John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2020. Winkates is involved in independent advisory activities through Morton Private Wealth Strategies and Winkates Wealth Management, where he serves as a financial advisor and company president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public finance services, and specialized retirement plan consulting.

Vince Marino is a CFP® professional with 25 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. Vince is based in Wheaton, IL, and holds Series 63 and Series 65 licenses. 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 performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering these services alongside affiliated brokerage and investment management capabilities.

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 at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Verizon and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it incorporates advanced methodologies such as AI in its investment process.

Alvin Boyd is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Uber and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

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 with Osaic Wealth Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023, and at LPL Financial from 2007 to 2017. He is also the Chief Investment Officer of Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers. The firm employs asset‑allocation tools, risk‑tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on both discretionary and non‑discretionary bases.

Joseph Nelson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2015 and has been affiliated with Eastern Michigan University since 2010. 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 recommendations.

Scott Zagurski is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wells Fargo entities since 2009. Zagurski is also involved in investment-related activities through ownership in Great Lakes Asset Management LLC and Scott Zagurski LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored client recommendations.

Anthony Markett is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and one year of industry experience. Before joining RBC, he worked at UBS Financial Services and has been involved with Marist High School and The University of Chicago. He is also employed with Spine Science, where he provides personal training focused on athletic and fitness goals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through a combination of in-house and third-party managers.

Ayesha Sarvana is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

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®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to that, he was employed at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Dennis Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is the owner of Castillo Real Estate LLC, which manages a residential rental property. J.P. Morgan Securities 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.

Jake White is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop financial plans and investment strategies. He aims to assist clients in pursuing their financial goals by leveraging his experiences to provide support for better financial outcomes. Jake has held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. Prior to his time at Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Jake has interests in comedy, fitness, football, reading, and soccer.

Giuseppe Anemone is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and JP Morgan. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Vanessa Gizzi is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been serving clients since 2007, specializing in guiding individuals, families, and business owners through tailored financial strategies using the Goals-Based Wealth Management Process along with resources from Bank of America and Merrill. Vanessa focuses on wealth planning and relationship management to assist clients in preparing for their financial futures. She holds a Bachelor's degree from Florida State University and an MBA with a concentration in Finance from the University of Illinois System. Vanessa has earned the Personal Investment Advisor (PIA) designation. She is also a member of the Gamma Phi Beta Sorority. Beyond her professional commitments, Vanessa is involved in her community through initiatives such as the Lockport Women's Club Artisan Market at Old Canal Days and the Lockport Women's Club Financial Literacy Initiative. She enjoys spending time with her husband and three children, supporting their interests, and values experiences gained through travel.

Mary McGovern is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2014, including her current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Pierre Pajak is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors since 1999 and holds Series 63 and Series 65 credentials. He serves as the President of the National Association of Insurance and Financial Advisors (NAIFA) board as of 2023. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Michael Dorsey is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he assists clients in making informed decisions about their financial futures by understanding their individual goals, values, and priorities. Michael emphasizes building long-term relationships founded on trust and transparency. Michael's career in financial advising includes positions at Fidelity Investments, where he progressed through various roles from Investor Center Account Executive to Senior Account Executive before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Chase Investment Services and New England Financial. He resides in Naperville with his wife and two sons. Outside of his professional responsibilities, Michael enjoys entertaining friends and spending time on the Riverwalk with his family.