Desa Popi is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Desa collaborates with Wealth Management Advisors to deliver client-focused wealth planning services, working closely with clients and their families to develop personalized wealth strategies. Desa has been with Fidelity Investments since 2016, initially serving as a Relationship Manager before transitioning to the current consulting position in 2018. Prior to joining Fidelity, Desa worked as a Customer Service Associate at J.P. Morgan Private Bank from 2014 to 2016. Outside of the professional sphere, Desa has interests that include cooking and baking, family activities, exploring culinary experiences, parenthood, tennis, and traveling.

David Zaycek is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, and Wayne Hummer Investments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a client relationship model that combines primarily non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Brett Martin is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Stevenson is a CFP® with 43 years of experience in the financial services industry. He is currently with OSAIC and previously worked at Woodbury Financial Services Inc. and LPL Financial. He also operates a sole proprietorship as an insurance agent specializing in long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs various tools and third-party solutions to construct diversified portfolios tailored to client needs.

Laurie Palmblad is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 27 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank, National Association. She has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers.

Peter Germick is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera since 2002 and also owns Hancock & Co., P.C., a CPA firm. In addition to his advisory role, he serves as treasurer for the Food Hangar Foundation, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Selma Karic is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JPMorgan Chase Bank and its affiliated entities from 2015 to 2024. Outside of finance, she is an officer of KHC Trucking Inc., an automotive and transportation business. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and models to support tailored investment and estate planning strategies.

David Joyce is a financial advisor at Ameriprise Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Corcentric and positions in education at the University of Kansas, Lincoln Way East High School, and Hickory Creek Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning strategies and tax-aware withdrawal approaches. The firm’s recommendations incorporate its investment research and third-party data within an affiliated product framework.

Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.

Adrian Battle is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at North Park University and FedEx Ground. Outside of his advisory role, Adrian is the owner of The Emic Center, a mental health counseling business, though he is currently inactive in that capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Patrick Christensen is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial Services since 2001. He is also president of FQR Inc., a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers customized, non-discretionary planning using analytical tools and supports a wide advisor network, with notable municipal advisory capabilities and specialized employer consulting programs.

Perry Favia is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Edward Jones. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by proprietary tools and analyses.

John Dwyer is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of internal and third-party investment managers.

Sylvia Raith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She worked at J.P. Morgan Securities Inc. for 16 years before joining RBC Capital Markets in 2023. Outside of her advisory work, she manages residential rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized investment strategies implemented through a mix of in-house and third-party managers.

Jackson Best is a Series 66 licensed financial advisor at LPL Enterprise with three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has operated Stockholm’s Restaurant and Brewery since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third‑party asset management through both advisory and brokerage channels.

Kevin Jensen is a Series 66-licensed financial advisor with Thrivent Investment Management in Woodridge, IL, where he has worked since 2005. He has 20 years of industry experience and has spent his career with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Jarrett Collins is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Amazon.com Services LLC, and Payden & Rygel. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Stephen Binkowski is a CFP® professional with eight years of industry experience, currently advising clients at Equitable Advisors since 2018. His prior roles include positions at Axa Advisors, JMC Financial, and Foresters Financial. He also operates a DBA called LIFE LOYAL ADVISORS. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary managers, to deliver customized investment solutions.

Melissa Schachner is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Raymond James Financial Services. Schachner also serves as a notary in Illinois. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs supported by research and diverse portfolio management strategies.

James Yonker is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. His prior experience includes founding Jdy Financial LLC and James D. Yonker, along with extensive work with various insurance carriers. He is also a member of Quercus Rubra, LLC as a trustee of personal family trusts. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and discretionary advisory services supported by a broad range of portfolio management styles and affiliated research.