Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial consulting and client management. He has been with Fidelity since 2012, holding various roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist. Prior to Fidelity, he worked as a Client Manager at T. Rowe Price from 2011 to 2012. Throughout his career, Christopher has developed comprehensive financial plans tailored to clients' unique financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. His commitment to integrity and client partnership underscores his approach to financial consulting. Outside of his professional work, Christopher enjoys cooking and baking, fitness, golf, skiing, and volunteering.

David Klein is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party investment managers.

Anthony Catalano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their retirement goals and circumstances. He focuses on helping clients make informed decisions by carefully considering potential benefits and risks of various investment strategies. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2019. Prior to this, he worked as a Private Bank Relationship Manager at US Bank from 2017 to 2019, and as a Private Client Relationship Manager at J.P. Morgan Chase from 2007 to 2017. Outside of his professional role, Anthony has interests in baseball, family activities, fitness, food, and traveling.

Sung Han is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Mateusz Zajchowski is a financial advisor with J.P. Morgan Securities in Des Plaines, IL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Merrill Edge and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Adam Gelbein is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at various firms including Avantax and currently serves as Fractional CFO for Dopple Labs, an AI-powered chatbot platform. Gelbein is also a partner at Jay Gelbein and Company, a certified public accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and investment options.

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Securities America Advisors and Securities America, Inc., and has operated Estate & Charitable Design Concepts Inc. since 2004. Davids serves as a volunteer mentor and non-profit board member for the Man Kind Project. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Alejandro Montero is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at BMO Harris, N.A., and Brightview Landscape Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated sub-advisers.

Nick Brengman is a financial advisor with Charles Schwab, holding a Series 66 designation and 24 years of industry experience. His prior positions include roles at JPMorgan Chase Bank, J.P. Morgan Securities, Uber Technologies, Home Depot, and Wells Fargo Advisors Financial Network. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment onboarding process.

Jonathan West is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. West serves on the Board of Directors for Twelve Traditions, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services alongside a broad range of advisory, brokerage, and insurance solutions.

Kathy Krzeminski is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Axa Advisors LLC and Principal Securities Inc. She has been with Equitable Advisors since 2019. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models.

Lamberto Gatilao is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2009. Outside of his advisory role, he owns a BMW repair shop and works as a part-time Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Martin Gruner is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Albina Jashari is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Her work history includes positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as roles in telecommunications and legal services. 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 an ESG eligibility framework in its investment process.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. His career includes positions at J.P. Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he performs as a musician in a cover band. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Karen Burns is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Brent Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kelsey Cagle is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Fidelity Investments and its affiliated entities from 2013 to 2025 before joining Cetera and its associated firms in 2025. Cagle is a partner at Shoreline Financial Partners, where she provides financial services. She is also licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Kathleen Collier is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Ryan Roth is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also affiliated with JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is an owner and landlord of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.