Ewa Karim is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, NA since 2009. 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, distribution, and investment management capabilities.

Paul Goodworth is a financial advisor with LPL Financial in Oak Brook, Illinois, holding Series 63 and 65 designations and 43 years of industry experience. He has been with LPL Financial and its predecessor LINSCO/PRIVATE LEDGER CORP. since 1996. Outside of his advisory role, he serves on the board of the Maine Community College System and provides consulting services through a separate entity focused on third-party administration for retirement plan clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and nonprofit organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Thomas Mcgee is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2015. Outside of his advisory role, he is a partner in a recreational business, Whalen South Float Dock LLC, located in Indiana. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Soprano Accounting & Tax Services Inc, Architectural Fixtures, UPS, and Northern Illinois University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Stephen Devermann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support tailored financial plans.

James Mulkey is a financial advisor with Edward Jones in Munster, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Ralyn Bocker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial, Ralyn worked at Bank of America, Merrill, Edward Jones, and operated Bockyn, LLC for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, along with access to model portfolios and research from multiple sources.

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He has worked at Woodbury Financial Services, Inc. and The Pension Specialists, and currently serves in the US Army Reserves. Nelson is also involved in processing life insurance applications through his role at EJN Solutions. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios.

Kevin Anderson is a financial advisor at Charles Schwab with 22 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab since 1999 and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved with a local church finance committee and operates a small catering business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment strategies supported by centralized operational and custody infrastructure.

Dina Sarlas is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Nick's Embroidery and held teaching positions at Moraine Valley Community College, Saint Xavier University, and Carl Sandburg High School. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios for intermediary platforms.

Shima Emami is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. Prior to joining Merrill, Emami held positions at Bank of America, First Command Advisory Services, and the Canadian Imperial Bank of Commerce, among others. Before entering the financial sector, Emami worked in the travel industry at Espinas travel agency. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Nulicek is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Downers Grove, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colleen Canny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has previously worked at Santander Securities LLC and JP Morgan Securities. Outside of her advisory role, she is involved with Canny Properties, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary.

Gulio Giometti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and proprietary tools to develop tailored plans.

Joseph Nawrocki is a CFP® professional with 38 years of experience in financial advising. He is currently with OSAIC and has previously been affiliated with Grove Point Advisors, LLC, and Grove Point Investments, LLC. He also serves as president and owner of Joseph A. Nawrocki, Inc., where he uses fixed annuities and life insurance products as part of his financial planning process. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

Jason Goeringer is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Puzzle Wealth Solutions. Jason’s background includes roles outside of financial advising, including positions in education and technology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Phillip Terrones is a CFP® professional with 19 years of industry experience, currently working at J.P. Morgan Securities since 2012. He holds the Series 66 designation and is based in La Grange, Illinois. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Thomas Currey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank since 2015, and previously worked at Citigroup Global Markets. Outside of his advisory work, Currey is a sole proprietor involved in a real estate business based in Park Ridge, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Louis Miller is a financial advisor at Osaic Wealth, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, Miller is the president of Financial Vistas, a sole proprietorship engaged in selling traditional fixed life insurance, fixed annuities, group health insurance, disability, and long-term care products. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using a range of asset-allocation tools and investment vehicles.

Grant Snyder is a Series 66-licensed financial advisor with Equitable Advisors in Oak Brook, IL, and has 17 years of industry experience. He has been with Equitable Advisors since 2008 and was previously associated with Axa Advisors, LLC. Snyder serves on the boards of multiple education foundations, including the N.E.W. 200 Education Foundation, Maercker Education Foundation, and Kaneland Education Foundation, participating in fundraising activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a variety of advisory models and third-party asset managers, offering a broad range of investment options without sponsoring its own wrap fee program.