Henry Wanner is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. He is based in Lake Forest, 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 and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Donald Huff is a financial advisor with Ameriprise in Evanston, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elliot Donahue is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 65 and Series 66 licenses and possessing six years of industry experience. His work history includes roles at JPMorgan Chase Bank NA and Northern Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, 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 incorporates broader derivatives and commodities capabilities relative to many institutional advisory programs.

Jared Tello is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he operates a YouTube channel documenting scuba diving. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies and model portfolios.

Troy Clemen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Sagepoint Financial and Wells Fargo Clearing. Outside of his advisory work, he serves on the board of Klyborne Holdings, LLC, provides consulting through Starboard Partners Consulting, and is involved with his local school’s Dad’s Club as a golf chair member. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Keith Rolland is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Charles Schwab and TD Ameritrade. 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 screening and qualitative research to develop model asset allocations, incorporating ESG eligibility where applicable.

Joann Allison is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2016 and also has a long-standing role at The Mail Center since 1999. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Notaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Raul Morales is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2020. His prior experience includes roles at JP Morgan Chase and Boost Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individuals and institutions.

Uday Patel is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and six years of industry experience. He is also involved with Care for Soul Inc., where he performs home care duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Sabrina Lombardo is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm integrates structured planning tools and utilizes its Global Investment Committee’s resources to support client strategies.

Zoriy Reznikov is a Financial Consultant currently working at Fidelity Investments since 2014. He has accumulated over 25 years of experience in the financial services industry, holding various roles including Financial Representative and Investment Consultant at Fidelity, as well as positions at other firms such as Fifth Third Securities, Chase Investment Services Corp, Northern Trust Securities, and Merrill Lynch. Throughout his career, Reznikov has worked closely with clients and their families on a one-on-one basis, utilizing the Private Client Group and Premium model to develop, implement, and monitor long-term financial plans and investment strategies. His experience spans multiple facets of financial advising, trading, and portfolio management. Details regarding his educational background, credentials, personal interests, or community involvement were not provided.

Guillermo Camacho is a financial advisor at J.P. Morgan Securities in Chicago, IL with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Wells Fargo. Outside of his advisory role, he is an owner and partner of a real estate rental business managed through a family-owned LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of eligible strategies.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Edwin Boyzo is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following a four-year tenure at CashierLive. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Daniel Moy is a financial advisor with LPL Financial based in Glenview, IL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2015. Moy hosts a monthly coffee club where he discusses current market events and trends with clients and prospects. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies across a broad range of investment options.

Roman Berkusenko is a CFP® professional with 13 years of industry experience, currently advising at Ameriprise in Northbrook, IL. His prior experience includes roles at JP Morgan Securities, Northwestern Mutual, The Huntington Investment Company, and Edward Jones. Outside of his advisory work, he co-owns an online collectibles store on eBay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

George Rizos is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Wayne Hummer Investments, J.P. Morgan Securities, and Chase Investment Services. Outside of advising, he has been involved with White Stone Development, LLC and SELF for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive advisor tools and a varied financial services platform.

Anthony Reyes is a financial advisor with J.P. Morgan Securities in Glenview, IL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank and Equitable Financial Life Insurance, as well as experience outside finance at companies like Uber Eats and Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG criteria where applicable.

Jason Allen is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2009, with prior experience at BMO Harris Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility in its recommendations.