Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Northwestern Mutual, Battaglia Industries, Hy-Vee, and involvement with Crystal Lake Country Club and Augustana College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Phu Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to his current role, he was involved with L.A. Nails Spa II, Inc. from 2015 to 2017. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jeffrey Bonsol is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2019. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

James Bushy is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member of the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a large network of adviser representatives. The firm primarily uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Vince Marino is a CFP® professional with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. Vince is based in Wheaton, IL, and holds Series 63 and Series 65 licenses. 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 performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering these services alongside affiliated brokerage and investment management capabilities.

Christopher Petrungaro is a financial advisor with Edward Jones in Elmhurst, IL, holding Series 63, Series 65, and Series 66 licenses and possessing 31 years of industry experience. He has been with Edward Jones since 2018 and previously worked at New York Life for one year. 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, supported by a large nationwide network of financial advisors and branch offices.

Magdalena Marinescu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Verizon and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it incorporates advanced methodologies such as AI in its investment process.

Katherine Mangiardi is a financial advisor at Fisher Investments with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services, Transamerica Financial Advisors, and Wfg. Outside of her advisory role, she is the CEO and owner of Fierce Females LLC, a personal podcasting venture focused on interviewing women entrepreneurs. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides a range of services, including sub-advisory and retirement plan management.

James Czerniak is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023, and at LPL Financial from 2007 to 2017. He is also the Chief Investment Officer of Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers. The firm employs asset‑allocation tools, risk‑tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on both discretionary and non‑discretionary bases.

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Joseph Nelson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2015 and has been affiliated with Eastern Michigan University since 2010. 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 recommendations.

Anthony Markett is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is involved in personal training through a small private business called Spine Science. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Ayesha Sarvana is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

David Figarelli is a financial advisor with Primerica Advisors in Schiller Park, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has served the Village of Schiller Park since 2018. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing oversight and disclosure in its investment approach.

Thomas Trost is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2019. His prior work includes roles at Cuna Brokerage Services, Inc., Cuna Mutual Group, DFG Wealth Management, LLC, and Trustmont Advisory Group, Inc. Trost also holds insurance agent roles with firms such as National Life Group and LTCi Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives.

Dennis Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is the owner of Castillo Real Estate LLC, which manages a residential rental property. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jake White is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop financial plans and investment strategies. He aims to assist clients in pursuing their financial goals by leveraging his experiences to provide support for better financial outcomes. Jake has held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. Prior to his time at Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Jake has interests in comedy, fitness, football, reading, and soccer.

Vanessa Gizzi is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been dedicated to serving clients at Merrill since 2007. Vanessa applies the Goals-Based Wealth Management Process along with the research and technological resources of Bank of America and Merrill to assist individuals, families, and business owners in simplifying their financial lives. She focuses on wealth planning and relationship management to provide tailored guidance and strategy that align with her clients' unique needs and goals. Vanessa's areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree from Florida State University and earned an MBA with a concentration in Finance from the University of Illinois at Chicago. Additionally, Vanessa holds a Personal Investment Advisor (PIA) designation and is affiliated with the Gamma Phi Beta Sorority. Outside of her professional work, Vanessa is actively involved in her community through organizations such as the Lockport Women's Club Artisan Market at Old Canal Days and the Lockport Women's Club Financial Literacy Initiative. She enjoys running, practicing yoga, and spending time with her family.

Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.