Anil Rathi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joni Mallory is a financial advisor at Edward Jones in Campton Hills, IL, with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she spent over three decades at Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Coldwell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Edward Jones and Cuna Mutual Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning utilizing firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Alan Williams is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for Manteno Township, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that include financial planning, model portfolio management, and third-party asset management programs.

Terrence Moran is a financial advisor at LPL Financial with 43 years of industry experience. He holds CFP® and Series 63 designations and has worked at LPL Financial since 2009. Moran is also involved with Select Benefits Inc, where he has a longstanding role in the fixed insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

William Lafond is a CFP®-designated financial advisor with LPL Financial, bringing 40 years of industry experience. His prior roles include leadership positions at Grove Point Advisors, LLC and Grove Point Investment, LLC. He serves as chairperson on the board of the Chaney Lake Road Maintenance Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, combining proprietary research with third-party strategies and technology-driven portfolio management.

Linda Davis is a financial advisor with Raymond James Financial in Saint Charles, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has been with Raymond James Financial since 2009 and has held a Power of Attorney role since 2011. Outside of her advisory work, she is a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Robert Jensen Jr. is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he co-owns rental properties with his spouse, who manages the holdings as a real estate broker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm employs a structured planning process supported by analytical tools and serves a broad range of clients with comprehensive investment and wealth management solutions.

Ryan Vest is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Homeside Financial, Sentinus Securities, Eagle Strategies (NY Life), Fusion Financial Services, and New York Life. Outside of advising, he owns 5 Star Sports Training & Fitness, operating under the D1 Training brand. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Alejandro Munoz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as previous experience at Bank of America and Merrill. J.P. Morgan Securities 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.

Jack Petras is a CFP® professional with four years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at Golden Trail Advisers LLC and Yeske Buie, Inc, as well as academic involvement with the University of Illinois. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexander Lenz is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2015. 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, distribution, and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Joseph Rumbley is a CFP® professional at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Laura Needs is a financial advisor with Edward Jones in Winfield, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Edward Jones since 2016, with a brief period at Tobias Eng, Northwestern Mutual in 2021. Outside of her advisory role, she is involved as secretary and authorized party for accounts at Wyandot Farms Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Mayumi Flesner is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held a position at MUFG Bank Ltd. from 2017 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Thomas Gaudio is a financial advisor with Edward Jones in Schaumburg, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at KCT Credit Union from 2020 to 2023 and held roles at Cornerstone National Bank and Trust Company and Huntley Park District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and services through a nationwide network of financial advisors and branch offices.

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.