Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, and self-employment as a referee with the U.S. Soccer Federation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Stephen Potts Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Opus Wealth Management Group. Outside of his advisory role, he owns HighPoint Tax Services, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Charles Poindexter II is a financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Woodbury Financial Services. He is also involved with Northpoint Financial Group in a marketing capacity. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Eric Hayes is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009. Hayes holds Series 63 and Series 66 designations. Outside of advising, he has published a work titled "Winning with ETF Strategies." Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Venkat Raman is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs that include tailored financial planning using structured discovery conversations and firm-approved tools.

Richard Osty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, Osty serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Peter Pandula is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked for BMO Bank for 12 years. In addition to his advisory role, he is employed by VYSoft Solutions Inc and teaches at Liberty University. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Logan Watta is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Stockton Wealth Management and Bush Wookies. Outside of his advisory role, he is a co-owner of 7 Seas Caps, where he manages social media and oversees distribution and shipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Connor Runge is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent ten years at Lewis University. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop financial plans, serving clients through both direct relationships and corporate agreements.

Brian Hynes is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. Outside of his advisory role, Hynes is a head basketball coach at Marist High School and a professor of finance and accounting at Moraine Valley College. He also serves on the board of a charitable foundation focused on raising funds for cancer research. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services using a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

John Enright is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2020, he worked at Edward Jones from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Brendon Thies is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018. Prior to his current role, he worked at Buffalo Wild Wings from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Warren Suess is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2008. Outside of his work at the firm, he operates a business under the name LIFE LOYAL ADVISORS. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing both proprietary and third-party investment programs.

Luke Sebbens is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2023. In his current position, he assists clients in building customized financial plans to help them pursue their personal goals. He holds a California Insurance License, which supports his work in financial planning and investment consulting. Outside of his professional career, Luke has interests in baseball, comedy, cooking and baking, music, and traveling.

Christian Martinez is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Ryan Wells is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2025. Prior to entering the financial advisory field, his background includes roles in education and community soccer clubs. Equitable Advisors provides services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives, offering financial planning, retirement plan consulting, and asset-management programs with a focus on third-party advisory models and fiduciary services for qualified plans.

Gene Reichert is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, progressing through positions from Financial Representative to Investment Consultant before his current role. Prior to joining Fidelity, Gene worked at Northwestern Mutual, serving as a Financial Advisor from 2020 to 2021 and as a Financial Representative from 2018 to 2020. His professional experience spans several years in financial advisory and consulting, focusing on helping clients work towards financial independence. Gene emphasizes transparency and trust in his client relationships, viewing these as essential components of his work. He is committed to supporting the financial well-being of his clients through his role. No additional information about Gene's education, credentials, personal interests, or community involvement was provided.

Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michelle Mc Carthy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked for United Airlines for ten years. Outside of advising, she owns a condominium unit that she rents out. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of financial advisors and operates under a fiduciary standard.

Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.