municipal Credit Intern at BOK Financial, Mutual Fund Administrator at US Bank, and Wealth Management Intern at D.A. Davidson & Company. Outside of his professional work, Mitch has interests in food, football, social events with friends, golf, lakes, and traveling.

Lauren Beiersdorf is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at IDEXX Laboratories, various self-employed activities, and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Stancil is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity from 2022 to 2025. Steven has also held positions as a Financial Planner at Goldman Sachs' Ayco Personal Financial Management from 2017 to 2020, and as a Personal Banker at several financial institutions including Bank of America, SunTrust Bank, and Wells Fargo Bank. Steven emphasizes a team-based approach to financial planning, focusing on listening to clients' personal values and concerns to develop appropriate strategies. His experience spans various aspects of financial services, including investment consulting, financial planning, and personal banking. Outside of his professional work, Steven has interests in cooking and baking, enjoys exploring food culture, follows football, values parenthood, and likes traveling.

Matthew Cahan is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals and the dynamics of today’s market environment. Matthew leverages the investment insights of Merrill along with the banking and lending solutions provided by Bank of America to support comprehensive wealth management. Matthew holds a Bachelor’s Degree from the University of Wisconsin Madison and holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also engages in community activities aligned with Merrill’s tradition of service, volunteering with various local organizations.

Clara Bogen is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera since 1998. She has operated her own tax preparation service, CSB Income Tax Service, since 1981, maintaining an active role in tax preparation alongside her advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Juan Gaytan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Edward Jones and JPMorgan Chase Bank, N.A. Gaytan is also a co-owner of Gaytan Enterprise LLC, an entity created with his wife intended for operating a beauty salon, though it is currently inactive. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Brian Terry is a financial advisor at Wells Fargo Advisors with 37 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he has a minority ownership interest in Abbey Resort & Spa in Fontana, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through an extensive network of advisors.

Subhash Katial is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he was affiliated with International Insurance Agency Group, Inc. and Financial Service Corporation for over two decades. Outside of his advisory role, he serves as an officer of International Insurance Agency Group, Inc., which provides health insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Benjamin Leshem is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes previous roles at Morgan Stanley DW Inc. and Wells Fargo Clearing. He serves as a trustee for multiple family trusts and is a member of the endowment committee at North Suburban Synagogue Beth El. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrated advisory and brokerage solutions.

David Kalfen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been affiliated with Cetera and its related entities since 1991 and currently serves as co-managing member of KalfiNi LLC, an e-commerce business focused on shoe sales. Kalfen also holds roles as a board trustee for the Center for Enriched Living and secretary/CFO of Girls Who Lift Inc., a clothing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Andrea Lechner is a financial advisor at RBC Capital Markets in Lake Forest, IL, holding Series 66 and Series 63 licenses with three years of industry experience. She previously worked at Capital Strategies Group, Inc. and Goldstein Financial Group, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients' risk profiles, using a combination of in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management and financial planning services.

Fernando Rufino is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Fidelity, he worked in various roles including at Walgreen Health Solutions and Princess House Inc. Outside of finance, he assists with administrative duties for his father's home remodeling business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across multiple asset classes.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

David Wolke is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Edward Barretto is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2016 and worked concurrently at Loyola University Chicago from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Maggie Watson is an advisor at LPL Financial with Series 66 credentials and no prior industry experience. She previously worked at Heritage Wealth Partners and has roles outside finance as a registered dietitian and business owner of Maggie Watson Nutrition LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by advanced operational tools and a broad suite of non-advisory financial services.

James Larson is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones and Harris Investor Services, Inc. He is also involved in a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and utilizes a broad platform that includes model portfolios, third-party subadvisors, and customized strategies along with technology tools for operational support.