Alexander Lenz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at Fidelity, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework within its recommendations.

Joseph Rumbley is a Certified Financial Planner® (CFP®) with over 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of St Charles, Illinois. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Laura Needs is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2016, including an earlier tenure from 2016 to 2021 and continuing from 2021 to the present. Outside of her advisory role, she is involved in real estate investing through LNLK Enterprises LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mayumi Flesner is a financial advisor at Edward Jones in Schaumburg, IL, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at MUFG Bank Ltd for one year and spent two years in full-time education. Edward Jones is a full-service wealth management firm serving 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 operates a large network of financial advisors and branch offices across the United States.

Max Spicer is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Glen Ellyn, IL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Shulman is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at AXA Advisors, Baxter Credit Union, and First Merit Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Hornok is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2001. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Richard Schultz is a financial advisor with Primerica Advisors in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he serves on the board of directors for Seed Capital Group, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation using a tiered wrap-fee structure.

Daniel Fernandez is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans and investment strategies that align with their individual goals and preferences. He emphasizes consistent communication and responsiveness in his approach to building trust and supporting clients' evolving financial needs. Daniel has held several roles in the financial services industry, including Investments Consultant at Fidelity Investments, Wealth Management Banker and Assistant Vice President at U.S. Bank Wealth Management, as well as Branch Manager positions at U.S. Bank and BMO. His experience spans wealth management, investment consulting, and branch leadership. Outside of his professional work, Daniel has interests in fitness, football, movies, and puzzles.

Daniel Wack is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, E*Trade Securities, and TD Ameritrade. He is also involved with Schumann Financial, a wealth management business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

George Cook is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Jamie Lemkau is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Lemkau holds Series 63 and Series 65 credentials and is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Richard Petras is a financial advisor with Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets from 2001 to 2007. He serves as a trustee for family-related trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Robert Brennan is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2019, he worked with Kamco Real Estate LLC and Alta Equipment Company. 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, including both discretionary and non-discretionary options, and operates under a fiduciary standard.

Nicole Hutcheson is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Ausdal Financial Partners, Inc., HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative and qualitative research supported by centralized due diligence and incorporates a range of eligible strategies, including an ESG framework.

Jay Carlson is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 1999 and Quasar Distributors, LLC since 2001. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions and employs tax-aware processes and defensive tactics to manage risk and positioning.

Constantinos Yianas is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, Cetera, Fifth Third Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Timothy Glennon is a financial advisor with LPL Financial in Batavia, IL, holding a Series 66 designation and with 28 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., Cetera Wealth Services, and Tower Square Securities. Outside of his advisory work, he is involved with JP Glennon & Associates and serves as a notary with The Financial Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.