Lisa Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on individual rather than institutional clients.

Julia Mueller is a Financial Consultant who brings a client-centered approach to her work. She emphasizes transparency and thoughtful communication, beginning with a conversation to understand clients' priorities and assessing mutual fit before proceeding. She continues to work closely with clients as their goals develop, ensuring alignment and clear communication throughout the process. Julia has experience working in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to that, she completed an internship in Financial Planning & Asset Management at Renaissance Wealth Management BN LLC from 2020 to 2021. Outside of her professional work, Julia's personal interests include gardening, puzzles, and traveling.

Yibing Xue is a CFP® professional at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, Xue worked at GTL Technologies Inc. for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Cyril Friend III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones for two years. Friend operates his advisory services under the names Horizon Wealth Management, LLC and Friend Investment Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced advisor tools for operational and research support.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual, Battaglia Industries, and Hy-Vee. He has been involved with the Crystal Lake Country Club for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Phu Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has prior experience with JPMorgan Chase Bank, N.A. Beginning in 2015, Nguyen also operated a small business in the personal care industry for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Bonsol is a financial advisor with J.P. Morgan Securities in Carol Stream, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Avatar Securities. 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 through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

James Bushy is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Vince Marino is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

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 with Fidelity, holding a Series 66 designation and four years of industry experience. Her background includes roles at Verizon and AT&T prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

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 at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley, LPL Financial, and LaSalle Financial Services. He also serves as Chief Investment Officer for Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Joseph Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodridge, IL. He has 12 years of industry experience, including 11 years at J.P. Morgan Securities and JPMorgan Chase Bank. He has also been affiliated with Eastern Michigan University since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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 with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley since 2016, with prior roles at Fidelity and UBS Financial Services. Outside of her advisory work, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory services.

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. He currently serves as a financial advisor at LPL Financial, where he has worked since 2019. His prior experience includes roles at Cuna Brokerage Services, Inc., Cuna Mutual Group, DFG Wealth Management, LLC, and Trustmont Advisory Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides 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 using both discretionary and non-discretionary strategies.

Dennis Castillo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities in 2018, he worked at Northwestern Medicine CDH for eight years. Outside of his advisory role, he is the owner and partner of Castillo Real Estate LLC, which manages a residential rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research, incorporating ESG considerations and leveraging a broad range of derivatives and commodities capabilities.