Albina Jashari is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Her prior experience includes roles at the Law Office of Curtis Morrison and telecommunications companies in Albania. 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 an ESG eligibility framework. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. His career includes positions at J.P. Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he performs as a musician in a cover band. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Brent Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. 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 through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kelsey Cagle is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Fidelity Investments and its affiliated entities from 2013 to 2025 before joining Cetera and its associated firms in 2025. Cagle is a partner at Shoreline Financial Partners, where she provides financial services. She is also licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Kathleen Collier is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Ryan Roth 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 been with J.P. Morgan Securities since 2015, having worked at JPMorgan Chase Bank, N.A. since 2008. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cynthia Chase is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2015, respectively. Outside of her advisory work, she serves as a director and board member for Fogg System Company, Inc., which designs and manufactures medical test equipment. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries through its Select Portfolio Solutions program.

Amy Jason is a financial advisor at Merrill with 26 years of industry experience, having worked at the firm since 1998. She holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to various financial products and services.

Kurt Reif is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities and operates Kensington Insurance Agency, where he is involved in selling life, health, annuity, and property and casualty insurance. He is the owner and president of Kensington Financial Services, which provides a range of insurance products including fixed and indexed annuities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage and advisory services, financial planning, retirement consulting, and managed accounts. The firm utilizes asset allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, with access to third-party money managers and alternative investment platforms.

Peter Woods is a financial advisor at Edward Jones in Skokie, IL, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at several companies, including UrLife Media Inc., Postmates Inc., and Framework Studio, LLC. Outside of his advisory role, Woods is a partner in a retail business, Reelteezers LLC, and serves on the Finance Committee for Pennoyer School District 79. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of accounts and organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Eric Beaderstadt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the advisory board of the Salvation Army Des Plaines Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without discretionary portfolio management or institutional mandates. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan” while keeping services separate.

Brian Pelling is a CFA® charterholder affiliated with Wells Fargo Clearing in Schaumburg, IL, with 10 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and previously worked at Geneos Wealth Management, JWC Inc, and DV Trading. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to guide investment decisions.

Bruce Biedar is a CFP® professional with 36 years of experience in the financial services industry. He has been with Edward Jones since 1992. Outside of his advisory role, he is involved in entrepreneurial ventures including a restaurant business and a robotic surgery products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, with a large nationwide network of advisors and branch offices.

Bevan Bradshaw is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2011. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mari Danner is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm utilizes a structured financial planning process with tools such as Monte Carlo simulations and serves clients through direct plans as well as corporate financial planning agreements.

Chris Mancera is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2010, also maintaining a role at JPMorgan Chase Bank since 2005. J.P. Morgan Securities provides institutional consulting services to clients such as 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 services on a non-discretionary basis.

Jeffrey Schmidt is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Black Rose Consulting Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephanie Brown is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Edward Jones and previously worked at Beacon Pointe Advisors and Invesco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Kevin Honan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at PNC Investments and PNC Bank. He holds a Series 66 designation. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Henderson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Financial Life Insurance and involvement with professional soccer organizations such as Independence FC and Indy Eleven. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria in its investment recommendations.