Anthony Reyes is a financial advisor with J.P. Morgan Securities holding a Series 66 designation. He has one year of industry experience and has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, Equitable Financial Life Insurance, and several other companies. Outside of finance, Reyes was involved with Timely Task LLC for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jason Allen is a financial advisor at J.P. Morgan Securities with 16 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 a two-year period at BMO Harris Financial Advisors. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Ronald Dales III is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PwC and Chapman University. He is also employed as an associate at ClearTrack Financial Advisors, providing support to financial advisors. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliated departments.

Richard Miller III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he serves as a board member for the PAC Lofts Homeowners Association in Chicago, participating in discussions on building operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joshua Harrison is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a select group of clients, providing in-depth financial planning and guidance. He focuses on helping high net worth individuals and families make intentional decisions regarding the growth, protection, enjoyment, and transfer of their wealth. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant, Managed Account Support Specialist, and High Net Worth Service Associate. Prior to joining Fidelity, Joshua held roles including Financial Advisor and Branch Office Administrator at Edward Jones, as well as Relationship Manager and Client Service Representative at VennWell LLC. Outside of his professional responsibilities, Joshua engages in family activities, fitness, and parenthood.

Dana Irvin is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shaun Floresca is a financial advisor at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2012 and also has a longstanding association with Alliant Credit Union. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and multiple investment strategies.

Ryan Birkhauser is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and external managers.

Jennifer Shifrin is a Series 66 licensed financial advisor with Morgan Stanley in Deerfield, IL, bringing 14 years of industry experience. She has been with Morgan Stanley since 2011. Outside of advising, she serves in fiduciary roles such as executor and trustee for estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers advisory programs to individuals and institutions with a focus on tailored financial planning supported by structured discovery conversations and firm-approved tools.

Bertrand Gaudin is a financial advisor with J.P. Morgan Securities in Skokie, Illinois. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, all with J.P. Morgan entities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ignat Ignatov is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Bank, Edward Jones, and BMO Harris Bank. Ignatov is also listed as a signer on the business checking account of a family-owned trucking company. J.P. Morgan Securities 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 through a select group of Wealth Advisors and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Gelb is a Financial Advisor with Merrill Lynch Wealth Management and leads The Gelb Retirement & Advisory Team (GRAT), a multigenerational team that combines Wall Street expertise with Main Street values. He focuses on delivering retirement planning, fiduciary consulting, and portfolio design strategies tailored to individual needs. Jared is committed to simplifying the complexities of investing and wealth planning to empower clients to achieve their financial goals. With expertise in areas such as corporate benefits, education planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income, Jared provides comprehensive financial advice. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jared earned his Bachelor's Degree from Indiana University and is fluent in English and Spanish. Raised in Northbrook, Illinois, he now resides in downtown Chicago with his golden setter and girlfriend. Jared values a strong sense of community and actively engages with his neighbors. Outside of his professional work, his interests include basketball, cooking, football, golfing, music, reading, and spending time with his family.

Camden Krautsack is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at Northwestern Mutual and EMC Capital Advisors LLC. Outside of finance, he was involved with Little Joey's Pizza & Pasta for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' individual risk profiles.

Sara Hagen is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2006 and with Bank of America, NA since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform enables access to a wide set of products and services.

Arthur Siegel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2011 and has operated Arthur E. Siegel Financial Services Ltd since 2000, focusing on health insurance and annuity products alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with varied portfolio management services, offering both discretionary and non-discretionary strategies supported by a large network of advisors.

Robert Barcenas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citibank N.A., and Citigroup Global Markets. 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, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products, including security-based swaps and futures, through its affiliated entities.

Luis Teran Rivero is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Calamos Wealth Management LLC, Mainstreet Investment Advisors, BMO Direct Invest, and Morgan Stanley. He is also involved as an employee with WealthPlanners, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and maintains proprietary and third-party model strategies.

Jared Pincoski is a financial advisor with Equitable Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Bryant Taylor is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. His prior work history includes tenures at Private Advisor Group, Mass Mutual, and Metife Securities. He holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources along with both discretionary and non-discretionary management options.