Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. 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 and investment solutions supported by a large network of advisors and branch offices nationwide.

Adam Marfurt is the Vice President and Branch Leader responsible for leading a team of financial professionals to deliver an exceptional client experience and foster long-term relationships. He has held leadership roles as a Branch Leader at Charles Schwab from 2021 to 2022 and at TD Ameritrade from 2017 to 2021. Prior to his leadership positions, Adam worked as a Senior Financial Consultant at TD Ameritrade from 2014 to 2017 and as an Active Trader Account Executive at TradeStation Securities from 2010 to 2014. Adam's professional experience spans client relationship management, team leadership, and financial consulting across multiple firms in the financial services industry. Outside of his professional career, Adam is interested in running, soccer, and tennis.

Rafal Mosior is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016, including a brief tenure at Bank of America, N.A. Outside of his advisory role, he is involved with T.A.R. Restoration Inc., a roofing company where he conducts client consultations and roof inspections. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, institutions, and nonprofit organizations.

Robert Sayre is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Sayre serves as a trustee and power of attorney for multiple family trusts, involving ongoing fiduciary responsibilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Kevin Fanning Sr. is a financial advisor with Raymond James Financial in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Fanning Investment Partners, Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non‑discretionary investment consulting, emphasizing tailored financial plans and collaborative client relationships.

Patrick Mc Ewen is a Series 66-licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Ryan Rymarzak is the Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and build customized plans to meet their unique needs. He places a strong emphasis on forming and maintaining relationships based on trust, reliability, and competency. Ryan has accumulated extensive experience in the financial services industry, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2022. His leadership roles include serving as Branch Leader at TD Ameritrade from 2018 to 2020 and Producing Branch Leader at Scottrade between 2014 and 2018. Earlier in his career, he worked as a Senior Stockbroker at Scottrade from 2010 to 2014.

Ian Williams is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as a Financial Advisor at Morgan Stanley from 2020 to 2022, and began his career as a Trainee at Thrivent in 2020. His professional experience encompasses various aspects of financial advising and consulting. Ian focuses on understanding the unique financial situations of his clients to co-create personalized plans aligned with their goals. He emphasizes the importance of client engagement and collaboration in maximizing the benefits available through Fidelity Investments. Additional details regarding Ian's education, credentials, personal interests, or community involvement were not provided.

John Rosencrans is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies designed to help clients pursue their long-term financial goals, whether related to retirement planning, legacy planning, managing new wealth, or socially responsible investing. He works with individuals, families, executives with equity compensation, small business owners, and those seeking tax minimization and portfolio management services. John earned his bachelor's degree from the Kelley School of Business at Indiana University in 2011. Before transitioning to financial advising in 2015, he spent four years trading SPX options in Chicago. He holds several professional certifications, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John is part of The Rosencrans Group, a team established in 1985 that serves clients through customized, goal-based wealth planning and institutional-quality asset management. Residing in Barrington, Illinois with his wife and two children, John participates in community service through organizations such as Feed My Starving Children. Outside of work, he enjoys boating, football, golfing, tennis, paddle tennis, and spending summers in Lake Geneva, Wisconsin.

Scott Grady is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2013, including both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients with assets managed within Ameriprise.

Lisa Booe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as recent experience with Wells Fargo Clearing. 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 manager due diligence. The firm incorporates an ESG eligibility framework into its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Thomas Duebner is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Fidelity Investments and Fidelity Brokerage Services from 2022 to 2025 and held roles in the education sector at San Marcos CISD and Hays CISD. 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 investment approach.

Alison Cardozo is a financial advisor with J.P. Morgan Securities in Schaumburg, IL, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2018. Outside of her advisory role, she serves as an administrator and general partner at Jambtech Services Inc., a non-investment business where she manages administrative functions. 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. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while maintaining centralized due diligence and an ESG eligibility process.

Jeffrey Grigg is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and Woodbury Financial Services. He also operates Grigg Financial Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Laura Keilman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a co-trustee for a family trust, assisting with investment decisions and financial oversight. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial planning solutions.

Scott Green is a Certified Financial Planner (CFP®) with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at The Langham in Chicago and founded an online baking resource called Devil's Food Kitchen, where he creates free baking recipes for amateur and professional pastry enthusiasts. 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 supported by a large network of financial advisors and branch offices nationwide.

Katarzyna Wiselka is a Series 66 licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is connected to a family-run electrical services business through her spouse. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dustin Remmler is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Bank of America, Merrill, and Citigroup/Citibank. Outside of his advisory role, he is a classical musician who occasionally performs with orchestral and wind groups in the Chicago area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Vivek Thayalan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Fidelity Brokerage Services, Bank of America, Merrill, and Citibank. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joshua Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, Superior Ambulance, and Inventory Returns & Solutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.